0001754960-22-000078.txt : 20220412 0001754960-22-000078.hdr.sgml : 20220412 20220411195918 ACCESSION NUMBER: 0001754960-22-000078 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220412 DATE AS OF CHANGE: 20220411 EFFECTIVENESS DATE: 20220412 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Roberts Wealth Advisors, LLC CENTRAL INDEX KEY: 0001885319 IRS NUMBER: 850955391 STATE OF INCORPORATION: CA FISCAL YEAR END: 1221 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21375 FILM NUMBER: 22820899 BUSINESS ADDRESS: STREET 1: 855 EL CAMINO REAL, #311 BUILDING 5 CITY: PALO ALTO STATE: CA ZIP: 94301 BUSINESS PHONE: 6502402410 MAIL ADDRESS: STREET 1: 855 EL CAMINO REAL, #311 BUILDING 5 CITY: PALO ALTO STATE: CA ZIP: 94301 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001885319 XXXXXXXX 03-31-2022 03-31-2022 Roberts Wealth Advisors, LLC
855 EL CAMINO REAL, #311 BUILDING 5 PALO ALTO CA 94301
13F HOLDINGS REPORT 028-21375 N
File13F.com Agent 844-844-3453 Aryn Sands Reno NV 04-11-2022 0 91 255224 false
INFORMATION TABLE 2 InformationTableOutput.xml LINDE PLCSHSG5494J1033253 10081 SH SOLE 10081 0 0 MEDTRONIC PLCSHSG5960L1034148 36865 SH SOLE 36865 0 0 TRANE TECHNOLOGIES PLCSHSG8994E1034139 26726 SH SOLE 26726 0 0 AT&T INCCOM00206R1021266 52809 SH SOLE 52809 0 0 ADOBE SYSTEMS INCORPORATEDCOM00724F1011698 3705 SH SOLE 3705 0 0 AKAMAI TECHNOLOGIES INCCOM00971T1011680 13940 SH SOLE 13940 0 0 ALPHABET INCCAP STK CL C02079K10711197 3979 SH SOLE 3979 0 0 ALPHABET INCCAP STK CL A02079K3051928 688 SH SOLE 688 0 0 AMAZON COM INCCOM02313510610504 3211 SH SOLE 3211 0 0 AMERICAN TOWER CORP NEWCOM03027X1001502 5845 SH SOLE 5845 0 0 ANALOG DEVICES INCCOM032654105239 1445 SH SOLE 1445 0 0 APPLE INCCOM03783310014365 82408 SH SOLE 82408 0 0 ASPEN TECHNOLOGY INCCOM0453271031890 11323 SH SOLE 11323 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW084670702515 1464 SH SOLE 1464 0 0 BROADCOM INCCOM11135F101226 360 SH SOLE 360 0 0 CHARTER COMMUNICATIONS INC NCL A16119P108309 550 SH SOLE 550 0 0 CHEVRON CORP NEWCOM166764100443 2700 SH SOLE 2700 0 0 CHEWY INCCL A16679L1091154 28197 SH SOLE 28197 0 0 CISCO SYS INCCOM17275R1024262 76576 SH SOLE 76576 0 0 COSTCO WHSL CORP NEWCOM22160K1053297 5729 SH SOLE 5729 0 0 DANAHER CORPORATIONCOM235851102385 1320 SH SOLE 1320 0 0 DIAGEO PLCSPON ADR NEW25243Q2052533 12347 SH SOLE 12347 0 0 DISNEY WALT COCOM2546871063892 28412 SH SOLE 28412 0 0 DOCUSIGN INCCOM2561631061267 11665 SH SOLE 11665 0 0 DUPONT DE NEMOURS INCCOM26614N1022494 33367 SH SOLE 33367 0 0 ENVESTNET INCCOM29404K1061434 19301 SH SOLE 19301 0 0 EXXON MOBIL CORPCOM30231G1021174 14124 SH SOLE 14124 0 0 FEDEX CORPCOM31428X1061308 5912 SH SOLE 5912 0 0 FIRST REP BK SAN FRANCISCO CCOM33616C1004391 27114 SH SOLE 27114 0 0 GILEAD SCIENCES INCCOM375558103429 7190 SH SOLE 7190 0 0 GLAXOSMITHKLINE PLCSPONSORED ADR37733W1053098 70576 SH SOLE 70576 0 0 HOME DEPOT INCCOM4370761023222 10674 SH SOLE 10674 0 0 ILLUMINA INCCOM4523271094494 12349 SH SOLE 12349 0 0 INTUITCOM4612021032425 5011 SH SOLE 5011 0 0 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SELECT SECTOR SPDR TRENERGY81369Y506416 5396 SH SOLE 5396 0 0 SELECT SECTOR SPDR TRFINANCIAL81369Y6051049 27441 SH SOLE 27441 0 0 SELECT SECTOR SPDR TRSBI INT-INDS81369Y704914 8946 SH SOLE 8946 0 0 SELECT SECTOR SPDR TRTECHNOLOGY81369Y8032621 16543 SH SOLE 16543 0 0 SELECT SECTOR SPDR TRCOMMUNICATION81369Y8521076 15533 SH SOLE 15533 0 0 SELECT SECTOR SPDR TRRL EST SEL SEC81369Y860381 7736 SH SOLE 7736 0 0 SNAP INCCL A83304A106207 5533 SH SOLE 5533 0 0 SNOWFLAKE INCCL A833445109950 4046 SH SOLE 4046 0 0 STERICYCLE INCCOM8589121081596 27077 SH SOLE 27077 0 0 TAKE-TWO INTERACTIVE SOFTWARCOM8740541091265 8332 SH SOLE 8332 0 0 THERMO FISHER SCIENTIFIC INCCOM8835561024059 6852 SH SOLE 6852 0 0 TILRAY BRANDS INCCOM CL 288688T100333 44553 SH SOLE 44553 0 0 UNION PAC CORPCOM907818108259 996 SH SOLE 996 0 0 VANGUARD TAX-MANAGED INTL FDFTSE DEV MKT ETF9219438588695 179473 SH SOLE 179473 0 0 VANGUARD WORLD FDSENERGY ETF92204A306282 2605 SH SOLE 2605 0 0 VANGUARD WORLD FDSUTILITIES ETF92204A8762134 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