StockDriftsStockDriftsTop 50 Robinson Smith Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | 18.61% | 1.07M | $31.1M | -0.73%(-7.85K) | $18.77(+59.38%) | 2026-06-30 | |
| PVAL | PUTNAM ETF TRUST | 6.02% | 197.3K | $10.1M | +4.48%(+8.47K) | $45.58(+19.75%) | 2026-06-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.64% | 252.6K | $9.4M | +11.87%(+26.81K) | $34.43(+13.90%) | 2026-06-30 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 5.37% | 326.1K | $9.0M | -6.75%(-23.59K) | $27.11(+0.16%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 4.97% | 32.6K | $8.3M | -10.03%(-3.64K) | $156.24(+68.12%) | 2026-06-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.78% | 151.2K | $6.3M | +0.01%(+15) | $33.20(+28.45%) | 2026-06-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.43% | 110.7K | $5.7M | +4.13%(+4.40K) | $35.69(+50.06%) | 2026-06-30 | |
| NBSD | NEUBERGER BERMAN ETF TRUST | 3.13% | 103.6K | $5.2M | -6.38%(-7.06K) | $51.04(-0.88%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.56% | 6.2K | $4.3M | +30.01%(+1.44K) | $480.03(+48.12%) | 2026-06-30 | |
| IWF | ISHARES TR | 2.41% | 32.4K | $4.0M | -0.22%(-71) | $73.35(+70.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (10 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.10% |
| Top 20 Holdings Unweighted | — | — | — | — | +38.75% |
Robinson Smith Wealth Advisors LLC reports $166.92M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are SCHB (18.6%), PVAL (6.0%) and DFIC (5.6%). The top 20 holdings account for 72.97% of reported assets. Its disclosed equity book has returned +39.10% cumulatively over 10 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Robinson Smith Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2008554). View Robinson Smith Wealth Advisors LLC’s 13F filings on SEC