Arkolith/Funds/Roberts Financial Services LLC

Roberts Financial Services LLC

CIK 1767602
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Roberts Financial Services LLC holds a focused book of 33 stocks worth $341.5M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Barrick Mining Corp and trimmed SS SPDR P S&P 500 Growth ETF. Their largest long position is Ishares Core Msci Europe ETF at 18% of the equity book.

Opened
2
bought for the first time
Added to
11
already held, bought more
Trimmed
17
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: focused book

Top 5 holdings
60%
Top 10 holdings
84%
Top 20 holdings
99%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

1% mapped to company sectors

ETF / fund or unclassified
99%
Materials
0%
Information Technology
0%
Health Care
0%
Consumer Discretionary
0%
Utilities
0%
Financials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Roberts Financial Services LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY33 / 33$155.0B
JPMORGAN CHASE & CO33 / 33$141.3B
BANK OF AMERICA CORP /DE/33 / 33$137.5B
FMR LLC33 / 33$128.0B
GOLDMAN SACHS GROUP INC33 / 33$84.9B
PNC FINANCIAL SERVICES GROUP, INC.33 / 33$70.0B
WELLS FARGO & COMPANY/MN33 / 33$53.8B
LPL Financial LLC33 / 33$46.8B

Ranked by how many of Roberts Financial Services LLC's top 33 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

33 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
CORE MSCI EURO
$61.8M822.8K
18.1%
+1.9%
Added · +16K sh
2SPDR Series Trust
ST INTER BD ETF
$39.5M1.18M
11.6%
+3.1%
Added · +36K sh
3Ishares TR
BROAD USD HIGH
$36.9M998.0K
10.8%
+2.3%
Added · +23K sh
4SPDR Series Trust
ST STR P500VAL
$33.6M553.0K
9.8%
+0.6%
Added · +3K sh
5SPDR Series Trust
ST STR P500GRW
$32.5M272.8K
9.5%
−5.1%
Reduced · −15K sh
6Ishares TR
US TREAS BD ETF
$18.7M820.1K
5.5%
+0.5%
Added · +4K sh
7Ishares TR
CORE MSCI PAC
$17.1M208.9K
5.0%
−0.5%
Reduced · −1K sh
8Ishares TR
CORE S&P US GWT
$16.7M88.6K
4.9%
−3.6%
Reduced · −3K sh
9Vanguard Index FDS
MCAP VL IDXVIP
$15.2M77.0K
4.5%
−0.4%
Reduced · −300 sh
10Vanguard Index FDS
MCAP GR IDXVIP
$15.1M49.3K
4.4%
−0.6%
Reduced · −287 sh
11SPDR Series Trust
ST LON TREAS ETF
$12.7M482.9K
3.7%
+2.9%
Added · +13K sh
12Ishares TR
CORE S&P US VLU
$12.3M111.7K
3.6%
+1.3%
Added · +1K sh
13SPDR Series Trust
ST STR SP600GRWO
$7.2M60.4K
2.1%
−0.1%
Reduced · −37 sh
14SPDR Series Trust
ST STR SP600SM C
$6.7M61.4K
2.0%
−0.2%
Reduced · −101 sh
15Ishares TR
IBOXX INV CP ETF
$3.9M35.8K
1.1%
+0.1%
Added · +39 sh
16Schwab Strategic TR
SHT TM US TRES
$1.6M67.8K
0.5%
−1.5%
Reduced · −1K sh
17Barrick MNG Corp
COM SHS
$1.6M44.4K
0.5%
New
New position
18Ishares TR
20 YR TR BD ETF
$1.3M15.4K
0.4%
−0.6%
Reduced · −86 sh
19Ishares TR
RUS MDCP VAL ETF
$1.1M6.8K
0.3%
−3.4%
Reduced · −239 sh
20Ishares TR
RUS MD CP GR ETF
$1.0M7.0K
0.3%
−1.9%
Reduced · −134 sh
21Ishares TR
CORE US AGGBD ET
$575K5.8K
0.2%
−3.3%
Reduced · −200 sh
22Apple Inc
COM
$494K1.7K
0.1%
+29%
Added · +382 sh
23Ishares TR
SP SMCP600VL ETF
$489K3.6K
0.1%
−5.7%
Reduced · −215 sh
24Ishares TR
S&P SML 600 GWT
$474K2.7K
0.1%
−3.6%
Reduced · −99 sh
25Ishares TR
TRUST ISHARE 0-1
$418K3.8K
0.1%
−6.1%
Reduced · −247 sh
26Eli Lilly & Co
COM
$381K318
0.1%
Held
27Tesla Inc
COM
$379K900
0.1%
+13%
Added · +100 sh
28Wec Energy Group Inc
COM
$357K3.1K
0.1%
Held
29Fidelity Comwlth TR
NASDAQ COMPSIT
$271K2.6K
0.1%
+0.1%
Added · +3 sh
30State STR SPDR S&P 500 ETF T
TR UNIT
$254K340
0.1%
Held
31Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$248K818
0.1%
New
New position
32Huntington Bancshares Inc
COM
$247K13.9K
0.1%
−0.7%
Reduced · −102 sh
33Ishares TR
CORE S&P500 ETF
$245K327
0.1%
−1.8%
Reduced · −6 sh
Showing all 33 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202633$341.5M13F-HR
Q1 2026Mar 31, 2026Apr 15, 202631$314.5M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202630$318.5M13F-HR
Q3 2025Sep 30, 2025Oct 28, 202530$309.6M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.