Robinson Smith Wealth Advisors LLC holds a focused book of 98 reported positions worth $166.9M as of Q2 2026 (disclosed Jul 29, 2026, a ~29-day 13F lag). This quarter they opened Dimensional US Core Equity 2 and trimmed Schwab US Broad Market ETF. Their largest long position is Schwab US Broad Market ETF at 19% of the reported non-option book. Cloning the disclosed picks since 2025 would be +22% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.
Robinson Smith Wealth Advisors LLC is a wealth platform: this book aggregates client accounts across many advisers.
The reported book (valued from quarter-end) returned +24.4%, a 2.5-point gap that is the cost of the ~29-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Robinson Smith Wealth Advisors LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~29 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
17% mapped to company sectors
+4 sectors below the cut, 1% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Robinson Smith Wealth Advisors LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.5B |
| Swiss Re Ltd | 22 / 80 | $1.0B |
| Retirement Solution LLC | 27 / 80 | $435.8M |
| Kearns & Associates LLC | 13 / 80 | $180.3M |
| Prosperity Advisers, LLC | 22 / 80 | $114.3M |
| AdviceOne Advisory Services, LLC | 13 / 80 | $143.7M |
| Marest Capital, LLC | 9 / 80 | $160.5M |
| Ashford Advisors, LLC | 8 / 80 | $387.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Robinson Smith Wealth Advisors LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic TR US BRD MKT ETF | $31.1M | 1.07M | 18.6% | ▼−0.7% Reduced · −8K sh | |
| 2 | Putnam ETF Trust FOCUSED LAR CAP | $10.1M | 197.3K | 6.0% | ▲+4.5% Added · +8K sh | |
| 3 | Dimensional ETF Trust INTL CORE EQUITY | $9.4M | 252.6K | 5.6% | ▲+12% Added · +27K sh | |
| 4 | Capital Grp Fixed Incm ETF T MUN INM ETF | $9.0M | 326.1K | 5.4% | ▼−6.7% Reduced · −24K sh | |
| 5 | Johnson & Johnson COM | $8.3M | 32.6K | 5.0% | ▼−10% Reduced · −4K sh | |
| 6 | Dimensional ETF Trust US HIGH PROF ETF | $6.3M | 151.2K | 3.8% | ▲~0% Added · +15 sh | |
| 7 | Dimensional ETF Trust US CORE EQT MKT | $5.7M | 110.7K | 3.4% | ▲+4.1% Added · +4K sh | |
| 8 | Neuberger Berman ETF Trust SHORT DURATION I | $5.2M | 103.6K | 3.1% | ▼−6.4% Reduced · −7K sh | |
| 9 | Vanguard Index FDS S&P 500 ETF SHS | $4.3M | 6.2K | 2.6% | ▲+30% Added · +1K sh | |
| 10 | Ishares TR RUS 1000 GRW ETF | $4.0M | 32.4K | 2.4% | ▲+299% Added · +24K sh | |
| 11 | Ishares TR MSCI USA QLT FCT | $3.7M | 16.8K | 2.2% | ▼−0.6% Reduced · −95 sh | |
| 12 | Dimensional ETF Trust INTL CORE EQT MK | $3.6M | 87.0K | 2.2% | ▼−2.0% Reduced · −2K sh | |
| 13 | Franklin Templeton ETF TR FRANKLIN DYN MUN | $3.5M | 141.0K | 2.1% | ▼−9.5% Reduced · −15K sh | |
| 14 | Ishares TR CORE S&P US VLU | $3.0M | 27.6K | 1.8% | ▼−2.4% Reduced · −692 sh | |
| 15 | J P Morgan Exchange Traded F ULTRA SHT MUNCPL | $2.9M | 57.5K | 1.8% | ▼−17% Reduced · −11K sh | |
| 16 | Apple Inc COM | $2.5M | 8.6K | 1.5% | ▼−9.2% Reduced · −868 sh | |
| 17 | Ishares TR S&P 100 ETF | $2.4M | 6.5K | 1.4% | —Held | |
| 18 | Vanguard Specialized Funds DIV APP ETF | $2.3M | 9.8K | 1.4% | ▼−1.9% Reduced · −194 sh | |
| 19 | Ishares TR CORE S&P TTL STK | $2.3M | 13.8K | 1.4% | —Held | |
| 20 | Ishares TR CORE S&P US GWT | $2.2M | 11.8K | 1.3% | ▲+23% Added · +2K sh | |
| 21 | State STR SPDR S&P 500 ETF T TR UNIT | $1.9M | 2.6K | 1.2% | ▲+0.6% Added · +15 sh | |
| 22 | Vanguard Index FDS GROWTH ETF | $1.8M | 21.0K | 1.1% | ▲+500% Added · +17K sh | |
| 23 | Schwab Strategic TR US LCAP GR ETF | $1.8M | 53.0K | 1.1% | ▲~0% Added · +1 sh | |
| 24 | Amazon Com Inc COM | $1.5M | 6.2K | 0.9% | ▲+12% Added · +650 sh | |
| 25 | RTX Corporation COM | $1.4M | 7.4K | 0.8% | ▼−2.8% Reduced · −216 sh | |
| 26 | Ishares TR S&P 500 GRWT ETF | $1.3M | 9.7K | 0.8% | —Held | |
| 27 | Dimensional ETF Trust US COR EQU 2 ETF | $1.3M | 28.8K | 0.8% | ▲New New position | |
| 28 | Alphabet Inc CAP STK CL A | $1.3M | 3.5K | 0.8% | ▲+21% Added · +620 sh | |
| 29 | Schwab Strategic TR US LRG CAP ETF | $1.2M | 39.7K | 0.7% | —Held | |
| 30 | Microsoft Corp COM | $1.2M | 3.1K | 0.7% | ▼−5.1% Reduced · −166 sh | |
| 31 | Ishares TR MSCI INTL QUALTY | $978K | 19.7K | 0.6% | ▼−18% Reduced · −4K sh | |
| 32 | Wisdomtree TR US AI ENHANCED | $959K | 7.3K | 0.6% | ▼−4.0% Reduced · −307 sh | |
| 33 | Vanguard Whitehall FDS HIGH DIV YLD | $909K | 5.8K | 0.5% | ▲New New position | |
| 34 | Schwab Strategic TR US LCAP VA ETF | $869K | 24.9K | 0.5% | ▼−2.0% Reduced · −500 sh | |
| 35 | Berkshire Hathaway Inc Del CL B NEW | $843K | 1.7K | 0.5% | —Held | |
| 36 | Ishares TR RUS 1000 VAL ETF | $753K | 3.1K | 0.5% | —Held | |
| 37 | Dimensional ETF Trust INTERNATIONAL | $740K | 16.4K | 0.4% | ▲+59% Added · +6K sh | |
| 38 | Alphabet Inc CAP STK CL C | $731K | 2.1K | 0.4% | —Held | |
| 39 | Dimensional ETF Trust US EQUI MARK ETF | $730K | 8.9K | 0.4% | ▼−21% Reduced · −2K sh | |
| 40 | Genworth Finl Inc COM SHS | $727K | 76.8K | 0.4% | —Held | |
| 41 | Wisdomtree TR FLOATNG RAT TREA | $725K | 14.4K | 0.4% | —Held | |
| 42 | Ishares TR IBONDS DEC 29 | $711K | 30.7K | 0.4% | ▲+14% Added · +4K sh | |
| 43 | Eli Lilly & Co COM | $704K | 587 | 0.4% | ▼−48% Reduced · −540 sh | |
| 44 | Procter & Gamble Co COM | $656K | 4.5K | 0.4% | ▼−4.5% Reduced · −211 sh | |
| 45 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $649K | 9.1K | 0.4% | ▲New New position | |
| 46 | Nvidia Corporation COM | $617K | 3.1K | 0.4% | ▲+22% Added · +562 sh | |
| 47 | Ishares TR S&P 500 VAL ETF | $611K | 2.7K | 0.4% | —Held | |
| 48 | Schwab Strategic TR US SML CAP ETF | $591K | 16.4K | 0.4% | ▲New New position | |
| 49 | JPMorgan Chase & Co COM | $549K | 1.7K | 0.3% | ▼−26% Reduced · −600 sh | |
| 50 | Ishares TR IBONDS 27 ETF | $544K | 22.5K | 0.3% | ▼−6.9% Reduced · −2K sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show ROBINSON SMITH WEALTH ADVISORS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 29, 2026 | 29d | 98 | $166.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 30, 2026 | 30d | 84 | $147.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 40d | 84 | $146.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 34d | 89 | $139.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 37d | 91 | $125.1M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 12, 2025 | 42d | 85 | $119.5M | 13F-HR/A |
| Q4 2024 | Dec 31, 2024 | Feb 10, 2025 | 41d | 80 | $117.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.