Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ROBINSON SMITH WEALTH ADVISORS LLC (CIK 2008554) reported $147.8M across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHB ($27.1M, 18.35%), CGMU ($9.5M, 6.42%), JNJ ($8.9M, 6.00%), PVAL ($8.8M, 5.93%), DFIC ($8.0M, 5.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | $27.1M | 18.35% | 1.1M | Added |
| 2 | CGMU | CAPITAL GRP FIXED INCM ETF T | $9.5M | 6.42% | 349,684 | Added |
| 3 | JNJ | JOHNSON & JOHNSON | $8.9M | 6.00% | 36,290 | Hold |
| 4 | PVAL | PUTNAM ETF TRUST | $8.8M | 5.93% | 188,877 | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $8.0M | 5.43% | 225,822 | Added |
| 6 | NBSD | NEUBERGER BERMAN ETF TRUST | $5.6M | 3.80% | 110,652 | Added |
| 7 | DUHP | DIMENSIONAL ETF TRUST | $5.6M | 3.76% | 151,159 | Added |
| 8 | DFAU | DIMENSIONAL ETF TRUST | $4.8M | 3.25% | 106,337 | Added |
| 9 | FLMI | FRANKLIN TEMPLETON ETF TR | $3.9M | 2.61% | 155,847 | Added |
| 10 | JMST | J P MORGAN EXCHANGE TRADED F | $3.5M | 2.38% | 68,869 | Trimmed |
| 11 | DFAI | DIMENSIONAL ETF TRUST | $3.5M | 2.34% | 88,839 | Trimmed |
| 12 | IWF | ISHARES TR | $3.5M | 2.34% | 8,108 | Trimmed |
| 13 | QUAL | ISHARES TR | $3.2M | 2.19% | 16,906 | Trimmed |
| 14 | IUSV | ISHARES TR | $2.9M | 1.96% | 28,340 | Trimmed |
| 15 | VOO | VANGUARD INDEX FDS | $2.9M | 1.94% | 4,791 | Trimmed |
| 16 | AAPL | APPLE INC | $2.4M | 1.63% | 9,466 | Trimmed |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $2.2M | 1.46% | 10,001 | Hold |
| 18 | OEF | ISHARES TR | $2.1M | 1.39% | 6,479 | Hold |
| 19 | ITOT | ISHARES TR | $2.0M | 1.33% | 13,764 | Trimmed |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $1.7M | 1.14% | 2,594 | Hold |
| 21 | SCHG | SCHWAB STRATEGIC TR | $1.5M | 1.04% | 53,024 | Trimmed |
| 22 | VUG | VANGUARD INDEX FDS | $1.5M | 1.03% | 3,493 | Trimmed |
| 23 | RTX | RTX CORPORATION | $1.5M | 1.00% | 7,639 | Hold |
| 24 | IUSG | ISHARES TR | $1.5M | 1.00% | 9,542 | Hold |
| 25 | MSFT | MICROSOFT CORP | $1.2M | 0.82% | 3,259 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31