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Portfolio (Quarterly) Guide ↗

ROBINSON SMITH WEALTH ADVISORS LLC

· CIK 0002008554
13F Portfolio $167M AUM 98 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 98 New
Page 1 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHB SCHWAB STRATEGIC TR 1,072,620.0 $31.1M 18.61% NEW $28.96 +2.6%
2 PVAL PUTNAM ETF TRUST 197,348.0 $10.1M 6.02% NEW $50.95 +6.6%
3 DFIC DIMENSIONAL ETF TRUST 252,631.0 $9.4M 5.64% NEW $37.26 +5.3%
4 CGMU CAPITAL GRP FIXED INCM ETF T 326,095.0 $9.0M 5.37% NEW $27.47 -1.6%
5 JNJ JOHNSON & JOHNSON Healthcare 32,649.0 $8.3M 4.97% NEW $253.97 +5.5%
6 DUHP DIMENSIONAL ETF TRUST 151,174.0 $6.3M 3.78% NEW $41.73 +1.5%
7 DFAU DIMENSIONAL ETF TRUST 110,734.0 $5.7M 3.43% NEW $51.69 +2.8%
8 NBSD NEUBERGER BERMAN ETF TRUST 103,592.0 $5.2M 3.13% NEW $50.51 -0.1%
9 VOO VANGUARD INDEX FDS 6,229.0 $4.3M 2.56% NEW $686.77 +3.0%
10 IWF ISHARES TR 32,361.0 $4.0M 2.41% NEW $124.17 -1.1%
11 QUAL ISHARES TR 16,811.0 $3.7M 2.21% NEW $219.42 +1.9%
12 DFAI DIMENSIONAL ETF TRUST 87,042.0 $3.6M 2.15% NEW $41.25 +4.7%
13 FLMI FRANKLIN TEMPLETON ETF TR 140,980.0 $3.5M 2.13% NEW $25.17 -2.5%
14 IUSV ISHARES TR 27,648.0 $3.0M 1.82% NEW $110.15 +4.3%
15 JMST J P MORGAN EXCHANGE TRADED F 57,495.0 $2.9M 1.76% NEW $51.00 -0.1%
16 AAPL APPLE INC Technology 8,598.0 $2.5M 1.49% NEW $289.35 +10.5%
17 OEF ISHARES TR 6,479.0 $2.4M 1.42% NEW $365.89 +4.1%
18 VIG VANGUARD SPECIALIZED FUNDS 9,807.0 $2.3M 1.39% NEW $236.61 +2.7%
19 ITOT ISHARES TR 13,764.0 $2.3M 1.35% NEW $164.27 +2.6%
20 IUSG ISHARES TR 11,772.0 $2.2M 1.33% NEW $188.09 +1.7%
Page 1 of 5  ·  98 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Healthcare 34.0%
Technology 21.2%
Financial Services 16.8%
Industrials 9.7%
Consumer Defensive 6.8%
Consumer Cyclical 5.3%
Communication Services 4.5%
Utilities 1.7%