Arkolith/Funds/Robinswood Financial LLC

Robinswood Financial LLC

CIK 2139748
Holdings as of Jun 30, 2026·disclosed Jul 15, 2026·~15-day 13F lag·13F-HR
Active Filer

Robinswood Financial LLC holds a diversified book of 428 stocks worth $348.9M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened Vanguard Extended Market ETF and trimmed Ishares Core S&P Midcap ETF. Their largest long position is Vanguard Small-Cap GRWTH ETF at 6% of the equity book.

Opened
36
bought for the first time
Added to
140
already held, bought more
Trimmed
52
sold some, still holds it
Sold out
30
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
52%
Top 20 holdings
78%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

7% mapped to company sectors

ETF / fund or unclassified
93%
Information Technology
3%
Consumer Discretionary
2%
Financials
1%
Health Care
0%
Energy
0%
Industrials
0%
Materials
0%

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Robinswood Financial LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY80 / 80$473.6B
BANK OF AMERICA CORP /DE/80 / 80$393.3B
WELLS FARGO & COMPANY/MN80 / 80$141.3B
UBS Group AG80 / 80$127.4B
ROYAL BANK OF CANADA80 / 80$123.6B
RAYMOND JAMES FINANCIAL INC80 / 80$98.7B
LPL Financial LLC80 / 80$87.8B
Cetera Investment Advisers80 / 80$25.0B

Ranked by the share of each fund's own book sitting in the names it shares with Robinswood Financial 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.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

428 positions
#SecurityValueShares% PortLast moveHistory
1Vanguard Small-Cap Growth Index Fund ETF Shares
UIT EXCHANGE TRADED
$21.9M59.9K
6.3%
+1.5%
Added · +872 sh
2Vanguard Value Index Fund ETF Shares
UIT EXCHANGE TRADED
$21.4M98.0K
6.1%
+3.5%
Added · +3K sh
3Vanguard Small-Cap Valueindex Fund ETF Shares
UIT EXCHANGE TRADED
$20.1M82.6K
5.8%
+4.0%
Added · +3K sh
4Ishares Msci Eafe Growthetf
UIT EXCHANGE TRADED
$19.1M153.6K
5.5%
+3.4%
Added · +5K sh
5Vanguard Ftse Emerging Markets Index Fund ETF Shares
UIT EXCHANGE TRADED
$18.9M317.1K
5.4%
+2.5%
Added · +8K sh
6Vanguard Growth Index Fund ETF Shares
UIT EXCHANGE TRADED
$16.8M195.1K
4.8%
+494%
Added · +162K sh
7Schwab Short-Term U.S. Treasury ETF
UIT EXCHANGE TRADED
$16.5M682.4K
4.7%
+3.4%
Added · +22K sh
8Vanguard Mortgage-Backedsecurities Index Fund ETF Shares
UIT EXCHANGE TRADED
$16.4M350.5K
4.7%
+5.0%
Added · +17K sh
9Ishares Core U.S. Aggregate Bond ETF
UIT EXCHANGE TRADED
$16.2M163.7K
4.6%
+5.5%
Added · +9K sh
10Avantis International Small Cap Value ETF
UIT EXCHANGE TRADED
$14.8M144.0K
4.3%
+1.5%
Added · +2K sh
11Dimensional International Value ETF
UIT EXCHANGE TRADED
$13.8M254.7K
3.9%
+2.1%
Added · +5K sh
12Ishares Core S&P Mid-Capetf
UIT EXCHANGE TRADED
$13.3M172.2K
3.8%
−1.0%
Reduced · −2K sh
13Schwab U.S. Tips ETF
UIT EXCHANGE TRADED
$12.4M468.8K
3.6%
+0.9%
Added · +4K sh
14Dimensional International Small Cap ETF
UIT EXCHANGE TRADED
$9.9M283.7K
2.8%
+2.1%
Added · +6K sh
15Vanguard Short-Term Inflation-Protected Securities Index Fund Et
UIT EXCHANGE TRADED
$8.9M176.4K
2.5%
+7.5%
Added · +12K sh
16Vanguard Emerging Markets Government Bond Index Fund ETF Shares
UIT EXCHANGE TRADED
$7.9M117.6K
2.3%
+5.3%
Added · +6K sh
17Ishares Core International Aggregate Bond ETF
UIT EXCHANGE TRADED
$7.4M146.1K
2.1%
+4.3%
Added · +6K sh
18State Street SPDR Portfolio S&P 500 Growthetf
UIT EXCHANGE TRADED
$6.2M52.4K
1.8%
+12%
Added · +5K sh
19Ishares Msci Eafe Value ETF
UIT EXCHANGE TRADED
$6.0M78.5K
1.7%
−0.3%
Reduced · −225 sh
20Vanguard Mid-Cap Index Fund ETF Shares
UIT EXCHANGE TRADED
$5.8M71.8K
1.7%
+295%
Added · +54K sh
21State Street SPDR Portfolio S&P 400 Mid Cap ETF
UIT EXCHANGE TRADED
$5.8M85.6K
1.7%
+12%
Added · +9K sh
22Schwab International Small-Cap Equity ETF
UIT EXCHANGE TRADED
$5.6M116.7K
1.6%
+3.9%
Added · +4K sh
23Vanguard 0-3 Month Treasury Bill ETF
UIT EXCHANGE TRADED
$5.0M66.2K
1.4%
−4.7%
Reduced · −3K sh
24Microsoft Corp
COMMON STOCK
$4.3M11.4K
1.2%
−1.1%
Reduced · −127 sh
25Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF
UIT EXCHANGE TRADED
$3.7M83.2K
1.1%
−1.3%
Reduced · −1K sh
26Vanguard Total International Bond Indexfund ETF Shares
UIT EXCHANGE TRADED
$3.2M65.2K
0.9%
+3.0%
Added · +2K sh
27Vanguard Short-Term Bondindex Fund ETF Shares
UIT EXCHANGE TRADED
$2.9M37.3K
0.8%
−1.8%
Reduced · −688 sh
28Apple Inc
COMMON STOCK
$2.4M8.3K
0.7%
+3.7%
Added · +293 sh
29State Street Global Allocation ETF
UIT EXCHANGE TRADED
$2.4M45.0K
0.7%
+2.9%
Added · +1K sh
30Amazon.com Inc
COMMON STOCK
$2.4M9.9K
0.7%
−6.1%
Reduced · −646 sh
31Vanguard Total Stock Market Index Fund ETF Shares
UIT EXCHANGE TRADED
$1.6M4.3K
0.5%
−6.0%
Reduced · −274 sh
32Costco WHSL Corp New
COMMON STOCK
$1.6M1.7K
0.4%
−0.2%
Reduced · −3 sh
33Berkshire Hathaway Class A
COMMON STOCK
$1.5M2
0.4%
Held
34State Street SPDR Bloomberg 1-3 Month T-Bill ETF
UIT EXCHANGE TRADED
$1.4M15.2K
0.4%
−8.3%
Reduced · −1K sh
35Invesco Nasdaq 100 ETF
UIT EXCHANGE TRADED
$1.1M3.5K
0.3%
−24%
Reduced · −1K sh
36Paccar Inc
COMMON STOCK
$929K7.7K
0.3%
Held
37Invesco Emerging Marketssovereign Debt ETF
UIT EXCHANGE TRADED
$896K41.4K
0.3%
−1.4%
Reduced · −604 sh
38SPDR Gold Shares
UIT EXCHANGE TRADED
$869K2.4K
0.2%
~0%
Reduced · −1 sh
39Wisdomtree Internationalsmallcap Dividend Fund
UIT EXCHANGE TRADED
$857K10.2K
0.2%
+0.2%
Added · +18 sh
40Vanguard Total Bond Market Index Fund ETF Shares
UIT EXCHANGE TRADED
$754K10.3K
0.2%
+4.7%
Added · +465 sh
41Travelers Cos Inc
COMMON STOCK
$750K2.3K
0.2%
Held
42Dimensional US Marketwide Value ETF
UIT EXCHANGE TRADED
$722K13.1K
0.2%
~0%
Added · +6 sh
43Ishares 0-5 Year Tips Bond ETF
UIT EXCHANGE TRADED
$674K6.6K
0.2%
+1.0%
Added · +65 sh
44Vanguard Ftse All-World Ex-US Index Fund ETF Shares
UIT EXCHANGE TRADED
$654K7.8K
0.2%
−5.1%
Reduced · −417 sh
45Schwab Emerging Markets Equity ETF
UIT EXCHANGE TRADED
$582K16.1K
0.2%
+169%
Added · +10K sh
46Vanguard S&P 500 ETF
UIT EXCHANGE TRADED
$569K827
0.2%
−21%
Reduced · −218 sh
47Schwab International Equity ETF
UIT EXCHANGE TRADED
$553K20.0K
0.2%
+65%
Added · +8K sh
48Pimco Enhanced Short Maturity Active Exchange-Traded Fund
UIT EXCHANGE TRADED
$546K5.4K
0.2%
+11%
Added · +536 sh
49Dimensional U.S. Core Equity 2 ETF
UIT EXCHANGE TRADED
$533K12.0K
0.2%
~0%
Added · +1 sh
50Johnson & Johnson
COMMON STOCK
$517K2.0K
0.1%
−1.8%
Reduced · −38 sh
Showing 50 of 428 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 15, 2026435$348.9M13F-HR
Q1 2026Mar 31, 2026Jul 13, 2026430$317.8M13F-HR/A
Q4 2025Dec 31, 2025Jul 14, 2026406$312.6M13F-HR
Q3 2025Sep 30, 2025Jul 14, 2026387$299.8M13F-HR
Q2 2025Jun 30, 2025Jul 14, 2026398$282.7M13F-HR
Q1 2025Mar 31, 2025Jul 14, 2026402$270.6M13F-HR
Q1 2024Mar 31, 2024Jul 15, 2026251$234.1M13F-HR
Q4 2023Dec 31, 2023Jul 15, 2026249$231.2M13F-HR
Q3 2023Sep 30, 2023Jul 15, 2026252$209.6M13F-HR
Q2 2023Jun 30, 2023Jul 14, 2026231$215.3M13F-HR
Amended / restated
  • Q1 2026 · filed Jun 9, 202613F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.