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CIK: 0002008554
Total reported value
$166.9M
$166.9M
89 檔
34.1%
The Q3 2025 SEC filing reveals that Robinson Smith Wealth Advisors LLC held a total portfolio value of $166.9M, covering 89 public equity positions.
Robinson Smith Wealth Advisors LLC executed strategic sector rebalancing during Q3 2025, establishing 13 new positions while fully exiting 9 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 18.81% | +0.26% | +1.94% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 7.41% | -0.14% | +2.21% | |
| 3 | CGMU | Cap Group Municipal Income | ETF-Other | 5.83% | -1.05% | +26.46% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.84% | -1.03% | -0.28% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 3.96% | -0.19% | +25.24% | |
| 6 | NBSD | Neuberger Short Duration Inc | ETF-Other | 3.49% | -0.67% | +2033.98% | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.26% | +0.18% | +2.77% | |
| 8 | DUHP | Dimensional US High Profi Et | ETF-Other | 2.84% | +0.02% | +16.58% | |
| 9 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.82% | -0.62% | +29.97% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.69% | +0.07% | -0.01% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.37% | +0.02% | -0.67% | |
| 12 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 2.24% | -0.48% | — | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.11% | +0.62% | -0.02% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.86% | -0.14% | -7.55% | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.72% | +0.04% | -1.02% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.59% | -0.07% | -2.18% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.55% | +0.03% | — | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.46% | +0.02% | +2.49% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.13% | -3.70% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 1.31% | +0.05% | -5.52% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | +0.03% | -0.04% | |
| 22 | IQLT | Ishares Msci International Q | ETF-Other | 1.21% | -0.16% | +1.32% | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.13% | +0.33% | — | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 0.96% | -0.16% | — | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.95% | +0.10% | -3.47% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.84% | +0.06% | — | |
| 27 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.79% | -0.04% | -71.24% | |
| 28 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.75% | +0.01% | -2.68% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.12% | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.64% | +0.19% | -6.33% | |
| 31 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.63% | -0.03% | — | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.62% | -0.28% | -0.09% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.05% | — | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.53% | -0.01% | — | |
| 35 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.52% | -0.06% | — | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.52% | -0.07% | -0.95% | |
| 37 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.49% | -0.12% | -4.77% | |
| 38 | GNW | Genworth Financial Inc | Stock-Financials | 0.49% | +0.02% | — | |
| 39 | DFIC | Dimensional International Co | ETF-Other | 0.48% | +0.21% | — | |
| 40 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | — | -0.67% | |
| 41 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.45% | +0.01% | +3.37% | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.44% | -0.04% | -81.57% | |
| 43 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.42% | -0.07% | -5.67% | |
| 44 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.41% | -0.02% | +2.13% | |
| 45 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | -0.01% | — | |
| 46 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.36% | +0.04% | +1.77% | |
| 47 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.36% | -0.04% | +0.21% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.36% | -0.16% | -4.65% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.33% | -0.04% | +0.04% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.32% | -0.06% | — |
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 89 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHB, IUSV, CGMU) accounted for 34.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
NBSD
市值: $4.9M
Top Position Liquidated / Trimmed
MUB
前期市值: $1.5M
During Q3 2025, Robinson Smith Wealth Advisors LLC's top holdings by market value included SCHB (18.8%)、IUSV (7.4%)、CGMU (5.8%). The largest single position, SCHB, represented 18.8% of total portfolio value.
In Q3 2025, Robinson Smith Wealth Advisors LLC made 47 total portfolio adjustments, initiating 13 new buys, adding to 11 positions, trimming 14 holdings, and fully liquidating 9 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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