ROBINSON SMITH WEALTH ADVISORS LLC
•CIK: 2008554•Filing: Q4 2025
**ROBINSON SMITH WEALTH ADVISORS LLC** manages $146M across a diversified portfolio of 84 holdings. The strategy exhibits notable concentration in broad market exposure, highlighted by the top holding in SCHB at $28.2M. Further allocations include significant positions in CGMU ($9.1M) and IUSV ($8.3M). The remaining portfolio demonstrates targeted exposure across sectors, including JNJ ($7.5M) and DFAI ($5.4M).
Total AUM
$146.4M
QoQ Performance
+5.1%
Positions
47
Top 10 Concentration
54.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SCHB
CGMU
IUSV
JNJ
SCHB19.2%
CGMU6.2%
IUSV5.7%
JNJ5.1%
DFAI3.7%
NBSD3.5%
DUHP3.2%
DFAU3.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.1%
Healthcare6.2%
Technology4.8%
ETF3.6%
Financial1.5%
Consumer1.0%
Industrial1.0%
Consumer Staples0.5%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW2 new positions
↑21 increased
↓28 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023