Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Robinswood Financial LLC 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Robinswood Financial LLC (CIK 2139748) reported $348.9M across 428 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VBK ($21.9M, 6.28%), VTV ($21.4M, 6.12%), VBR ($20.1M, 5.75%), EFG ($19.1M, 5.48%), VWO ($18.9M, 5.42%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VBKVANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES$21.9M6.28%59,919Added
2VTVVANGUARD VALUE INDEX FUND ETF SHARES$21.4M6.12%98,042Added
3VBRVANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES$20.1M5.75%82,608Added
4EFGISHARES MSCI EAFE GROWTHETF$19.1M5.48%153,573Added
5VWOVANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES$18.9M5.42%317,066Added
6VUGVANGUARD GROWTH INDEX FUND ETF SHARES$16.8M4.82%195,103Added
7SCHOSCHWAB SHORT-TERM U.S. TREASURY ETF$16.5M4.72%682,357Added
8VMBSVANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES$16.4M4.70%350,470Added
9AGGISHARES CORE U.S. AGGREGATE BOND ETF$16.2M4.64%163,669Added
10AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF$14.8M4.25%143,954Added
11DFIVDIMENSIONAL INTERNATIONAL VALUE ETF$13.8M3.94%254,698Added
12IJHISHARES CORE S&P MID-CAPETF$13.3M3.81%172,241Trimmed
13SCHPSCHWAB U.S. TIPS ETF$12.4M3.56%468,805Added
14DFISDIMENSIONAL INTERNATIONAL SMALL CAP ETF$9.9M2.85%283,738Added
15VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND ET$8.9M2.54%176,420Added
16VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND ETF SHARES$7.9M2.27%117,576Added
17IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF$7.4M2.12%146,112Added
18SPYGSTATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF$6.2M1.79%52,374Added
19EFVISHARES MSCI EAFE VALUE ETF$6.0M1.72%78,491Trimmed
20VOVANGUARD MID-CAP INDEX FUND ETF SHARES$5.8M1.66%71,785Added
21SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF$5.8M1.66%85,604Added
22SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF$5.6M1.61%116,721Added
23VBILVANGUARD 0-3 MONTH TREASURY BILL ETF$5.0M1.44%66,157Trimmed
24MSFTMICROSOFT CORP$4.3M1.22%11,432Trimmed
25PDNINVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF$3.7M1.07%83,163Trimmed

Source: SEC Form 13F filings · as of 2026-06-30