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CIK: 0002008554
Total reported value
$166.9M
$166.9M
85 檔
28.8%
During the Q1 2025 filing period, Robinson Smith Wealth Advisors LLC (CIK: 0002008554) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $166.9M across 85 reported positions.
During Q1 2025, Robinson Smith Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 19.11% | +0.26% | +1.95% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 7.82% | -0.14% | +0.79% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 5.07% | -1.03% | -3.22% | |
| 4 | CGMU | Cap Group Municipal Income | ETF-Other | 4.94% | -1.05% | +10.52% | |
| 5 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.28% | -0.04% | +0.83% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.04% | +0.18% | +9.63% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.92% | -0.04% | +5.36% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.81% | +0.02% | -1.99% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.56% | -0.14% | +15.58% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.41% | +0.07% | — | |
| 11 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.20% | -0.62% | +3.79% | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 2.17% | -0.19% | +7.35% | |
| 13 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.12% | +0.02% | +8.30% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.09% | +0.62% | -10.35% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.69% | +0.04% | -2.77% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.64% | -0.07% | +1.46% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.47% | +0.03% | — | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.27% | +0.02% | +7.81% | |
| 19 | MUB | Ishares National Muni Bond E | ETF-Other | 1.27% | — | -0.13% | |
| 20 | IQLT | Ishares Msci International Q | ETF-Other | 1.20% | -0.16% | +19.27% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 1.18% | +0.05% | -35.17% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.18% | -0.13% | +8.16% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | +0.03% | -10.74% | |
| 24 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.01% | +0.33% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.10% | +5.16% | |
| 26 | RTX | Rtx CORP | Stock-Industrials | 0.94% | -0.16% | +5.23% | |
| 27 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.78% | -0.02% | -1.72% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.76% | -0.28% | +0.91% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.06% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.05% | — | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.72% | +0.01% | — | |
| 32 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.70% | -0.03% | — | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.07% | — | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.66% | -0.12% | +12.55% | |
| 35 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.61% | -0.06% | -8.81% | |
| 36 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.60% | -0.12% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.19% | +18.45% | |
| 38 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.57% | -0.01% | +218.44% | |
| 39 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.52% | -0.07% | — | |
| 40 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.50% | +0.01% | +81.81% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.49% | — | — | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.16% | +0.51% | |
| 43 | GNW | Genworth Financial Inc | Stock-Financials | 0.46% | +0.02% | — | |
| 44 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.45% | -0.02% | — | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | -0.17% | +8.02% | |
| 46 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.43% | -0.01% | — | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.42% | — | — | |
| 48 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.41% | -0.04% | +5.32% | |
| 49 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.41% | -0.01% | — | |
| 50 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 0.40% | — | +39.55% |
According to official SEC Form 13F filings, Robinson Smith Wealth Advisors LLC reported a total U.S. public equity portfolio value of $166.9M across 85 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, IUSV, JNJ) accounted for 28.8% of total reported equity market value during Q1 2025.
During Q1 2025, Robinson Smith Wealth Advisors LLC's top holdings by market value included SCHB (19.1%)、IUSV (7.8%)、JNJ (5.1%). The largest single position, SCHB, represented 19.1% of total portfolio value.
In Q1 2025, Robinson Smith Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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