Roberts Wealth Advisors, LLC
Annual return '25
+27.9%
SPY '25
+17.7%
Alpha
+10.2ptsvs SPY
Invested
$449.5M
Holdings
10
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$APPF
APPFOLIO INC
Held since at least Q1 2024
19.8%
02
$DASH
DOORDASH INC
Held since at least Q1 2024
18.8%
03
$NU
NU HLDGS LTD
Held since at least Q1 2024
14.1%
04
$UI
UBIQUITI INC
Held since at least Q1 2024
10.4%
05
$CPNG
COUPANG INC
Held since at least Q1 2024
8.8%
06
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 10.3k shares)
7.0%
07
$AMD
ADVANCED MICRO DEVICES INC
Held since at least Q1 2024
6.4%
08
$SE
SEA LTD
Q1 2026: Exited (was 41.0k shares)
6.3%
09
$NBIS
NEBIUS GROUP N.V.
Held since at least Q1 2024
5.5%
10
$SPOT
SPOTIFY TECHNOLOGY S A
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 16:55 UTC.