DOSSIER · 13F-HR · Q2 2026

ROBINSON SMITH WEALTH ADVISORS LLC

$167M in tracked AUM across 98 positions as of Q2 2026.

RS
CIK 0002008554 · last filed Jun 30, 2026
Total AUM
$167M
as of Q2 2026
Holdings
98
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

ROBINSON SMITH WEALTH ADVISORS LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHB
SCHWAB STRATEGIC TR
$31M1.1M18.6%
02
PVAL
PUTNAM ETF TRUST
$10M197K6.0%
03
DFIC
DIMENSIONAL ETF TRUST
$9M253K5.6%
04
CGMU
CAPITAL GRP FIXED INCM ETF T
$9M326K5.4%
05
JNJ
JOHNSON & JOHNSON
$8M33K5.0%
06
DUHP
DIMENSIONAL ETF TRUST
$6M151K3.8%
07
DFAU
DIMENSIONAL ETF TRUST
$6M111K3.4%
08
NBSD
NEUBERGER BERMAN ETF TRUST
$5M104K3.1%
09
VOO
VANGUARD INDEX FDS
$4M6K2.6%
10
IWF
ISHARES TR
$4M32K2.4%

Filing history

2026Q2Jun 30
$167M▲ 12.9%
98 positionsView →
2026Q1Mar 31
$148M▲ 0.9%
84 positionsView →
2025Q4Dec 31
$146M▲ 5.1%
84 positionsView →
2025Q3Sep 30
$139M▲ 11.3%
89 positionsLocked
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