# EDGAR Filing Document

**Accession Number:** 0001885319
**File Stem:** 0001754960-25-000696
**Filing Date:** 2025-10
**Character Count:** 13305
**Document Hash:** 2e1e42217b8dd7538a39bbce2607065f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001754960-25-000696.hdr.sgml**: 20251021

**ACCESSION NUMBER**: 0001754960-25-000696

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251021

**DATE AS OF CHANGE**: 20251020

**EFFECTIVENESS DATE**: 20251021

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Roberts Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0001885319

**ORGANIZATION NAME:**
- **EIN:** 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:** 251405212

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Roberts Wealth Advisors LLC<br>**Address:** 855 EL CAMINO REAL #311 BUILDING 5<br>PALO ALTO, CA 94301

**Form 13F File Number:** 028-21375

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Aryn Sands<br>**Title:** Agent<br>**Phone:** 844-844-3453

**Signature, Place, and Date of Signing:**

Aryn Sands  Reno, NV  10-20-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 98

**Form 13F Information Table Value Total:** $376052670

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| LINDE PLC | SHS | G54950103 |  | 5027480 | 10584 | SH |  | SOLE |  | 0 | 0 | 10584 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 9349370 | 22157 | SH |  | SOLE |  | 0 | 0 | 22157 |
| ADOBE INC | COM | 00724F101 |  | 3011430 | 8537 | SH |  | SOLE |  | 0 | 0 | 8537 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 |  | 1995930 | 32507 | SH |  | SOLE |  | 0 | 0 | 32507 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 19852530 | 81513 | SH |  | SOLE |  | 0 | 0 | 81513 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2724670 | 11208 | SH |  | SOLE |  | 0 | 0 | 11208 |
| AMAZON COM INC | COM | 023135106 |  | 11874790 | 54082 | SH |  | SOLE |  | 0 | 0 | 54082 |
| AMERICAN TOWER CORP NEW | COM | 03027X100 |  | 5437150 | 28271 | SH |  | SOLE |  | 0 | 0 | 28271 |
| ANALOG DEVICES INC | COM | 032654105 |  | 387470 | 1577 | SH |  | SOLE |  | 0 | 0 | 1577 |
| APPLE INC | COM | 037833100 |  | 23269130 | 91384 | SH |  | SOLE |  | 0 | 0 | 91384 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 202610 | 403 | SH |  | SOLE |  | 0 | 0 | 403 |
| BLOOM ENERGY CORP | COM CL A | 093712107 |  | 503870 | 5958 | SH |  | SOLE |  | 0 | 0 | 5958 |
| BROADCOM INC | COM | 11135F101 |  | 631780 | 1915 | SH |  | SOLE |  | 0 | 0 | 1915 |
| CAMECO CORP | COM | 13321L108 |  | 3255950 | 38826 | SH |  | SOLE |  | 0 | 0 | 38826 |
| CHEVRON CORP NEW | COM | 166764100 |  | 978480 | 6301 | SH |  | SOLE |  | 0 | 0 | 6301 |
| CISCO SYS INC | COM | 17275R102 |  | 5315980 | 77696 | SH |  | SOLE |  | 0 | 0 | 77696 |
| COHERENT CORP | COM | 19247G107 |  | 5037850 | 46768 | SH |  | SOLE |  | 0 | 0 | 46768 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 5057690 | 5464 | SH |  | SOLE |  | 0 | 0 | 5464 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 |  | 1985060 | 4048 | SH |  | SOLE |  | 0 | 0 | 4048 |
| DATADOG INC | CL A COM | 23804L103 |  | 1987900 | 13960 | SH |  | SOLE |  | 0 | 0 | 13960 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 |  | 1659250 | 11595 | SH |  | SOLE |  | 0 | 0 | 11595 |
| DIMENSIONAL ETF TRUST | CALIF MUN BD ETF | 25434V633 |  | 420370 | 8437 | SH |  | SOLE |  | 0 | 0 | 8437 |
| DISNEY WALT CO | COM | 254687106 |  | 5700650 | 49787 | SH |  | SOLE |  | 0 | 0 | 49787 |
| DUPONT DE NEMOURS INC | COM | 26614N102 |  | 2947080 | 37832 | SH |  | SOLE |  | 0 | 0 | 37832 |
| ELECTRONIC ARTS INC | COM | 285512109 |  | 4260910 | 21125 | SH |  | SOLE |  | 0 | 0 | 21125 |
| TCW ETF TRUST | TRANSFORM SYSTEM | 29287L205 |  | 443910 | 4544 | SH |  | SOLE |  | 0 | 0 | 4544 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2264470 | 20084 | SH |  | SOLE |  | 0 | 0 | 20084 |
| META PLATFORMS INC | CL A | 30303M102 |  | 549320 | 748 | SH |  | SOLE |  | 0 | 0 | 748 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 470090 | 4235 | SH |  | SOLE |  | 0 | 0 | 4235 |
| GSK PLC | SPONSORED ADR | 37733W204 |  | 3674070 | 85127 | SH |  | SOLE |  | 0 | 0 | 85127 |
| HOME DEPOT INC | COM | 437076102 |  | 2461620 | 6075 | SH |  | SOLE |  | 0 | 0 | 6075 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 3645820 | 8152 | SH |  | SOLE |  | 0 | 0 | 8152 |
| INTUIT | COM | 461202103 |  | 3832510 | 5612 | SH |  | SOLE |  | 0 | 0 | 5612 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 494550 | 2607 | SH |  | SOLE |  | 0 | 0 | 2607 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1246440 | 1862 | SH |  | SOLE |  | 0 | 0 | 1862 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 303050 | 3653 | SH |  | SOLE |  | 0 | 0 | 3653 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 2187540 | 18409 | SH |  | SOLE |  | 0 | 0 | 18409 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 |  | 3049680 | 58580 | SH |  | SOLE |  | 0 | 0 | 58580 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 7722060 | 24481 | SH |  | SOLE |  | 0 | 0 | 24481 |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | 46641Q274 |  | 17698210 | 371733 | SH |  | SOLE |  | 0 | 0 | 371733 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 24927440 | 491375 | SH |  | SOLE |  | 0 | 0 | 491375 |
| LAM RESEARCH CORP | COM NEW | 512807306 |  | 216920 | 1620 | SH |  | SOLE |  | 0 | 0 | 1620 |
| LOWES COS INC | COM | 548661107 |  | 412900 | 1643 | SH |  | SOLE |  | 0 | 0 | 1643 |
| MERCK  CO INC | COM | 58933Y105 |  | 5450110 | 64936 | SH |  | SOLE |  | 0 | 0 | 64936 |
| MICROSOFT CORP | COM | 594918104 |  | 19037820 | 36756 | SH |  | SOLE |  | 0 | 0 | 36756 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 5583340 | 73961 | SH |  | SOLE |  | 0 | 0 | 73961 |
| NIKE INC | CL B | 654106103 |  | 4108400 | 58919 | SH |  | SOLE |  | 0 | 0 | 58919 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 690940 | 2300 | SH |  | SOLE |  | 0 | 0 | 2300 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 2509690 | 13451 | SH |  | SOLE |  | 0 | 0 | 13451 |
| ORACLE CORP | COM | 68389X105 |  | 2068520 | 7355 | SH |  | SOLE |  | 0 | 0 | 7355 |
| PAYPAL HLDGS INC | COM | 70450Y103 |  | 3274610 | 48831 | SH |  | SOLE |  | 0 | 0 | 48831 |
| PEPSICO INC | COM | 713448108 |  | 286780 | 2042 | SH |  | SOLE |  | 0 | 0 | 2042 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 4266510 | 27768 | SH |  | SOLE |  | 0 | 0 | 27768 |
| QUALCOMM INC | COM | 747525103 |  | 5214460 | 31344 | SH |  | SOLE |  | 0 | 0 | 31344 |
| QUALYS INC | COM | 74758T303 |  | 423460 | 3200 | SH |  | SOLE |  | 0 | 0 | 3200 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 4565640 | 13062 | SH |  | SOLE |  | 0 | 0 | 13062 |
| SHELL PLC | SPON ADS | 780259305 |  | 2250420 | 31461 | SH |  | SOLE |  | 0 | 0 | 31461 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2365640 | 3551 | SH |  | SOLE |  | 0 | 0 | 3551 |
| SPDR SERIES TRUST | PORTFOLIO SH TSR | 78468R101 |  | 2259770 | 77073 | SH |  | SOLE |  | 0 | 0 | 77073 |
| SALESFORCE INC | COM | 79466L302 |  | 3974510 | 16770 | SH |  | SOLE |  | 0 | 0 | 16770 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 2182020 | 22856 | SH |  | SOLE |  | 0 | 0 | 22856 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 942550 | 33783 | SH |  | SOLE |  | 0 | 0 | 33783 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 2343780 | 70236 | SH |  | SOLE |  | 0 | 0 | 70236 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 9387700 | 403251 | SH |  | SOLE |  | 0 | 0 | 403251 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 235850 | 9666 | SH |  | SOLE |  | 0 | 0 | 9666 |
| SEA LTD | SPONSORD ADS | 81141R100 |  | 4462000 | 24965 | SH |  | SOLE |  | 0 | 0 | 24965 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 81369Y100 |  | 261030 | 2913 | SH |  | SOLE |  | 0 | 0 | 2913 |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 81369Y209 |  | 1264710 | 9087 | SH |  | SOLE |  | 0 | 0 | 9087 |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 81369Y308 |  | 575870 | 7348 | SH |  | SOLE |  | 0 | 0 | 7348 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 1422380 | 5935 | SH |  | SOLE |  | 0 | 0 | 5935 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 606680 | 6791 | SH |  | SOLE |  | 0 | 0 | 6791 |
| SELECT SECTOR SPDR TR | FINANCIAL | 81369Y605 |  | 1637230 | 30392 | SH |  | SOLE |  | 0 | 0 | 30392 |
| SELECT SECTOR SPDR TR | INDL | 81369Y704 |  | 1141600 | 7402 | SH |  | SOLE |  | 0 | 0 | 7402 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 3738280 | 13263 | SH |  | SOLE |  | 0 | 0 | 13263 |
| SELECT SECTOR SPDR TR | COMMUNICATION | 81369Y852 |  | 1932030 | 16322 | SH |  | SOLE |  | 0 | 0 | 16322 |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 81369Y860 |  | 390500 | 9269 | SH |  | SOLE |  | 0 | 0 | 9269 |
| SNOWFLAKE INC | COM SHS | 833445109 |  | 270660 | 1200 | SH |  | SOLE |  | 0 | 0 | 1200 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 |  | 6297530 | 24375 | SH |  | SOLE |  | 0 | 0 | 24375 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 4268190 | 8800 | SH |  | SOLE |  | 0 | 0 | 8800 |
| TILRAY BRANDS INC | COM | 88688T100 |  | 77080 | 44553 | SH |  | SOLE |  | 0 | 0 | 44553 |
| TRADEWEB MKTS INC | CL A | 892672106 |  | 1687670 | 15207 | SH |  | SOLE |  | 0 | 0 | 15207 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 446450 | 4557 | SH |  | SOLE |  | 0 | 0 | 4557 |
| UNION PAC CORP | COM | 907818108 |  | 728020 | 3080 | SH |  | SOLE |  | 0 | 0 | 3080 |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 |  | 393970 | 905 | SH |  | SOLE |  | 0 | 0 | 905 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 921932703 |  | 420900 | 2110 | SH |  | SOLE |  | 0 | 0 | 2110 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 9073690 | 151430 | SH |  | SOLE |  | 0 | 0 | 151430 |
| VANGUARD CALIF TAX FREE FDS | TAX EXEMPT BD FD | 922021605 |  | 204830 | 2053 | SH |  | SOLE |  | 0 | 0 | 2053 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 |  | 6968450 | 139383 | SH |  | SOLE |  | 0 | 0 | 139383 |
| VANGUARD WORLD FD | UTILITIES ETF | 92204A876 |  | 307900 | 1626 | SH |  | SOLE |  | 0 | 0 | 1626 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 9467120 | 174735 | SH |  | SOLE |  | 0 | 0 | 174735 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 259270 | 3244 | SH |  | SOLE |  | 0 | 0 | 3244 |
| VENTAS INC | COM | 92276F100 |  | 5090280 | 72729 | SH |  | SOLE |  | 0 | 0 | 72729 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 12296220 | 48357 | SH |  | SOLE |  | 0 | 0 | 48357 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 2860260 | 65080 | SH |  | SOLE |  | 0 | 0 | 65080 |
| VISA INC | COM CL A | 92826C839 |  | 5535200 | 16214 | SH |  | SOLE |  | 0 | 0 | 16214 |
| WILLIAMS SONOMA INC | COM | 969904101 |  | 5298500 | 27109 | SH |  | SOLE |  | 0 | 0 | 27109 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 |  | 1916810 | 19460 | SH |  | SOLE |  | 0 | 0 | 19460 |
| ZOETIS INC | CL A | 98978V103 |  | 2852860 | 19497 | SH |  | SOLE |  | 0 | 0 | 19497 |

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