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Jonathan Roberts Advisory Group, Inc.
Robert J. Wood · Investment Advisor · Multi-Strategy
Jonathan Roberts Advisory Group, Inc., doing business as J.W. Cole Advisors, Inc., is a Florida-based registered investment advisor headquartered in Tampa. Founded in 2000 by John Carlson and R.J. Wood, the firm provides comprehensive financial planning and investment management services primarily to individuals and high-net-worth clients. Operating as a full-service independent advisor, it manages several billion dollars in assets through an extensive network of independent financial professionals. The firm focus on delivering tailored wealth strategies utilizing a broad platform of investment products, including mutual funds, equities, and insurance services, while maintaining a significant presence in the independent advisory space.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +20.5% |
| YTD return | +15.0% |
| Sharpe ratio | 2.17 |
| Win rate | 41% |
| AUM | $1.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.jw-cole.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 27.1% | +26.8% |
| NVDA | NVIDIA Corporation | 14.8% | +17.8% |
| MSFT | Microsoft Corporation | 9.0% | +26.5% |
| GOOGL | Alphabet Inc Class A | 8.3% | +27.0% |
| AMZN | Amazon.com Inc | 7.8% | +11.8% |
| XOM | Exxon Mobil Corp | 4.1% | +22.3% |
| JPM | JPMorgan Chase & Co | 3.0% | +12.8% |
| LLY | Eli Lilly and Company | 2.6% | -2.1% |
| MU | Micron Technology Inc | 2.4% | +15.0% |
| META | Meta Platforms Inc. | 2.4% | +10.1% |
| JNJ | Johnson & Johnson | 2.3% | +2.4% |
| AMD | Advanced Micro Devices Inc | 2.1% | +58.8% |
| TSLA | Tesla Inc | 2.1% | -11.5% |
| CVX | Chevron Corp | 2.0% | +3.6% |
| WMT | Walmart Inc. Common Stock | 2.0% | -1.8% |
| AVGO | Broadcom Inc | 1.8% | +3.9% |
| COST | Costco Wholesale Corp | 1.5% | -4.7% |
| AMAT | Applied Materials Inc | 1.5% | +3.9% |
| PLTR | Palantir Technologies Inc. | 1.5% | 0.0% |
| ABBV | AbbVie Inc | 1.5% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | SELL | PM | 1.5% → 0.0% |
| Sep 21, 2026 | SELL | JPM | 3.1% → 3.0% |
| Sep 21, 2026 | SELL | AMAT | 1.7% → 1.5% |
| Sep 21, 2026 | SELL | TSLA | 2.2% → 2.1% |
| Sep 21, 2026 | BUY | JNJ | 2.3% → 2.3% |
Investment Style Analysis
Jonathan Roberts Advisory Group, Inc. is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $1.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Consumer Electronics and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Jonathan Roberts Advisory Group, Inc. made a significant move by reducing the position in PM. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution’s investment philosophy is rooted in personalized financial planning and long-term asset management designed to align with the specific objectives and risk tolerances of its clients. By utilizing a wide range of investment vehicles, including public and private stocks, bonds, and mutual funds, the firm seeks to provide diversified portfolio strategies. Their approach emphasizes a process-driven methodology often referred to as 'Clarity, Confidence, and Freedom,' focusing on transparency and regular account reviews to ensure investment strategies remain consistent with client goals over time. The firm also provides various management programs, including wrap fee accounts and third-party managed options, to offer clients flexibility in how their assets are overseen.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Jonathan Roberts Advisory Group, Inc..
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Frequently asked questions
How is the simulated portfolio for Jonathan Roberts Advisory Group, Inc. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Jonathan Roberts Advisory Group, Inc.'s largest holding?
As of the latest filing, Jonathan Roberts Advisory Group, Inc.'s top position is Apple Inc (AAPL), representing 27.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Jonathan Roberts Advisory Group, Inc.'s historical performance and risk profile?
Our simulation indicates a total return of +20.5% with a win rate of 41%. Notably, the portfolio maintains a Sharpe Ratio of 2.17, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Jonathan Roberts Advisory Group, Inc. primarily invest in?
Jonathan Roberts Advisory Group, Inc. has a strong preference for the Consumer Electronics sector, which makes up 27.1% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Jonathan Roberts Advisory Group, Inc.'s portfolio concentrated or diversified?
Jonathan Roberts Advisory Group, Inc. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 50.9% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Jonathan Roberts Advisory Group, Inc. performed in 2026?
Our AI-simulated model portfolio for Jonathan Roberts Advisory Group, Inc. tracks a Year-to-Date (YTD) return of +15.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Robert J. Wood manage Jonathan Roberts Advisory Group, Inc. directly?
Yes, Robert J. Wood serves as the key portfolio manager for Jonathan Roberts Advisory Group, Inc., overseeing the investment strategy and final capital allocation decisions.