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CIK: 0002139748
Total reported value
$348.9M
$348.9M
406 檔
24.2%
According to the latest 13F quarterly dataset, Robinswood Financial LLC managed an equity portfolio of $348.9M at the end of Q4 2025, spanning 406 distinct U.S. exchange-listed positions.
In Q4 2025, Robinswood Financial LLC displayed an active expansion posture, initiating 3 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 406 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 5.67% | +0.27% | +11.22% | |
| 2 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 5.59% | +0.66% | +7.46% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 5.27% | +0.32% | +8.97% | |
| 4 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 5.23% | +0.28% | +5.10% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 5.22% | +0.31% | -26.94% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.17% | +0.16% | +9.43% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.93% | -0.32% | +148.99% | |
| 8 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.81% | -0.23% | +28.08% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.77% | -0.20% | +32.29% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.25% | -0.21% | +26.37% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 4.17% | -0.33% | +54.73% | |
| 12 | DFIV | Dimensional International Va | ETF-Other | 3.95% | -0.20% | +17.20% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.77% | +0.11% | +321.70% | |
| 14 | DFIS | Dimensional International Sm | ETF-Other | 2.90% | -0.09% | +1838.29% | |
| 15 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.31% | -0.04% | +26.17% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.17% | -0.04% | +499.02% | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.12% | -0.08% | +45.01% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.84% | -0.12% | -15.04% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.82% | +0.02% | -15.39% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.79% | -0.13% | +14.72% | |
| 21 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.72% | -0.21% | — | |
| 22 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.63% | -0.04% | -54.71% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.34% | +0.34% | — | |
| 24 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.21% | +0.23% | — | |
| 25 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 1.17% | -0.08% | -34.80% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.98% | -0.11% | -18.36% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.98% | -0.05% | -25.00% | |
| 28 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.71% | -0.08% | +143.13% | |
| 29 | GAL | Ss Global Allocation ETF | ETF-Other | 0.70% | — | +323.18% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.04% | +1.21% | |
| 31 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.64% | -0.01% | +67.57% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.49% | — | +5.65% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.48% | -0.02% | — | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.46% | -0.07% | +16.15% | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.38% | -0.04% | — | |
| 36 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 0.30% | -0.02% | -32.75% | |
| 37 | GLD | Spdr Gold Shares | ETF-Commodities | 0.30% | -0.07% | +83.72% | |
| 38 | PCAR | Paccar Inc | Stock-Industrials | 0.27% | -0.01% | -76.72% | |
| 39 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.27% | -0.01% | -11.70% | |
| 40 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.21% | -0.02% | +17.07% | |
| 41 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.21% | — | — | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.20% | -0.01% | -5.10% | |
| 43 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.20% | +0.01% | +0.24% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.19% | — | -26.01% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.18% | -0.04% | — | |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.17% | -0.02% | +29.43% | |
| 47 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.16% | +0.01% | -45.37% | |
| 48 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.15% | — | +9.14% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.15% | -0.02% | +4.34% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.01% | +2883.33% |
According to official SEC Form 13F filings, Robinswood Financial LLC reported a total U.S. public equity portfolio value of $348.9M across 406 disclosed positions in Q4 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 VTV, VBK, VBR) accounted for 24.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
SNOW
市值: $205.3K
Top Position Liquidated / Trimmed
VUG
前期市值: $17.3M
During Q4 2025, Robinswood Financial LLC's top holdings by market value included VTV (5.7%)、VBK (5.6%)、VBR (5.3%). The largest single position, VTV, represented 5.7% of total portfolio value.
In Q4 2025, Robinswood Financial LLC made 47 total portfolio adjustments, initiating 3 new buys, adding to 27 positions, trimming 17 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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