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CIK: 0002139748
Total reported value
$348.9M
$348.9M
430 檔
24.9%
As reported in its official Q1 2026 Form 13F filing, Robinswood Financial LLC's tracked investment portfolio stood at $348.9M with 430 total positions.
In Q1 2026, Robinswood Financial LLC displayed an active expansion posture, initiating 22 new positions and adding to 86 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 430 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 5.85% | +0.27% | +2.04% | |
| 2 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 5.62% | +0.66% | +2.13% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 5.43% | +0.32% | +2.04% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.26% | +0.16% | +2.85% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 5.20% | +0.28% | +3.54% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.04% | -0.32% | +4.43% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 4.93% | -0.23% | +4.48% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.84% | -0.20% | +3.88% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 4.51% | +0.31% | -1.92% | |
| 10 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 4.46% | -0.21% | +0.29% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 4.14% | -0.20% | +0.75% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 3.89% | -0.33% | -5.70% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 3.70% | +0.11% | -2.52% | |
| 14 | DFIS | Dimensional International Sm | ETF-Other | 2.94% | -0.09% | +0.84% | |
| 15 | VTIP | Vanguard Short-term Tips | ETF-Other | 2.58% | -0.04% | +19.55% | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.31% | -0.04% | +4.47% | |
| 17 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.20% | -0.08% | +5.76% | |
| 18 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.84% | -0.12% | -2.54% | |
| 19 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 1.65% | -0.21% | -2.75% | |
| 20 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.65% | -0.04% | +0.29% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.64% | +0.02% | -7.18% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.45% | +0.34% | +19.29% | |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 1.43% | +0.23% | +17.79% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.13% | -0.19% | |
| 25 | PDN | Inv Rafi Dev Mkt US Sm-usdin | ETF-Other | 1.15% | -0.08% | -2.57% | |
| 26 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.96% | -0.05% | -0.00% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.94% | -0.11% | -2.44% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.69% | -0.01% | +22.68% | |
| 29 | GAL | Ss Global Allocation ETF | ETF-Other | 0.68% | — | -1.88% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.64% | +0.04% | +0.06% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.07% | +0.42% | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.48% | -0.08% | -31.32% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | — | +0.39% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.45% | -0.02% | — | |
| 35 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.34% | -0.04% | -0.91% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.32% | -0.07% | +0.51% | |
| 37 | PCAR | Paccar Inc | Stock-Industrials | 0.28% | -0.01% | — | |
| 38 | PCY | Invesco Emerging Markets Sov | ETF-Emerging Markets | 0.28% | -0.02% | -2.29% | |
| 39 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.26% | -0.01% | -0.88% | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.23% | -0.01% | +15.30% | |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.21% | -0.02% | — | |
| 42 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.21% | — | -1.00% | |
| 43 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.20% | +0.01% | +0.05% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | -0.04% | +17.28% | |
| 45 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.19% | — | +0.07% | |
| 46 | XOM | Exxon Mobil CORP | Stock-Energy | 0.18% | -0.04% | +0.15% | |
| 47 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.16% | -0.02% | -2.34% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | -0.01% | +7.46% | |
| 49 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.15% | +0.01% | -0.91% | |
| 50 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.15% | -0.02% | -0.45% |
According to official SEC Form 13F filings, Robinswood Financial LLC reported a total U.S. public equity portfolio value of $348.9M across 430 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including VTV, VBK, VBR) accounted for 24.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPYM
市值: $148.2K
Top Position Liquidated / Trimmed
USHY
前期市值: $70.3K
During Q1 2026, Robinswood Financial LLC's top holdings by market value included VTV (5.8%)、VBK (5.6%)、VBR (5.4%). The largest single position, VTV, represented 5.8% of total portfolio value.
In Q1 2026, Robinswood Financial LLC made 152 total portfolio adjustments, initiating 22 new buys, adding to 86 positions, trimming 37 holdings, and fully liquidating 7 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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