ROBERTS WEALTH ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 92K | $23.46M |
 | GSK | 85K | $4.72M |
 | NEE | 75K | $6.97M |
 | CSCO | 71K | $5.54M |
 | VZ | 69K | $3.44M |
 | GOOG | 67K | $19.32M |
 | MRK | 66K | $7.97M |
 | NKE | 62K | $3.29M |
 | AAP | 61K | $3.21M |
 | AMZN | 55K | $11.54M |
 | DIS | 54K | $5.23M |
 | VTR | 42K | $3.43M |
 | DD | 40K | $1.85M |
 | CCJ | 40K | $4.34M |
 | TW | 37K | $4.35M |
 | SE | 36K | $2.98M |
 | COHR | 35K | $8.39M |
 | MSFT | 34K | $12.55M |
 | PG | 30K | $4.26M |
 | WSM | 28K | $5.14M |
Apple Inc.
AAPL
Shares Held
92K
Value
$23.46M
GSK plc
GSK
Shares Held
85K
Value
$4.72M
NextEra Energy, Inc.
NEE
Shares Held
75K
Value
$6.97M
Cisco Systems, Inc.
CSCO
Shares Held
71K
Value
$5.54M
Verizon Communications Inc.
VZ
Shares Held
69K
Value
$3.44M
Alphabet Inc.
GOOG
Shares Held
67K
Value
$19.32M
Merck & Co., Inc.
MRK
Shares Held
66K
Value
$7.97M
NIKE, Inc.
NKE
Shares Held
62K
Value
$3.29M
Advance Auto Parts, Inc.
AAP
Shares Held
61K
Value
$3.21M
Amazon.com, Inc.
AMZN
Shares Held
55K
Value
$11.54M
The Walt Disney Company
DIS
Shares Held
54K
Value
$5.23M
Ventas, Inc.
VTR
Shares Held
42K
Value
$3.43M
DuPont de Nemours, Inc.
DD
Shares Held
40K
Value
$1.85M
Cameco Corporation
CCJ
Shares Held
40K
Value
$4.34M
Tradeweb Markets Inc.
TW
Shares Held
37K
Value
$4.35M
Sea Limited
SE
Shares Held
36K
Value
$2.98M
Coherent, Inc.
COHR
Shares Held
35K
Value
$8.39M
Microsoft Corporation
MSFT
Shares Held
34K
Value
$12.55M
The Procter & Gamble Company
PG
Shares Held
30K
Value
$4.26M
Williams-Sonoma, Inc.
WSM
Shares Held
28K
Value
$5.14M