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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 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IBDR ISHARES TR 17,302.0 $419K 0.25% NEW $24.23 +0.0%
62 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 3,821.0 $412K 0.25% NEW $107.78 +3.4%
63 CARR CARRIER GLOBAL CORPORATION Industrials 5,577.0 $409K 0.24% NEW $73.35 -19.9%
64 PRF INVESCO EXCHANGE TRADED FD T 7,548.0 $408K 0.24% NEW $54.03 +3.9%
65 VTV VANGUARD INDEX FDS 1,812.0 $395K 0.24% NEW $217.93 +3.4%
66 URI UNITED RENTALS INC Industrials 334.0 $378K 0.23% NEW $1132.89 -9.1%
67 VWO VANGUARD INTL EQUITY INDEX F 6,156.0 $367K 0.22% NEW $59.69 +1.8%
68 DFSU DIMENSIONAL ETF TRUST 7,628.0 $356K 0.21% NEW $46.63 +3.8%
69 DES WISDOMTREE TR 8,690.0 $354K 0.21% NEW $40.68 -0.6%
70 PEP PEPSICO INC Consumer Defensive 2,611.0 $353K 0.21% NEW $135.38 +4.2%
71 INTC INTEL CORP Technology 2,522.0 $352K 0.21% NEW $139.63 -35.9%
72 IBDV ISHARES TR 15,227.0 $332K 0.20% NEW $21.80 -1.0%
73 AMAT APPLIED MATLS INC Technology 452.0 $327K 0.20% NEW $723.00 -36.1%
74 BINC BLACKROCK ETF TRUST II 6,124.0 $321K 0.19% NEW $52.34 -0.7%
75 VBR VANGUARD INDEX FDS 1,287.0 $313K 0.19% NEW $242.99 +1.6%
76 MUNI PIMCO ETF TR 5,803.0 $305K 0.18% NEW $52.60 -1.8%
77 IVV ISHARES TR 396.0 $296K 0.18% NEW $747.96 +3.3%
78 VCSH VANGUARD SCOTTSDALE FDS 3,733.0 $295K 0.18% NEW $79.03 -0.7%
79 IBM INTERNATIONAL BUSINESS MACHS Technology 1,044.0 $294K 0.18% NEW $281.21 -16.2%
80 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,293.0 $290K 0.17% NEW $223.95 +28.4%
Page 4 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%