ROBINSON SMITH WEALTH ADVISORS LLC: 13F holdings
CIK 20085542026Q2
| Positions | 98 |
|---|
| Reported value | $166.9m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 98 (+14 vs prior quarter) |
|---|
| Reported value | $166.9m (+12.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SCHB SCHWAB STRATEGIC TR | 1,072,620 | $31.1m | 18.6% |
| PVAL PUTNAM ETF TRUST | 197,348 | $10.1m | 6.0% |
| DFIC DIMENSIONAL ETF TRUST | 252,631 | $9.4m | 5.6% |
| CGMU CAPITAL GRP FIXED INCM ETF T | 326,095 | $9.0m | 5.4% |
| JNJ JOHNSON & JOHNSON | 32,649 | $8.3m | 5.0% |
| DIMENSIONAL ETF TRUST | 151,174 | $6.3m | 3.8% |
| PAVE DIMENSIONAL ETF TRUST | 110,734 | $5.7m | 3.4% |
| NBSD NEUBERGER BERMAN ETF TRUST | 103,592 | $5.2m | 3.1% |
| VOO VANGUARD INDEX FDS | 6,229 | $4.3m | 2.6% |
| IWF ISHARES TR | 32,361 | $4.0m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2008554")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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