DOSSIER · 13F-HR · Q1 2026

Robinswood Financial LLC

Robinswood Financial's family office based in Stamford, CT $79M in tracked AUM across 192 positions as of Q1 2026.

RF
Robinswood Financial·Stamford, CT·Family Office
CIK 0002139748 · last filed Mar 31, 2026
Total AUM
$79M
12.9%
vs prior
Holdings
192
positions
Whale Score
0
0
tracked
Activity
no data
changes this Q
Top sector
Tech
10% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Robinswood Financial 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
VMBS
VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES
$16M334K19.7%
02
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
$13M249K16.6%
03
DFIS
DIMENSIONAL INTERNATIONAL SMALL CAP ETF
$9M278K11.8%
04
IAGG
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
$7M140K8.8%
05
SPYG
STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF
$5M47K5.8%
06
SPMD
STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
$5M77K5.7%
07
PDN
INVESCO RAFI DEVELOPED MARKETS EX-U.S. SMALL-MID ETF
$4M84K4.6%
08
BNDX
VANGUARD TOTAL INTERNATIONAL BOND INDEXFUND ETF SHARES
$3M63K3.8%
09
GAL
STATE STREET GLOBAL ALLOCATION ETF
$2M44K2.7%
10
COST
COSTCO WHSL CORP NEW
$2M2K2.1%

Filing history

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