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CIK: 0002008554
Total reported value
$163.7M
$163.7M
98 檔
41.4%
At the close of Q2 2026, Robinson Smith Wealth Advisors LLC disclosed equity holdings valued at approximately $163.7M, spread across 98 reported holdings.
Robinson Smith Wealth Advisors LLC executed strategic sector rebalancing during Q2 2026, establishing 17 new positions while fully exiting 3 holdings and trimming 36 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHB | Schwab US Broad Market ETF | ETF-Other | 18.61% | +0.70% | -0.73% | |
| 2 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 6.02% | +0.66% | +4.48% | |
| 3 | DFIC | Dimensional International Co | ETF-Other | 5.64% | +0.38% | +11.87% | |
| 4 | CGMU | Cap Group Municipal Income | ETF-Other | 5.37% | -0.64% | -6.75% | |
| 5 | JNJ | Johnson & Johnson | Stock-Healthcare | 4.97% | +0.31% | -10.03% | |
| 6 | DUHP | Dimensional US High Profi Et | ETF-Other | 3.78% | -3.78% | EXIT | |
| 7 | DFAU | Dimensional US Core Equity M | ETF-Other | 3.43% | +0.18% | +4.13% | |
| 8 | NBSD | Neuberger Short Duration Inc | ETF-Other | 3.13% | +0.24% | -6.38% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.56% | +0.11% | +30.01% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-Other | 2.41% | +0.06% | +299.12% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.21% | +0.03% | -0.56% | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 2.15% | +0.05% | -2.02% | |
| 13 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 2.13% | -0.23% | -9.54% | |
| 14 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.82% | +0.01% | -2.44% | |
| 15 | JMST | JPM Ultra-short Muni Income | ETF-Other | 1.76% | -0.03% | -16.52% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.49% | +0.27% | -9.17% | |
| 17 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.42% | +0.09% | — | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.39% | +0.01% | -1.94% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.35% | +0.05% | — | |
| 20 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 1.33% | +0.06% | +23.37% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.17% | +0.05% | +0.58% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 1.08% | — | +499.89% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.07% | +0.08% | +0.00% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.09% | +11.80% | |
| 25 | RTX | Rtx CORP | Stock-Industrials | 0.84% | — | -2.83% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | +0.05% | — | |
| 27 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.77% | +0.01% | — | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | -0.15% | +21.28% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.70% | +0.03% | — | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.69% | +0.28% | -5.09% | |
| 31 | IQLT | Ishares Msci International Q | ETF-Other | 0.59% | -0.02% | -17.85% | |
| 32 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-Other | 0.57% | -0.01% | -4.03% | |
| 33 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.54% | +0.01% | — | |
| 34 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.52% | -0.01% | -1.96% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | +0.02% | — | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.45% | +0.02% | — | |
| 37 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.44% | +0.01% | +58.83% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | -0.01% | — | |
| 39 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.44% | -0.02% | -20.83% | |
| 40 | GNW | Genworth Financial Inc | Stock-Financials | 0.44% | -0.16% | — | |
| 41 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 0.43% | +0.05% | — | |
| 42 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 0.43% | +0.01% | +13.90% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.42% | +0.01% | -47.91% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | +0.01% | -4.50% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.39% | — | — | |
| 46 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.07% | +22.29% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.37% | +0.01% | — | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.35% | -0.02% | — | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | +0.01% | -26.34% | |
| 50 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.33% | — | -6.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +0.8% | NEW | New buy |
| 2 | VOO | Vanguard S&p 500 ETF | +0.6% | +30.01% | Add |
| 3 | VYM | Vanguard High Dvd Yield ETF | +0.5% | NEW | New buy |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.4% | NEW | New buy |
| 5 | SCHA | Schwab US Small-cap ETF | +0.4% | NEW | New buy |
| 6 | IUSG | Ishares Core S&p U.s. Growth | +0.3% | +23.37% | Add |
| 7 | VO | Vanguard Mid-cap ETF | +0.3% | NEW | New buy |
| 8 | BND | Vanguard Total Bond Market | +0.3% | NEW | New buy |
| 9 | SCHB | Schwab US Broad Market ETF | +0.3% | -0.73% | Trim |
| 10 | URI | United Rentals Inc | +0.2% | NEW | New buy |
| 11 | VWO | Vanguard Ftse Emerging Marke | +0.2% | NEW | New buy |
| 12 | DFIC | Dimensional International Co | +0.2% | +11.87% | Add |
| 13 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 14 | AMAT | Applied Materials Inc | +0.2% | NEW | New buy |
| 15 | GOOGL | Alphabet Inc-cl A | +0.2% | +21.28% | Add |
| 16 | DFAU | Dimensional US Core Equity M | +0.2% | +4.13% | Add |
| 17 | ABBV | Abbvie Inc | +0.2% | NEW | New buy |
| 18 | DFSI | Dimensional Int Sus Cor1 ETF | +0.1% | +58.83% | Add |
| 19 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 20 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 21 | IWN | Ishares Russell 2000 Value E | +0.1% | NEW | New buy |
| 22 | PM | Philip Morris International | +0.1% | NEW | New buy |
| 23 | VOOG | Vanguard S&p 500 Growth ETF | +0.1% | NEW | New buy |
| 24 | BLK | Blackrock Inc | +0.1% | +73.58% | Add |
| 25 | AMZN | Amazon.com Inc | +0.1% | +11.80% | Add |
| 26 | PVAL | Putnam Focused Lrg Cap Value | +0.1% | +4.48% | Add |
| 27 | IWF | Ishares Russell 1000 Growth | +0.1% | +299.12% | Add |
| 28 | NVDA | Nvidia CORP | +0.1% | +22.29% | Add |
| 29 | OBDC | Blue Owl Capital CORP | +0.1% | NEW | New buy |
| 30 | IVW | Ishares S&p 500 Growth ETF | +0.1% | — | Unchanged |
| 31 | VUG | Vanguard Growth ETF | +0.1% | +499.89% | Add |
| 32 | SCHG | Schwab US Large-cap Growth | 0% | +0.00% | Add |
| 33 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 34 | VTI | Vanguard Total Stock Mkt ETF | 0% | +14.96% | Add |
| 35 | OEF | Ishares S&p 100 ETF | 0% | — | Unchanged |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.58% | Add |
| 37 | DFSU | Dimensional US Sus Core1 ETF | 0% | +15.89% | Add |
| 38 | DUHP | Dimensional US High Profi Et | 0% | +0.01% | Add |
| 39 | QUAL | Ishares Msci USA Quality Fac | 0% | -0.56% | Trim |
| 40 | ITOT | Ishares Core S&p Total U.s. | 0% | — | Unchanged |
| 41 | GNW | Genworth Financial Inc | 0% | — | Unchanged |
| 42 | PFG | Principal Financial Group | 0% | — | Unchanged |
| 43 | IBKR | Interactive Brokers Gro-cl A | 0% | — | Unchanged |
| 44 | SCHX | Schwab US Large-cap ETF | 0% | — | Unchanged |
| 45 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +13.90% | Add |
| 46 | CARR | Carrier Global CORP | 0% | -12.16% | Trim |
| 47 | ANET | Arista Networks Inc | 0% | -10.74% | Trim |
| 48 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 49 | IWD | Ishares Russell 1000 Value E | — | — | Unchanged |
| 50 | VBR | Vanguard Small-cap Value ETF | — | — | Unchanged |
According to official SEC Form 13F filings, Robinson Smith Wealth Advisors LLC reported a total U.S. public equity portfolio value of $163.7M across 98 disclosed positions in Q2 2026.
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, PVAL, DFIC) accounted for 41.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
DFAC
市值: $1.3M
Top Position Liquidated / Trimmed
T
前期市值: $232.1K
During Q2 2026, Robinson Smith Wealth Advisors LLC's top holdings by market value included SCHB (18.6%)、PVAL (6.0%)、DFIC (5.6%). The largest single position, SCHB, represented 18.6% of total portfolio value.
In Q2 2026, Robinson Smith Wealth Advisors LLC made 79 total portfolio adjustments, initiating 17 new buys, adding to 23 positions, trimming 36 holdings, and fully liquidating 3 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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