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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 2 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,609.0 $1.9M 1.17% NEW $746.74 +3.0%
22 VUG VANGUARD INDEX FDS 20,954.0 $1.8M 1.08% NEW $86.14 +2.8%
23 SCHG SCHWAB STRATEGIC TR 53,025.0 $1.8M 1.07% NEW $33.84 +5.7%
24 AMZN AMAZON COM INC Consumer Cyclical 6,159.0 $1.5M 0.88% NEW $238.34 +11.8%
25 RTX RTX CORPORATION Industrials 7,423.0 $1.4M 0.84% NEW $189.73 +11.6%
26 IVW ISHARES TR 9,736.0 $1.3M 0.80% NEW $137.53 +1.8%
27 DFAC DIMENSIONAL ETF TRUST 28,821.0 $1.3M 0.77% NEW $44.36 +2.8%
28 GOOGL ALPHABET INC Communication Services 3,534.0 $1.3M 0.76% NEW $357.37 -3.0%
29 SCHX SCHWAB STRATEGIC TR 39,698.0 $1.2M 0.70% NEW $29.43 +3.1%
30 MSFT MICROSOFT CORP Technology 3,093.0 $1.2M 0.69% NEW $373.02 +37.7%
31 ISHARES TR 19,741.0 $978K 0.59% NEW $49.55
32 AIVL WISDOMTREE TR 7,316.0 $959K 0.57% NEW $131.13 +2.7%
33 VYM VANGUARD WHITEHALL FDS 5,750.0 $909K 0.54% NEW $158.03 +3.9%
34 SCHV SCHWAB STRATEGIC TR 24,950.0 $869K 0.52% NEW $34.81 -0.6%
35 BERKSHIRE HATHAWAY INC DEL 1,684.0 $843K 0.51% NEW $500.39
36 IWD ISHARES TR 3,105.0 $753K 0.45% NEW $242.43 +6.6%
37 DFSI DIMENSIONAL ETF TRUST 16,406.0 $740K 0.44% NEW $45.10 +4.7%
38 GOOG ALPHABET INC 2,070.0 $731K 0.44% NEW $353.33
39 DFUS DIMENSIONAL ETF TRUST 8,911.0 $730K 0.44% NEW $81.94 +2.4%
40 GNW GENWORTH FINL INC Financial Services 76,782.0 $727K 0.44% NEW $9.47 +5.4%
Page 2 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%