13F Insight
DOSSIER · 13F-HR · Q1 2026

ROBINSON SMITH WEALTH ADVISORS LLC

ROBINSON SMITH WEALTH's family office based in Greenwich, CT — $148M in tracked AUM across 84 positions as of Q1 2026.

RS
ROBINSON SMITH WEALTH·Greenwich, CT·Family Office
CIK 0002008554 · last filed Mar 31, 2026
Total AUM
$148M
▼ 4.7%
vs prior
Holdings
84
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
Top sector
Financials
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

ROBINSON SMITH WEALTH ADVISORS LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHB
SCHWAB STRATEGIC TR
$27M1.1M18.3%
02
CGMU
CAPITAL GRP FIXED INCM ETF T
$9M350K6.4%
03
JNJ
JOHNSON & JOHNSON
$9M36K6.0%
04
PVAL
PUTNAM ETF TRUST
$9M189K5.9%
05
DFIC
DIMENSIONAL ETF TRUST
$8M226K5.4%
06
NBSD
NEUBERGER BERMAN ETF TRUST
$6M111K3.8%
07
DUHP
DIMENSIONAL ETF TRUST
$6M151K3.8%
08
DFAU
DIMENSIONAL ETF TRUST
$5M106K3.2%
09
FLMI
FRANKLIN TEMPLETON ETF TR
$4M156K2.6%
10
JMST
J P MORGAN EXCHANGE TRADED F
$4M69K2.4%

Filing history

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