§ 13F · FUND PROFILE
ROBINSON SMITH WEALTH ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125.1T (13F)Positions · 91Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 1.07M | $28.2T | 19.2% | +5% |
| 2 | CGMU | CAPITAL GRP FIXED INCM ETF T | 332K | $9.1T | 6.2% | +12% |
| 3 | IUSV | ISHARES TR | 81K | $8.3T | 5.7% | −22% |
| 4 | JNJ | JOHNSON & JOHNSON | 36K | $7.5T | 5.1% | ±0% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 143K | $5.4T | 3.7% | −6% |
| 6 | NBSD | NEUBERGER BERMAN ETF TRUST | 100K | $5.1T | 3.5% | +5% |
| 7 | DUHP | DIMENSIONAL ETF TRUST | 122K | $4.6T | 3.2% | +17% |
| 8 | DFAU | DIMENSIONAL ETF TRUST | 97K | $4.5T | 3.1% | −2% |
| 9 | IWF | ISHARES TR | 8K | $3.8T | 2.6% | +2% |
| 10 | JMST | J P MORGAN EXCHANGE TRADED F | 75K | $3.8T | 2.6% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ROBINSON SIGNAL
AC read
ROBINSON SMITH WEALTH ADVISORS LLC is a Other fund managing $125127.9 trillion in assets. The fund runs a portfolio of 91 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed