Robinson Smith Wealth Advisors LLC Top Holdings and 13F Report (2026) About Robinson Smith Wealth Advisors LLCInvestment ActivityRobinson Smith Wealth Advisors LLC has $147.81 million in total holdings as of March 31, 2026.Robinson Smith Wealth Advisors LLC owns shares of 84 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 10.34% of the portfolio was purchased this quarter.About 7.53% of the portfolio was sold this quarter.This quarter, Robinson Smith Wealth Advisors LLC has purchased 84 new stocks and bought additional shares in 18 stocks.Robinson Smith Wealth Advisors LLC sold shares of 25 stocks and completely divested from 2 stocks this quarter.Largest Holdings Schwab US Broad Market ETF $27,119,712Capital Group Municipal Income ETF $9,493,932Johnson & Johnson $8,870,728Putnam Focused Large Cap Value ETF $8,763,893Dimensional International Core Equity 2 ETF $8,023,456 Largest New Holdings this Quarter 00206R102 - AT&T $232,096 Holding30231G102 - ExxonMobil $206,476 Holding Largest Purchases this Quarter Putnam Focused Large Cap Value ETF 135,187 shares (about $6.27M)Dimensional International Core Equity 2 ETF 129,510 shares (about $4.60M)Dimensional US High Profitability ETF 29,155 shares (about $1.07M)Dimensional U.S. Equity ETF 8,352 shares (about $592.24K)NEUBERGER BERMAN ETF TRUST 10,802 shares (about $547.77K) Largest Sales this Quarter iShares Core S&P U.S. Value ETF 52,425 shares (about $5.36M)Dimensional International Core Equity Market ETF 53,784 shares (about $2.10M)iShares MSCI Intl Quality Factor ETF 11,816 shares (about $546.25K)iShares Treasury Floating Rate Bond ETF 8,896 shares (about $450.41K)Schwab U.S. Large-Cap Growth ETF 13,900 shares (about $404.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRobinson Smith Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHBSchwab US Broad Market ETF$27,119,712$172,060 â–²0.6%1,080,46718.3%ETFCGMUCapital Group Municipal Income ETF$9,493,932$469,071 â–²5.2%349,6846.4%ETFJNJJohnson & Johnson$8,870,7280.0%36,2906.0%MedicalPVALPutnam Focused Large Cap Value ETF$8,763,893$6,272,677 â–²251.8%188,8775.9%ETFDFICDimensional International Core Equity 2 ETF$8,023,456$4,601,490 â–²134.5%225,8225.4%ETFNEUBERGER BERMAN ETF TRUST$5,611,163$547,769 â–²10.8%110,6523.8%SHORT DURATION IDUHPDimensional US High Profitability ETF$5,556,601$1,071,737 â–²23.9%151,1593.8%ETFDFAUDimensional US Core Equity Market ETF$4,797,941$422,956 â–²9.7%106,3373.2%ETFFLMIFranklin Dynamic Municipal Bond ETF$3,863,447$360,918 â–²10.3%155,8472.6%ETFJMSTJPMorgan Ultra-Short Municipal ETF$3,510,942$324,386 â–¼-8.5%68,8692.4%ETFDFAIDimensional International Core Equity Market ETF$3,461,185$2,095,435 â–¼-37.7%88,8392.3%ETFIWFiShares Russell 1000 Growth ETF$3,457,251$7,249 â–¼-0.2%8,1082.3%ETFQUALiShares MSCI USA Quality Factor ETF$3,242,697$34,909 â–¼-1.1%16,9062.2%ETFIUSViShares Core S&P U.S. Value ETF$2,897,791$5,360,504 â–¼-64.9%28,3402.0%ManufacturingVOOVanguard S&P 500 ETF$2,862,626$270,070 â–¼-8.6%4,7911.9%ETFAAPLApple$2,402,287$388,538 â–¼-13.9%9,4661.6%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$2,150,7800.0%10,0011.5%ETFOEFiShares S&P 100 ETF$2,060,9140.0%6,4791.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$1,960,460$28,629 â–¼-1.4%13,7641.3%ETFSPYSPDR S&P 500 ETF Trust$1,686,9070.0%2,5941.1%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$1,544,582$404,905 â–¼-20.8%53,0241.0%ETFVUGVanguard Growth ETF$1,525,596$212,264 â–¼-12.2%3,4931.0%ETFIUSGiShares Core S&P U.S. Growth ETF$1,480,0500.0%9,5421.0%ManufacturingRTXRTX$1,473,5630.0%7,6391.0%AerospaceMSFTMicrosoft$1,206,415$12,956 â–¼-1.1%3,2590.8%Computer and TechnologyAMZNAmazon.com$1,147,359$8,331 â–²0.7%5,5090.8%Retail/WholesaleIQLTiShares MSCI Intl Quality Factor ETF$1,110,859$546,253 â–¼-33.0%24,0290.8%ETFIVWiShares S&P 500 Growth ETF$1,101,2390.0%9,7360.7%ETFLLYEli Lilly and Company$1,036,5810.0%1,1270.7%MedicalSCHXSchwab US Large-Cap ETF$1,017,8450.0%39,6980.7%ETFAIVLWisdomTree U.S. AI Enhanced Value Fund$882,0200.0%7,6230.6%FinanceGOOGLAlphabet$837,9500.0%2,9140.6%Computer and TechnologyBRK.BBerkshire Hathaway$806,9730.0%1,6840.5%FinanceDFUSDimensional U.S. Equity ETF$798,092$592,240 â–²287.7%11,2550.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$776,2250.0%25,4500.5%ETFUSFRWisdomTree Floating Rate Treasury Fund$725,3490.0%14,4090.5%FinancePGProcter & Gamble$676,5890.0%4,6840.5%Consumer StaplesJPMJPMorgan Chase & Co.$670,0960.0%2,2780.5%FinanceIWDiShares Russell 1000 Value ETF$663,4450.0%3,1050.4%ETFIBDUiShares iBonds Dec 2029 Term Corporate ETF$626,633$744 â–²0.1%26,9400.4%ETFGNWGenworth Financial$623,4700.0%76,7820.4%FinanceGOOGAlphabet$593,8000.0%2,0700.4%Computer and TechnologyIBDSiShares iBonds Dec 2027 Term Corporate ETF$585,0570.0%24,1360.4%ETFIVEiShares S&P 500 Value ETF$567,7820.0%2,6890.4%ETFPEPPepsiCo$554,072$155 â–²0.0%3,5680.4%Consumer StaplesIBDRiShares iBonds Dec 2026 Term Corporate ETF$552,720$132,108 â–¼-19.3%22,8020.4%ETFNEENextEra Energy$546,8770.0%5,8880.4%UtilitiesCVSBCalvert Ultra-Short Investment Grade ETF$522,395$92,202 â–²21.4%10,3230.4%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$506,696$735 â–²0.1%20,0040.3%ETFTFLOiShares Treasury Floating Rate Bond ETF$482,865$450,411 â–¼-48.3%9,5370.3%ETFMRKMerck & Co., Inc.$451,9750.0%3,7570.3%MedicalNVDANVIDIA$439,663$200,386 â–²83.7%2,5210.3%Computer and TechnologyDFSIDimensional International Sustainability Core 1 ETF$437,968$763 â–¼-0.2%10,3290.3%ETFDONWisdomTree U.S. MidCap Dividend Fund$428,7790.0%8,1610.3%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$425,4790.0%4,7630.3%FinanceVTVVanguard Value ETF$408,218$28,444 â–¼-6.5%2,0810.3%ETFPRFInvesco RAFI US 1000 ETF$372,7660.0%7,8430.3%ETFIBMInternational Business Machines$361,4030.0%1,4910.2%Computer and TechnologyCARRCarrier Global$357,5120.0%6,3490.2%ConstructionPRINCIPAL FINANCIAL GROUP IN$344,3100.0%3,8210.2%COMVTIVanguard Total Stock Market ETF$334,605$5,133 â–¼-1.5%1,0430.2%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$320,064$3,678 â–¼-1.1%14,6210.2%ETFDESWisdomTree U.S. SmallCap Dividend Fund$318,249$45,105 â–¼-12.4%8,8550.2%FinanceBINCiShares Flexible Income Active ETF$308,337$8,516 â–²2.8%5,9380.2%ETFBLACKROCK INC$305,5760.0%3180.2%COMMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$300,907$47,646 â–¼-13.7%5,7660.2%ETFVCSHVanguard Short-Term Corporate Bond ETF$297,183$15,458 â–¼-4.9%3,7490.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$287,907$126,953 â–¼-30.6%11,8630.2%ETFOTISOtis Worldwide$286,1980.0%3,7130.2%IndustrialsSPROTT ASSET MANAGEMENT LP$283,5200.0%8,0000.2%PHYSICAL GOLD TRVBRVanguard Small-Cap Value ETF$279,601$46,057 â–¼-14.1%1,2870.2%ETFDFSUDimensional US Sustainability Core 1 ETF$270,450$11,916 â–²4.6%6,5820.2%ETFWALMART INC$265,0890.0%2,1330.2%COMADPAutomatic Data Processing$262,7120.0%1,2930.2%Computer and TechnologyIVViShares Core S&P 500 ETF$258,3510.0%3960.2%ETFVOEVanguard Mid-Cap Value ETF$247,8570.0%1,3450.2%ETFTAT&T$232,096$232,096 â–²New Holding8,0060.2%Computer and TechnologyYUMYum! Brands$231,6650.0%1,4900.2%Retail/WholesaleMDLZMondelez International$231,4820.0%4,0160.2%Consumer StaplesSCHDSchwab US Dividend Equity ETF$220,625$7,547 â–¼-3.3%7,1910.1%ETFIBKRInteractive Brokers Group$215,965$120,122 â–¼-35.7%3,2200.1%FinanceXOMExxonMobil$206,476$206,476 â–²New Holding1,2170.1%EnergyARISTA NETWORKS INC$200,009$4,297 â–²2.2%1,6290.1%COM SHSKVUEKenvue$181,3820.0%10,5210.1%Consumer StaplesAVGOBroadcom$0$207,660 â–¼-100.0%00.0%Computer and TechnologyMAMastercard$0$205,517 â–¼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. 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