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CIK: 0002008554
Total reported value
$166.9M
$166.9M
91 檔
29.6%
As reported in its official Q2 2025 Form 13F filing, Robinson Smith Wealth Advisors LLC's tracked investment portfolio stood at $166.9M with 91 total positions.
During Q2 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 | 19.04% | +0.26% | -5.70% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 7.64% | -0.14% | -0.21% | |
| 3 | CGMU | Cap Group Municipal Income | ETF-Other | 5.02% | -1.05% | +6.98% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.45% | -1.03% | -0.13% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 3.35% | -0.19% | +46.03% | |
| 6 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.26% | +0.18% | +2.06% | |
| 7 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 3.05% | -0.04% | -2.63% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.71% | +0.07% | +0.09% | |
| 9 | SCHO | Schwab Short-term US Treas | ETF-Other | 2.64% | -0.04% | -5.47% | |
| 10 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.55% | +0.02% | +17.29% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.50% | +0.02% | -12.97% | |
| 12 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.41% | -0.62% | +14.62% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | +0.62% | -1.60% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.80% | -0.14% | -20.06% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.77% | +0.04% | -5.74% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.72% | -0.07% | +3.75% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.58% | +0.03% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.52% | -0.13% | +1.65% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.47% | +0.02% | +9.53% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 1.41% | +0.05% | +5.73% | |
| 21 | IQLT | Ishares Msci International Q | ETF-Other | 1.30% | -0.16% | +4.48% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.28% | +0.03% | +3.60% | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.15% | +0.33% | — | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.10% | +0.10% | +4.31% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.93% | -0.16% | -5.68% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.86% | +0.06% | — | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.80% | +0.01% | +4.49% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | -0.28% | +1.90% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | -0.12% | -7.13% | |
| 30 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.69% | -0.03% | — | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.05% | +1.20% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.60% | -0.07% | +0.96% | |
| 33 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.59% | -0.02% | -21.46% | |
| 34 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.58% | -0.06% | — | |
| 35 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.57% | -0.12% | — | |
| 36 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.56% | -0.01% | — | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.19% | -13.42% | |
| 38 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.50% | -0.07% | — | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.49% | — | — | |
| 40 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.48% | +0.01% | +0.18% | |
| 41 | GNW | Genworth Financial Inc | Stock-Financials | 0.48% | +0.02% | — | |
| 42 | PRF | Invesco Rafi US 1000 ETF | ETF-Other | 0.48% | -0.01% | +15.38% | |
| 43 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.44% | -0.02% | +0.94% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.42% | -0.01% | — | |
| 45 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.40% | -0.04% | +0.21% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.16% | -0.48% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.37% | -0.06% | — | |
| 48 | CARR | Carrier Global CORP | Stock-Industrials | 0.37% | +0.01% | — | |
| 49 | DES | Wisdomtree US Smallcap Divid | ETF-Other | 0.36% | -0.01% | — | |
| 50 | VTV | Vanguard Value ETF | ETF-Other | 0.35% | -0.04% | — |
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 91 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, IUSV, CGMU) accounted for 29.6% of total reported equity market value during Q2 2025.
During Q2 2025, Robinson Smith Wealth Advisors LLC's top holdings by market value included SCHB (19.0%)、IUSV (7.6%)、CGMU (5.0%). The largest single position, SCHB, represented 19.0% of total portfolio value.
In Q2 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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