First seen by DFX
Sep 19, 2026
date not stated
Roberts Financial Services LLC: NOT_FAMILY_OFFICE -> CANDIDATE_FAMILY_OFFICE (13F filer that is on no adviser roster and is not institutional by name: could be an SFO, a corporate treasury or a trust company)
First seen by DFX
Sep 12, 2026
date not stated
Roberts Financial Services LLC: CANDIDATE_FAMILY_OFFICE -> NOT_FAMILY_OFFICE (the office describes itself as a not family office (cited))
First seen by DFX
Sep 12, 2026
date not stated
Roberts Financial Services LLC files Form 13F (non_adviser_filer, $318,526,154 in 30 positions)
Roberts Financial Services LLC reported $314,464,749 across 31 13(f) positions for the quarter ended 2026-03-31
Roberts Financial Services LLC reduced Schwab Strategic Tr 200,754 -> 68,858 shares ($4,892,363 -> $1,671,186)
Roberts Financial Services LLC reduced Spdr Series Trust 126,915 -> 60,482 shares ($11,954,161 -> $5,843,746)
Roberts Financial Services LLC increased Ishares Tr 543,298 -> 807,195 shares ($38,563,288 -> $56,721,586)
Roberts Financial Services LLC increased Ishares Tr 138,990 -> 209,892 shares ($10,175,432 -> $16,058,823)
Roberts Financial Services LLC increased Spdr Series Trust 887,718 -> 1,144,665 shares ($30,013,742 -> $38,392,067)
Roberts Financial Services LLC reported $318,526,154 across 30 13(f) positions for the quarter ended 2025-12-31
Roberts Financial LLC reported $309,625,869 across 30 13(f) positions for the quarter ended 2025-09-30
Roberts Financial LLC reduced Spdr Series Trust 134,128 -> 73,376 shares ($10,698,009 -> $6,504,807)
Roberts Financial LLC increased Ishares Tr 635,433 -> 897,634 shares ($14,602,235 -> $20,753,291)
Roberts Financial LLC increased Schwab Strategic Tr 150,212 -> 191,688 shares ($3,662,174 -> $4,677,194)
ERTS Wealth Advisors, LLC reported $289,973,874 across 30 13(f) positions for the quarter ended 2025-06-30
ERTS Wealth Advisors, LLC reduced Vanguard Index Fds 107,045 -> 57,917 shares ($26,187,470 -> $16,471,140)
ERTS Wealth Advisors, LLC reduced Apple Inc 18,821 -> 1,407 shares ($4,180,690 -> $288,761)
ERTS Wealth Advisors, LLC exited Ishares Tr (was $5,758,739, 185,646 shares)
ERTS Wealth Advisors, LLC exited Microsoft Corp (was $2,065,771, 5,503 shares)
ERTS Wealth Advisors, LLC reduced Ishares Tr 30,583 -> 15,908 shares ($2,783,966 -> $1,403,869)
ERTS Wealth Advisors, LLC reduced Ishares Tr 949,471 -> 635,433 shares ($21,823,574 -> $14,602,235)
ERTS Wealth Advisors, LLC reduced Ishares Tr 221,265 -> 135,449 shares ($13,771,519 -> $9,305,365)
ERTS Wealth Advisors, LLC reduced Ishares Tr 751,438 -> 433,730 shares ($45,199,017 -> $28,712,893)
ERTS Wealth Advisors, LLC reduced Ishares Tr 1,796,957 -> 1,061,940 shares ($66,145,973 -> $39,833,372)
ERTS Wealth Advisors, LLC reduced Spdr Series Trust 229,505 -> 120,797 shares ($19,048,914 -> $10,720,741)
ERTS Wealth Advisors, LLC reduced Spdr Series Trust 256,415 -> 134,128 shares ($20,102,918 -> $10,698,009)
ERTS Wealth Advisors, LLC reduced Spdr Series Trust 1,352,832 -> 809,255 shares ($44,968,116 -> $27,174,769)
ERTS Wealth Advisors, LLC reduced Spdr Series Trust 723,250 -> 374,688 shares ($58,127,574 -> $35,715,240)
ERTS Wealth Advisors, LLC reduced Spdr Series Trust 1,015,268 -> 469,660 shares ($51,849,740 -> $24,581,999)
ERTS Wealth Advisors, LLC reduced Spdr Series Trust 1,197,752 -> 475,915 shares ($32,650,705 -> $12,649,824)
ERTS Wealth Advisors, LLC reduced Vanguard Index Fds 176,248 -> 90,963 shares ($28,294,864 -> $14,959,778)
ERTS Wealth Advisors, LLC reported $514,720,848 across 81 13(f) positions for the quarter ended 2025-03-31
ERTS Wealth Advisors, LLC reduced Ishares Tr 263,078 -> 185,646 shares ($7,203,076 -> $5,758,739)
ERTS Wealth Advisors, LLC increased Ishares Tr 90,848 -> 123,329 shares ($12,659,734 -> $15,672,672)
ERTS Wealth Advisors, LLC increased Spdr Ser Tr 543,279 -> 723,250 shares ($47,754,228 -> $58,127,574)
ERTS Wealth Advisors, LLC reduced Ishares Tr 1,082,780 -> 751,438 shares ($58,448,433 -> $45,199,017)
ERTS Wealth Advisors, LLC reduced Ishares Tr 327,100 -> 221,265 shares ($19,985,809 -> $13,771,519)
ERTS Wealth Advisors, LLC reported $529,952,090 across 85 13(f) positions for the quarter ended 2024-12-31