ROBINSON SMITH WEALTH ADVISORS LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, ROBINSON SMITH WEALTH ADVISORS LLC held in its portfolio 84 assets valued at $146,437,287 (i.e. $146.44M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($28.16M), CAPITAL GRP FIXED INCM ETF T ($9.10M), and ISHARES TR ($8.28M).
The chart below shows the top 10 valuable assets, and the table below shows the top 84 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
ROBINSON SMITH WEALTH ADVISORS LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 1073612 | 28160834 | US BRD MKT ETF |
| CAPITAL GRP FIXED INCM ETF T | 332407 | 9101298 | MUNICIPAL INCOME |
| ISHARES TR | 80765 | 8281665 | CORE S&P US VLU |
| JOHNSON & JOHNSON | 36290 | 7510216 | COM |
| DIMENSIONAL ETF TRUST | 142623 | 5435348 | INTL CORE EQT MK |
| NEUBERGER BERMAN ETF TRUST | 99850 | 5110722 | SHORT DURATION I |
| DIMENSIONAL ETF TRUST | 122004 | 4639804 | US HIGH PROFITAB |
| DIMENSIONAL ETF TRUST | 96963 | 4537850 | US CORE EQT MKT |
| ISHARES TR | 8125 | 3845563 | RUS 1000 GRW ETF |
| J P MORGAN EXCHANGE TRADED F | 75232 | 3832318 | ULTRA SHT MUNCPL |
| FRANKLIN TEMPLETON ETF TR | 141288 | 3513833 | FRANKLIN DYN MUN |
| ISHARES TR | 17088 | 3393934 | MSCI USA QLT FCT |
| DIMENSIONAL ETF TRUST | 96312 | 3318912 | INTL CORE EQUITY |
| VANGUARD INDEX FDS | 5243 | 3287742 | S&P 500 ETF SHS |
| APPLE INC | 10997 | 2989511 | COM |
| PUTNAM ETF TRUST | 53690 | 2446653 | FOCUSED LAR CAP |
| ISHARES TR | 6479 | 2222252 | S&P 100 ETF |
| VANGUARD SPECIALIZED FUNDS | 10001 | 2197984 | DIV APP ETF |
| SCHWAB STRATEGIC TR | 66924 | 2183053 | US LCAP GR ETF |
| ISHARES TR | 13965 | 2076507 | CORE S&P TTL STK |
| VANGUARD INDEX FDS | 3979 | 1941048 | GROWTH ETF |
| SPDR S&P 500 ETF TR | 2594 | 1768822 | TR UNIT |
| ISHARES TR | 35845 | 1629138 | MSCI INTL QUALTY |
| ISHARES TR | 9542 | 1602473 | CORE S&P US GWT |
| MICROSOFT CORP | 3294 | 1593085 | COM |
| RTX CORPORATION | 7639 | 1400993 | COM |
| AMAZON COM INC | 5469 | 1262355 | COM |
| ELI LILLY & CO | 1127 | 1211164 | COM |
| ISHARES TR | 9736 | 1200059 | S&P 500 GRWT ETF |
| SCHWAB STRATEGIC TR | 39698 | 1068260 | US LRG CAP ETF |
| ISHARES TR | 18433 | 930115 | TRS FLT RT BD |
| ALPHABET INC | 2914 | 912082 | CAP STK CL A |
| WISDOMTREE TR | 7623 | 876461 | US AI ENHANCED |
| BERKSHIRE HATHAWAY INC DEL | 1684 | 846463 | CL B NEW |
| SCHWAB STRATEGIC TR | 25450 | 753575 | US LCAP VA ETF |
| JPMORGAN CHASE & CO. | 2278 | 734017 | COM |
| WISDOMTREE TR | 14409 | 725061 | FLOATNG RAT TREA |
| GENWORTH FINL INC | 76782 | 693341 | COM SHS |
| ISHARES TR | 28252 | 684546 | IBONDS DEC2026 |
| PROCTER AND GAMBLE CO | 4684 | 671296 | COM |
| ISHARES TR | 3105 | 653106 | RUS 1000 VAL ETF |
| ALPHABET INC | 2070 | 649566 | CAP STK CL C |
| ISHARES TR | 26908 | 629780 | IBONDS DEC 29 |
| ISHARES TR | 24136 | 586022 | IBONDS 27 ETF |
| ISHARES TR | 2689 | 570256 | S&P 500 VAL ETF |
| PEPSICO INC | 3567 | 511924 | COM |
| ISHARES TR | 19975 | 508456 | IBDS DEC28 ETF |
| NEXTERA ENERGY INC | 5888 | 472689 | COM |
| DIMENSIONAL ETF TRUST | 10347 | 443336 | INTERNATIONAL |
| INTERNATIONAL BUSINESS MACHS | 1491 | 441649 | COM |
| MORGAN STANLEY ETF TRUST | 8501 | 431426 | CALVERT ULT SHR |
| VANGUARD INDEX FDS | 2226 | 425164 | VALUE ETF |
| WISDOMTREE TR | 8161 | 421108 | US MIDCAP DIVID |
| WISDOMTREE TR | 4763 | 419525 | US LARGECAP DIVD |
| SCHWAB STRATEGIC TR | 17094 | 416578 | SHT TM US TRES |
| MERCK & CO INC | 3757 | 395502 | COM |
| INVESCO EXCHANGE TRADED FD T | 7843 | 367982 | RAFI US 1000 ETF |
| VANGUARD INDEX FDS | 1059 | 355051 | TOTAL STK MKT |
| PIMCO ETF TR | 6679 | 350022 | INTER MUN BD ACT |
| BLACKROCK INC | 318 | 340092 | COM |
| WISDOMTREE TR | 10110 | 338168 | US SMALLCAP DIVD |
| PRINCIPAL FINANCIAL GROUP IN | 3821 | 337050 | COM |
| CARRIER GLOBAL CORPORATION | 6349 | 335481 | COM |
| AUTOMATIC DATA PROCESSING IN | 1293 | 332598 | COM |
| ISHARES TR | 14789 | 326383 | IBONDS DEC 2030 |
| OTIS WORLDWIDE CORP | 3713 | 324331 | COM |
| INTERACTIVE BROKERS GROUP IN | 5011 | 322257 | COM CL A |
| VANGUARD INDEX FDS | 1499 | 317473 | SM CP VAL ETF |
| VANGUARD SCOTTSDALE FDS | 3944 | 314455 | SHRT TRM CORP BD |
| BLACKROCK ETF TRUST II | 5774 | 304670 | ISHARES FLEXIBLE |
| DIMENSIONAL ETF TRUST | 6292 | 273262 | US SUSTAINABILTY |
| ISHARES TR | 396 | 270901 | CORE S&P500 ETF |
| SPROTT ASSET MANAGEMENT LP | 8000 | 264160 | PHYSICAL GOLD TR |
| NVIDIA CORPORATION | 1372 | 255878 | COM |
| VANGUARD INDEX FDS | 1345 | 238563 | MCAP VL IDXVIP |
| WALMART INC | 2133 | 237638 | COM |
| YUM BRANDS INC | 1490 | 225407 | COM |
| MONDELEZ INTL INC | 4016 | 216181 | CL A |
| DIMENSIONAL ETF TRUST | 2903 | 215316 | US EQUITY MARKET |
| ARISTA NETWORKS INC | 1594 | 208862 | COM SHS |
| BROADCOM INC | 600 | 207660 | COM |
| MASTERCARD INCORPORATED | 360 | 205517 | CL A |
| SCHWAB STRATEGIC TR | 7437 | 204002 | US DIVIDEND EQ |
| KENVUE INC | 10521 | 181487 | COM |
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