§ 13F · FUND PROFILE
ROBINSON SMITH WEALTH ADVISORS LLC.
AUM · $167M (13F)Positions · 98Turnover · n/a · Q2Filed · Jul 29, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 29, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHB | SCHWAB STRATEGIC TR | 1.07M | $31M | 18.6% | −1% |
| 2 | PVAL | PUTNAM ETF TRUST | 197K | $10M | 6.0% | +4% |
| 3 | DFIC | DIMENSIONAL ETF TRUST | 253K | $9M | 5.6% | +12% |
| 4 | CGMU | CAPITAL GRP FIXED INCM ETF T | 326K | $9M | 5.4% | −7% |
| 5 | JNJ | JOHNSON & JOHNSON | 33K | $8M | 5.0% | −10% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 151K | $6M | 3.8% | ±0% |
| 7 | DFAU | DIMENSIONAL ETF TRUST | 111K | $6M | 3.4% | +4% |
| 8 | NBSD | NEUBERGER BERMAN ETF TRUST | 104K | $5M | 3.1% | −6% |
| 9 | VOO | VANGUARD INDEX FDS | 6K | $4M | 2.6% | +30% |
| 10 | IWF | ISHARES TR | 32K | $4M | 2.4% | +299% |
§ 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 $167 million in assets. The fund runs a portfolio of 98 positions.
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