Long-term investor
Roberts Wealth Advisors, LLC @robertswealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001885319).
Record
- Tracked since 2025-06-30 (434 days), 79 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months +5.4% · 1 year +11.6% · all +11.6%
- Max drawdown -3.0% · Sharpe 0.64 · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JPST · 7.6% · long · since 2025-06-30
- JSCP · 6.7% · long · since 2025-06-30
- AAPL · 5.9% · long · since 2025-06-30
- GOOG · 5.3% · long · since 2025-06-30
- VB · 3.5% · long · since 2025-06-30
- COHR · 3.2% · long · since 2025-06-30
- SCHF · 3.1% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- AMZN · 2.9% · long · since 2025-06-30
- VWO · 2.8% · long · since 2025-06-30
- TT · 2.3% · long · since 2025-06-30
- VEA · 2.3% · long · since 2025-06-30