0001754960-21-000166.txt : 20211012 0001754960-21-000166.hdr.sgml : 20211012 20211012111016 ACCESSION NUMBER: 0001754960-21-000166 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211012 DATE AS OF CHANGE: 20211012 EFFECTIVENESS DATE: 20211012 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: 211317697 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 13F-HR LIVE false false false 0001885319 XXXXXXXX 09-30-2021 09-30-2021 Roberts Wealth Advisors, LLC

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

13F HOLDINGS REPORT 028-21375 N File13F.com 844-844-3453 Aryn Sands Reno NV 10-12-2021 0 91 252694 false INFORMATION TABLE 2 InformationTableOutput.xml LINDE PLCSHSG5494J1032775 9459 SH SOLE 9459 0 0 MEDTRONIC PLCSHSG5960L1034372 34876 SH SOLE 34876 0 0 TRANE TECHNOLOGIES PLCSHSG8994E1034544 26321 SH SOLE 26321 0 0 AT&T INCCOM00206R102894 33108 SH SOLE 33108 0 0 ADOBE SYSTEMS INCORPORATEDCOM00724F1011766 3068 SH SOLE 3068 0 0 AKAMAI TECHNOLOGIES INCCOM00971T1011401 13396 SH SOLE 13396 0 0 ALPHABET INCCAP STK CL C02079K10710541 3955 SH SOLE 3955 0 0 ALPHABET INCCAP STK CL A02079K3051970 737 SH SOLE 737 0 0 AMAZON COM INCCOM02313510610006 3046 SH SOLE 3046 0 0 ANALOG DEVICES INCCOM032654105265 1583 SH SOLE 1583 0 0 APPLE INCCOM03783310011769 83175 SH SOLE 83175 0 0 ASPEN TECHNOLOGY INCCOM0453271031395 11357 SH SOLE 11357 0 0 BERKSHIRE HATHAWAY INC DELCL B NEW084670702401 1469 SH SOLE 1469 0 0 CHARTER COMMUNICATIONS INC NCL A16119P108451 620 SH SOLE 620 0 0 CHEVRON CORP NEWCOM166764100340 3356 SH SOLE 3356 0 0 CHEWY INCCL A16679L1091657 24325 SH SOLE 24325 0 0 CISCO SYS INCCOM17275R1024196 77094 SH SOLE 77094 0 0 COSTCO WHSL CORP NEWCOM22160K1052575 5730 SH SOLE 5730 0 0 DANAHER CORPORATIONCOM235851102402 1320 SH SOLE 1320 0 0 DIAGEO PLCSPON ADR NEW25243Q2052302 11930 SH SOLE 11930 0 0 DIGITAL RLTY TR INCCOM2538681031962 13584 SH SOLE 13584 0 0 DISNEY WALT COCOM2546871064317 25519 SH SOLE 25519 0 0 DOCUSIGN INCCOM2561631062635 10237 SH SOLE 10237 0 0 DUPONT DE NEMOURS INCCOM26614N1022172 31939 SH SOLE 31939 0 0 ENVESTNET INCCOM29404K1061453 18106 SH SOLE 18106 0 0 EXXON MOBIL CORPCOM30231G102753 12803 SH SOLE 12803 0 0 FACEBOOK INCCL A30303M102286 844 SH SOLE 844 0 0 FEDEX CORPCOM31428X106763 3481 SH SOLE 3481 0 0 FIRST REP BK SAN FRANCISCO CCOM33616C1005271 27327 SH SOLE 27327 0 0 GLAXOSMITHKLINE PLCSPONSORED ADR37733W1052458 64328 SH SOLE 64328 0 0 HOME DEPOT INCCOM4370761023924 11954 SH SOLE 11954 0 0 ILLUMINA INCCOM4523271094268 10522 SH SOLE 10522 0 0 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