0001754960-23-000177.txt : 20230712 0001754960-23-000177.hdr.sgml : 20230712 20230712153601 ACCESSION NUMBER: 0001754960-23-000177 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230712 DATE AS OF CHANGE: 20230712 EFFECTIVENESS DATE: 20230712 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: 231084150 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 06-30-2023 06-30-2023 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 07-12-2023 0 86 227446070 false INFORMATION TABLE 2 InformationTableOutput.xml LINDE PLCSHSG549501034115664 10800 SH SOLE 10800 0 0 MEDTRONIC PLCSHSG5960L1033847063 43667 SH SOLE 43667 0 0 TRANE TECHNOLOGIES PLCSHSG8994E1035322192 27827 SH SOLE 27827 0 0 AT&T INCCOM00206R1021101437 69056 SH SOLE 69056 0 0 ADOBE SYSTEMS INCORPORATEDCOM00724F1013348604 6848 SH SOLE 6848 0 0 AKAMAI TECHNOLOGIES INCCOM00971T1011353532 15061 SH SOLE 15061 0 0 ALPHABET INCCAP STK CL C02079K1079963573 82364 SH SOLE 82364 0 0 ALPHABET INCCAP STK CL A02079K3051580040 13200 SH SOLE 13200 0 0 AMAZON COM INCCOM0231351068135246 62406 SH SOLE 62406 0 0 AMERICAN EXPRESS COCOM025816109252590 1450 SH SOLE 1450 0 0 AMERICAN TOWER CORP NEWCOM03027X1004289371 22117 SH SOLE 22117 0 0 ANALOG DEVICES INCCOM032654105291825 1498 SH SOLE 1498 0 0 APPLE INCCOM03783310012875147 66377 SH SOLE 66377 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW084670702384648 1128 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