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CIK: 0002008554
Total reported value
$166.9M
$166.9M
84 檔
37.3%
At the close of Q1 2026, Robinson Smith Wealth Advisors LLC disclosed equity holdings valued at approximately $166.9M, spread across 84 reported holdings.
In Q1 2026, Robinson Smith Wealth Advisors LLC adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 18.35% | +0.26% | +0.64% | |
| 2 | CGMU | Cap Group Municipal Income | ETF-Other | 6.42% | -1.05% | +5.20% | |
| 3 | JNJ | Johnson & Johnson | Stock-Healthcare | 6.00% | -1.03% | — | |
| 4 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 5.93% | +0.09% | +251.79% | |
| 5 | DFIC | Dimensional International Co | ETF-Other | 5.43% | +0.21% | +134.47% | |
| 6 | NBSD | Neuberger Short Duration Inc | ETF-Other | 3.80% | -0.67% | +10.82% | |
| 7 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.76% | +0.02% | +23.90% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.25% | +0.18% | +9.67% | |
| 9 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 2.61% | -0.48% | +10.30% | |
| 10 | JMST | JPM Ultra-short Muni Income | ETF-Other | 2.38% | -0.62% | -8.46% | |
| 11 | DFAI | Dimensional International Co | ETF-Other | 2.34% | -0.19% | -37.71% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.34% | +0.07% | -0.21% | |
| 13 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.19% | +0.02% | -1.07% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.96% | -0.14% | -64.91% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.94% | +0.62% | -8.62% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.63% | -0.14% | -13.92% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.46% | -0.07% | — | |
| 18 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.39% | +0.03% | — | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.33% | +0.02% | -1.44% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.14% | +0.03% | — | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.04% | +0.04% | -20.77% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.03% | +0.05% | -12.21% | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.00% | +0.33% | — | |
| 24 | RTX | Rtx CORP | Stock-Industrials | 1.00% | -0.16% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.13% | -1.06% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | +0.10% | +0.73% | |
| 27 | IQLT | Ishares Msci International Q | ETF-Other | 0.75% | -0.16% | -32.96% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.75% | +0.06% | — | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.70% | -0.28% | — | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.69% | +0.01% | — | |
| 31 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.60% | -0.03% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.19% | — | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.55% | -0.05% | — | |
| 34 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.54% | -0.10% | +287.70% | |
| 35 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.53% | -0.01% | — | |
| 36 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.49% | -0.06% | — | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.46% | -0.07% | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.12% | — | |
| 39 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | — | — | |
| 40 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.42% | +0.01% | +0.12% | |
| 41 | GNW | Genworth Financial Inc | Stock-Financials | 0.42% | +0.02% | — | |
| 42 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.04% | — | |
| 43 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.40% | -0.07% | — | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | -0.01% | — | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.37% | -0.16% | +0.03% | |
| 46 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.37% | -0.12% | -19.29% | |
| 47 | NEE | Nextera Energy Inc | Stock-Utilities | 0.37% | -0.08% | — | |
| 48 | CVSB | Calvert Ult-shrt Inv Grd ETF | ETF-Other | 0.35% | -0.04% | +21.43% | |
| 49 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.34% | -0.04% | +0.15% | |
| 50 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.33% | -0.04% | -48.26% |
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 84 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SCHB, CGMU, JNJ) accounted for 37.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
T
市值: $232.1K
Top Position Liquidated / Trimmed
AVGO
前期市值: $207.7K
During Q1 2026, Robinson Smith Wealth Advisors LLC's top holdings by market value included SCHB (18.4%)、CGMU (6.4%)、JNJ (6.0%). The largest single position, SCHB, represented 18.4% of total portfolio value.
In Q1 2026, Robinson Smith Wealth Advisors LLC made 47 total portfolio adjustments, initiating 2 new buys, adding to 18 positions, trimming 25 holdings, and fully liquidating 2 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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