ROBINSON SMITH WEALTH ADVISORS LLC

Est. AUM

$147.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US BRD MKT ETF	$27.1M	1080467	18.35%	SOLE
2	CAPITAL GRP FIXED INCM ETF T	MUNICIPAL INCOME	$9.5M	349684	6.42%	SOLE
3	JOHNSON & JOHNSON	COM	$8.9M	36290	6.00%	SOLE
4	PUTNAM ETF TRUST	FOCUSED LAR CAP	$8.8M	188877	5.93%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$8.0M	225822	5.43%	SOLE
6	NEUBERGER BERMAN ETF TRUST	SHORT DURATION I	$5.6M	110652	3.80%	SOLE
7	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$5.6M	151159	3.76%	SOLE
8	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$4.8M	106337	3.25%	SOLE
9	FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$3.9M	155847	2.61%	SOLE
10	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$3.5M	68869	2.38%	SOLE
11	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$3.5M	88839	2.34%	SOLE
12	ISHARES TR	RUS 1000 GRW ETF	$3.5M	8108	2.34%	SOLE
13	ISHARES TR	MSCI USA QLT FCT	$3.2M	16906	2.19%	SOLE
14	ISHARES TR	CORE S&P US VLU	$2.9M	28340	1.96%	SOLE
15	VANGUARD INDEX FDS	S&P 500 ETF SHS	$2.9M	4791	1.94%	SOLE
16	APPLE INC	COM	$2.4M	9466	1.63%	SOLE
17	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.2M	10001	1.46%	SOLE
18	ISHARES TR	S&P 100 ETF	$2.1M	6479	1.39%	SOLE
19	ISHARES TR	CORE S&P TTL STK	$2.0M	13764	1.33%	SOLE
20	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.7M	2594	1.14%	SOLE
21	SCHWAB STRATEGIC TR	US LCAP GR ETF	$1.5M	53024	1.05%	SOLE
22	VANGUARD INDEX FDS	GROWTH ETF	$1.5M	3493	1.03%	SOLE
23	ISHARES TR	CORE S&P US GWT	$1.5M	9542	1.00%	SOLE
24	RTX CORPORATION	COM	$1.5M	7639	1.00%	SOLE
25	MICROSOFT CORP	COM	$1.2M	3259	0.82%	SOLE
26	AMAZON COM INC	COM	$1.1M	5509	0.78%	SOLE
27	ISHARES TR	MSCI INTL QUALTY	$1.1M	24029	0.75%	SOLE
28	ISHARES TR	S&P 500 GRWT ETF	$1.1M	9736	0.74%	SOLE
29	ELI LILLY & CO	COM	$1.0M	1127	0.70%	SOLE
30	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.0M	39698	0.69%	SOLE
31	WISDOMTREE TR	US AI ENHANCED	$882K	7623	0.60%	SOLE
32	ALPHABET INC	CAP STK CL A	$838K	2914	0.57%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$807K	1684	0.55%	SOLE
34	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$798K	11255	0.54%	SOLE
35	SCHWAB STRATEGIC TR	US LCAP VA ETF	$776K	25450	0.52%	SOLE
36	WISDOMTREE TR	FLOATNG RAT TREA	$725K	14409	0.49%	SOLE
37	PROCTER & GAMBLE CO	COM	$677K	4684	0.46%	SOLE
38	JPMORGAN CHASE & CO	COM	$670K	2278	0.45%	SOLE
39	ISHARES TR	RUS 1000 VAL ETF	$663K	3105	0.45%	SOLE
40	ISHARES TR	IBONDS DEC 29	$627K	26940	0.42%	SOLE
41	GENWORTH FINL INC	COM SHS	$623K	76782	0.42%	SOLE
42	ALPHABET INC	CAP STK CL C	$594K	2070	0.40%	SOLE
43	ISHARES TR	IBONDS 27 ETF	$585K	24136	0.40%	SOLE
44	ISHARES TR	S&P 500 VAL ETF	$568K	2689	0.38%	SOLE
45	PEPSICO INC	COM	$554K	3568	0.37%	SOLE
46	ISHARES TR	IBONDS DEC2026	$553K	22802	0.37%	SOLE
47	NEXTERA ENERGY INC	COM	$547K	5888	0.37%	SOLE
48	MORGAN STANLEY ETF TRUST	CALVERT ULT SHR	$522K	10323	0.35%	SOLE
49	ISHARES TR	IBDS DEC28 ETF	$507K	20004	0.34%	SOLE
50	ISHARES TR	TRS FLT RT BD	$483K	9537	0.33%	SOLE

1–50 of 84

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.