DOSSIER · 13F-HR · Q1 2026

ROBINSON SMITH WEALTH ADVISORS LLC

$148M in tracked AUM across 84 positions as of Q1 2026.

RS
CIK 0002008554 · last filed Mar 31, 2026
Total AUM
$148M
as of Q1 2026
Holdings
84
positions
Whale Score
55
55
tracked
Activity
no data
changes this Q
AI Analysis · 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

2026Q1Mar 31
$148M 0.9%
84 positionsView →
2025Q4Dec 31
$146M 5.1%
84 positionsView →
2025Q3Sep 30
$139M 11.3%
89 positionsView →
2025Q2Jun 30
$125M 4.7%
91 positionsLocked
2025Q1Mar 31
$119M 1.3%
85 positionsLocked
2024Q4Dec 31
$118M 0.3%
80 positionsLocked
2024Q3Sep 30
$118M 3.6%
83 positionsLocked
2024Q2Jun 30
$114M 9.1%
90 positionsLocked
2024Q1Mar 31
$104M 2.4%
79 positionsLocked
2023Q4Dec 31
$102M
82 positionsLocked