Institutions / Robinson Smith Wealth Advisors LLC
Robinson Smith Wealth Advisors LLC
CIK 2008554 · Institution · as of Dec 31, 2025
Portfolio value
$146.44M
Positions
84
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 84 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $28.16M | 19.2% |
| Capital Grp Fixed Incm ETF T | $9.10M | 6.2% |
| iShares Tr | $8.28M | 5.7% |
| Johnson & Johnson | $7.51M | 5.1% |
| Dimensional ETF Trust | $5.44M | 3.7% |
| Neuberger Berman ETF Trust | $5.11M | 3.5% |
| Dimensional ETF Trust | $4.64M | 3.2% |
| Dimensional ETF Trust | $4.54M | 3.1% |
| iShares Tr | $3.85M | 2.6% |
| J P Morgan Exchange Traded F | $3.83M | 2.6% |
| Franklin Templeton ETF Tr | $3.51M | 2.4% |
| iSHARES TRUST | $3.39M | 2.3% |
| Dimensional ETF Trust | $3.32M | 2.3% |
| Vanguard Index Fds | $3.29M | 2.2% |
| Apple Inc. | $2.99M | 2.0% |
| Putnam ETF Trust | $2.45M | 1.7% |
| iShares Tr | $2.22M | 1.5% |
| Vanguard Specialized Funds | $2.20M | 1.5% |
| Schwab Strategic Tr | $2.18M | 1.5% |
| iSHARES TRUST | $2.08M | 1.4% |
| Vanguard Index Fds | $1.94M | 1.3% |
| SPDR S&P 500 ETF Tr | $1.77M | 1.2% |
| iShares Tr | $1.63M | 1.1% |
| iShares Tr | $1.60M | 1.1% |
| Microsoft Corp | $1.59M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.