SEC Form 13F

Roberts Financial Services LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-07
Reported value$341,471,200
Positions33

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIEURCORE MSCI EURO$61,847,323822,766
SPDR SERIES TRUSTSPIBST INTER BD ETF$39,502,1481,180,578
ISHARES TRUSHYBROAD USD HIGH$36,944,298997,955
SPDR SERIES TRUSTSPYVST STR P500VAL$33,613,818552,950
SPDR SERIES TRUSTSPYGST STR P500GRW$32,456,313272,765
ISHARES TRGOVTUS TREAS BD ETF$18,681,353820,077
ISHARES TRIPACCORE MSCI PAC$17,114,206208,888
ISHARES TRIUSGCORE S&P US GWT$16,656,16588,554
VANGUARD INDEX FDSVOEMCAP VL IDXVIP$15,215,29877,001
VANGUARD INDEX FDSVOTMCAP GR IDXVIP$15,093,77649,278

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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