ROBINSON SMITH WEALTH ADVISORS LLC - Portfolio Stock Holdings
ROBINSON SMITH WEALTH ADVISORS LLC disclosed 101 stock positions in a recent SEC 13F filing. $166,919,854 of stock holdings were filed, with the largest holdings including SCHB, PVAL, and DFIC. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $444,890,879 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
101Est. Stock Holding Value:
$166,919,854Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - ROBINSON SMITH WEALTH ADVISORS LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...