Home › ROBINSON SMITH WEALTH ADVISORS LLC

ROBINSON SMITH WEALTH ADVISORS LLC 13F holdings

Filed 2026-07-29 · ROBINSON SMITH WEALTH ADVISORS LLC · 98 positions · $166.9M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
SCHBSCHWAB STRATEGIC TR1.1M$31.1M18.6%
PVALPUTNAM ETF TRUST197.3K$10.1M6.0%
DFICDIMENSIONAL ETF TRUST252.6K$9.4M5.6%
CGMUCAPITAL GRP FIXED INCM ETF T326.1K$9.0M5.4%
JNJJOHNSON & JOHNSON32.6K$8.3M5.0%
DUHPDIMENSIONAL ETF TRUST151.2K$6.3M3.8%
DFAUDIMENSIONAL ETF TRUST110.7K$5.7M3.4%
NBSDNEUBERGER BERMAN ETF TRUST103.6K$5.2M3.1%
VOOVANGUARD INDEX FDS6.2K$4.3M2.6%
IWFISHARES TR32.4K$4.0M2.4%
QUALISHARES TR16.8K$3.7M2.2%
DFAIDIMENSIONAL ETF TRUST87.0K$3.6M2.2%
FLMIFRANKLIN TEMPLETON ETF TR141.0K$3.5M2.1%
IUSVISHARES TR27.6K$3.0M1.8%
JMSTJ P MORGAN EXCHANGE TRADED F57.5K$2.9M1.8%
AAPLAPPLE INC8.6K$2.5M1.5%
OEFISHARES TR6.5K$2.4M1.4%
VIGVANGUARD SPECIALIZED FUNDS9.8K$2.3M1.4%
ITOTISHARES TR13.8K$2.3M1.4%
IUSGISHARES TR11.8K$2.2M1.3%
SPYSTATE STR SPDR S&P 500 ETF T2.6K$1.9M1.2%
VUGVANGUARD INDEX FDS21.0K$1.8M1.1%
SCHGSCHWAB STRATEGIC TR53.0K$1.8M1.1%
AMZNAMAZON COM INC6.2K$1.5M0.9%
RTXRTX CORPORATION7.4K$1.4M0.8%
IVWISHARES TR9.7K$1.3M0.8%
DFACDIMENSIONAL ETF TRUST28.8K$1.3M0.8%
GOOGLALPHABET INC3.5K$1.3M0.8%
SCHXSCHWAB STRATEGIC TR39.7K$1.2M0.7%
MSFTMICROSOFT CORP3.1K$1.2M0.7%
IQLTISHARES TR19.7K$978,1810.6%
AIVLWISDOMTREE TR7.3K$959,3210.6%
VYMVANGUARD WHITEHALL FDS5.8K$908,6730.5%
SCHVSCHWAB STRATEGIC TR24.9K$868,5100.5%
BRK-BBERKSHIRE HATHAWAY INC DEL1.7K$842,6570.5%
IWDISHARES TR3.1K$752,7450.5%
DFSIDIMENSIONAL ETF TRUST16.4K$739,9200.4%
GOOGALPHABET INC2.1K$731,3930.4%
DFUSDIMENSIONAL ETF TRUST8.9K$730,1670.4%
GNWGENWORTH FINL INC76.8K$727,1260.4%
USFRWISDOMTREE TR14.4K$725,4930.4%
IBDUISHARES TR30.7K$710,6730.4%
LLYELI LILLY & CO587$704,0650.4%
PGPROCTER & GAMBLE CO4.5K$655,9210.4%
VEAVANGUARD TAX-MANAGED FDS9.1K$649,1590.4%
NVDANVIDIA CORPORATION3.1K$616,8770.4%
IVEISHARES TR2.7K$610,5640.4%
SCHASCHWAB STRATEGIC TR16.4K$590,9100.4%
JPMJPMORGAN CHASE & CO1.7K$549,2600.3%
IBDSISHARES TR22.5K$544,3690.3%
BLKBLACKROCK INC552$530,5330.3%
—MORGAN STANLEY ETF TRUST10.1K$512,2740.3%
IBDTISHARES TR20.0K$506,2190.3%
TFLOISHARES TR9.5K$483,1470.3%
NEENEXTERA ENERGY INC5.5K$481,6820.3%
VOVANGUARD INDEX FDS5.9K$478,2640.3%
DLNWISDOMTREE TR4.8K$458,7720.3%
BNDVANGUARD BD INDEX FDS6.1K$446,1130.3%
VTIVANGUARD INDEX FDS1.2K$443,6780.3%
DONWISDOMTREE TR7.8K$440,8560.3%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}