StockDriftsStockDriftsTop 50 Robinswood Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VBK | VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES | 6.28% | 59.9K | $21.9M | +1.48%(+872) | $229.18(+57.51%) | 2026-06-30 | |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 6.12% | 98.0K | $21.4M | +3.53%(+3.35K) | $147.00(+53.61%) | 2026-06-30 | |
| VBR | VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES | 5.75% | 82.6K | $20.1M | +4.05%(+3.22K) | $169.02(+48.00%) | 2026-06-30 | |
| EFG | ISHARES MSCI EAFE GROWTHETF | 5.48% | 153.6K | $19.1M | +3.43%(+5.09K) | $96.74(+31.06%) | 2026-06-30 | |
| VWO | VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES | 5.42% | 317.1K | $18.9M | +2.46%(+7.60K) | $41.89(+44.20%) | 2026-06-30 | |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | 4.82% | 195.1K | $16.8M | -0.92%(-1.80K) | $45.16(+97.21%) | 2026-06-30 | |
| SCHO | SCHWAB SHORT-TERM U.S. TREASURY ETF | 4.72% | 682.4K | $16.5M | +3.39%(+22.38K) | $24.20(-0.57%) | 2026-06-30 | |
| VMBS | VANGUARD MORTGAGE-BACKEDSECURITIES INDEX FUND ETF SHARES | 4.7% | 350.5K | $16.4M | +5.04%(+16.82K) | $46.24(-0.17%) | 2026-06-30 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 4.64% | 163.7K | $16.2M | +5.55%(+8.60K) | $98.59(-1.18%) | 2026-06-30 | |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 4.25% | 144.0K | $14.8M | +1.48%(+2.10K) | $61.19(+79.42%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.91% | +32.79% | — | — | +32.79% |
| Top 20 Holdings Unweighted | +9.42% | +30.99% | — | — | +30.99% |
Robinswood Financial LLC reports $348.90M in US-listed equity holdings across 435 positions in its most recent 13F filing. Its largest disclosed positions are VBK (6.3%), VTV (6.1%) and VBR (5.8%). The top 20 holdings account for 78.44% of reported assets. Its disclosed equity book has returned +32.79% on a three-year cumulative basis. 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 Robinswood Financial LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2139748). View Robinswood Financial LLC’s 13F filings on SEC