Roberts Wealth Advisors, LLC

SEC CIK: 0001885319
Latest filing: Jul 29, 2026

SEC filings (opens in a new tab)

RTX holding history

RTX Corp in every 13F filed by Roberts Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RTX overview All 13F holders of RTX Full Q2 2026 holdings

Shares (Q2 2026): 13,300
Value: $2.52M
% of portfolio: 0.6%
Quarters held: 3; Since Q4 2025

Holdings of RTX by Roberts Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,300	$2.52M	0.6%	+475+3.7%	Added	Holders
Q1 2026	12,825	$2.47M	0.6%	+368+3.0%	Added	Holders
Q4 2025	12,457	$2.28M	0.6%	+12,457	New	Holders