ROBINSON SMITH WEALTH ADVISORS LLC - Portfolio Stock Holdings
ROBINSON SMITH WEALTH ADVISORS LLC disclosed 100 stock positions in a recent SEC 13F filing. $163,665,306 of stock holdings were filed, with the largest holdings including SCHB, PVAL, and DFIC. This filing represented positions held on Sept. 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:
Sept. 30, 2026No. of Stocks:
100Est. Stock Holding Value:
$163,665,306Top Stock Holdings By Sector
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Portfolio Stock Holdings - ROBINSON SMITH WEALTH ADVISORS LLC
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% of Portfolio
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