0001754960-24-000496.txt : 20241015 0001754960-24-000496.hdr.sgml : 20241015 20241015154114 ACCESSION NUMBER: 0001754960-24-000496 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241015 DATE AS OF CHANGE: 20241015 EFFECTIVENESS DATE: 20241015 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Roberts Wealth Advisors, LLC CENTRAL INDEX KEY: 0001885319 ORGANIZATION NAME: 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: 241371660 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 09-30-2024 09-30-2024 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 10-15-2024 0 95 309148080 false INFORMATION TABLE 2 InformationTableOutput.xml LINDE PLCSHSG549501035166270 11005 SH SOLE 0 0 0 MEDTRONIC PLCSHSG5960L1034408320 50015 SH SOLE 0 0 0 TRANE TECHNOLOGIES PLCSHSG8994E10310260630 25878 SH SOLE 0 0 0 AT&T INCCOM00206R102218840 10011 SH SOLE 0 0 0 ABBVIE INCCOM00287Y109233740 1211 SH SOLE 0 0 0 ADOBE INCCOM00724F1013743140 7543 SH SOLE 0 0 0 ALPHABET INCCAP STK CL C02079K10713793560 83244 SH SOLE 0 0 0 ALPHABET INCCAP STK CL A02079K3051921270 11688 SH SOLE 0 0 0 AMAZON COM INCCOM02313510610354930 56671 SH SOLE 0 0 0 AMERICAN TOWER CORP NEWCOM03027X1005655530 25216 SH SOLE 0 0 0 ANALOG DEVICES INCCOM032654105333320 1453 SH SOLE 0 0 0 APPLE INCCOM03783310021292160 94309 SH SOLE 0 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW084670702277730 612 SH SOLE 0 0 0 BROADCOM INCCOM11135F101437370 2420 SH SOLE 0 0 0 CHEVRON CORP NEWCOM166764100776030 5217 SH SOLE 0 0 0 CISCO SYS 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