0001754960-23-000086.txt : 20230411 0001754960-23-000086.hdr.sgml : 20230411 20230411133722 ACCESSION NUMBER: 0001754960-23-000086 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230411 DATE AS OF CHANGE: 20230411 EFFECTIVENESS DATE: 20230411 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: 23813013 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 X0202 13F-HR LIVE false false false 0001885319 XXXXXXXX 03-31-2023 03-31-2023 Roberts Wealth Advisors, LLC

855 EL CAMINO REAL, #311 BUILDING 5 PALO ALTO CA 94301

13F HOLDINGS REPORT 028-21375 N Aryn Sands 844-844-3453 Aryn Sands Reno NV 04-11-2023 0 84 218018397 false INFORMATION TABLE 2 InformationTableOutput.xml LINDE PLCSHSG549501033886424 10862 SH SOLE 10862 0 0 MEDTRONIC PLCSHSG5960L1033476892 43751 SH SOLE 43751 0 0 TRANE TECHNOLOGIES PLCSHSG8994E1034999998 28772 SH SOLE 28772 0 0 AT&T INCCOM00206R1021368410 69675 SH SOLE 69675 0 0 ADOBE SYSTEMS INCORPORATEDCOM00724F1012614398 6788 SH SOLE 6788 0 0 AKAMAI TECHNOLOGIES INCCOM00971T1011179529 15206 SH SOLE 15206 0 0 ALPHABET INCCAP STK CL C02079K1078835967 84056 SH SOLE 84056 0 0 ALPHABET INCCAP STK CL A02079K3051455608 13900 SH SOLE 13900 0 0 AMAZON COM INCCOM0231351066778476 65209 SH SOLE 65209 0 0 AMERICAN EXPRESS COCOM025816109235712 1450 SH SOLE 1450 0 0 AMERICAN TOWER CORP NEWCOM03027X1002695509 13249 SH SOLE 13249 0 0 ANALOG DEVICES INCCOM032654105292290 1498 SH SOLE 1498 0 0 APPLE INCCOM03783310014227948 85902 SH SOLE 85902 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW084670702437025 1414 SH SOLE 1414 0 0 BROADCOM INCCOM11135F101200474 316 SH SOLE 316 0 0 CHEVRON CORP NEWCOM166764100650128 3846 SH SOLE 3846 0 0 CISCO SYS INCCOM17275R1024247012 81957 SH SOLE 81957 0 0 COSTCO WHSL CORP NEWCOM22160K1053010769 6049 SH SOLE 6049 0 0 DANAHER CORPORATIONCOM235851102266409 1070 SH SOLE 1070 0 0 DIAGEO PLCSPON ADR NEW25243Q2052457970 13433 SH SOLE 13433 0 0 DISNEY WALT COCOM2546871063054218 30674 SH SOLE 30674 0 0 DUPONT DE NEMOURS INCCOM26614N1022531080 36045 SH SOLE 36045 0 0 EXXON MOBIL CORPCOM30231G1021866545 16228 SH SOLE 16228 0 0 FEDEX CORPCOM31428X1061624613 7173 SH SOLE 7173 0 0 FIRST REP BK SAN FRANCISCO CCOM33616C100425311 30842 SH SOLE 30842 0 0 GILEAD SCIENCES INCCOM375558103567039 6905 SH SOLE 6905 0 0 GSK PLCSPONSORED ADR37733W2042276809 62293 SH SOLE 62293 0 0 HOME DEPOT INCCOM4370761023133065 10622 SH SOLE 10622 0 0 ILLUMINA INCCOM4523271092915276 12663 SH SOLE 12663 0 0 INTUITCOM4612021032401802 5461 SH SOLE 5461 0 0 INVESCO EXCHANGE TRADED FD TS&P500 EQL 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