Robinson Smith Wealth Advisors LLC Portfolio Holdings

Robinson Smith Wealth Advisors LLC

  • $139 Billion
  • Q3 2025

Robinson Smith Wealth Advisors LLC has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $139 Billion distributed in 89 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Broad M with a value of $26.2B, Ishares Core S&P U.S. Value Et with a value of $10.3B, Capital Group Core Plus Income with a value of $8.12B, Johnson & Johnson with a value of $6.74B, and Dimensional ETF Tr with a value of $5.52B.

Examining the 13F form we can see an increase of $14.2B in the current position value, from $125B to 139B.

Robinson Smith Wealth Advisors LLC is based out at Portland, ME

Below you can find more details about Robinson Smith Wealth Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Billion
ETFs: $98.3 Billion
Healthcare: $8.4 Billion
Technology: $5.21 Billion
Financial Services: $3.58 Billion
Industrials: $2.65 Billion
Consumer Cyclical: $1.96 Billion
Consumer Defensive: $1.69 Billion
Communication Services: $1.63 Billion
Other: $444 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.2 Billion 18.81% of portfolio
1,019,341
Q3 2025 Added 1.94%
$0
$10.3 Billion 7.41% of portfolio
103,217
Q3 2025 Added 2.21%
-
$8.12 Billion 5.83% of portfolio
-
Q3 2025 Added 26.46%
$522B
$6.74 Billion 4.84% of portfolio
36,353
Q3 2025 Reduced 0.28%
$0
$5.52 Billion 3.96% of portfolio
151,753
Q3 2025 Added 25.24%
Neuberger Berman ETF Trust
-
$4.86 Billion 3.49% of portfolio
-
Q3 2025 Added 2,033.98%
$0
$4.54 Billion 3.26% of portfolio
99,107
Q3 2025 Added 2.77%
$0
$3.95 Billion 2.84% of portfolio
104,684
Q3 2025 Added 16.58%
$0
$3.93 Billion 2.82% of portfolio
77,073
Q3 2025 Added 29.97%
$0
$3.75 Billion 2.69% of portfolio
7,996
Q3 2025 Reduced 0.01%
$0
$3.31 Billion 2.37% of portfolio
17,007
Q3 2025 Reduced 0.67%
$0
$3.11 Billion 2.24% of portfolio
125,698
Q3 2025 New
$0
$2.93 Billion 2.11% of portfolio
4,790
Q3 2025 Reduced 0.02%
$4.3T
$2.59 Billion 1.86% of portfolio
10,177
Q3 2025 Reduced 7.55%
$0
$2.4 Billion 1.72% of portfolio
75,140
Q3 2025 Reduced 1.02%
$0
$2.22 Billion 1.59% of portfolio
10,280
Q3 2025 Reduced 2.18%
$0
$2.03 Billion 1.46% of portfolio
13,971
Q3 2025 Added 2.49%
$3.78T
$1.9 Billion 1.37% of portfolio
3,671
Q3 2025 Reduced 3.7%
$0
$1.82 Billion 1.31% of portfolio
3,798
Q3 2025 Reduced 5.52%
$0
$1.73 Billion 1.24% of portfolio
2,591
Q3 2025 Reduced 0.04%
$0
$1.69 Billion 1.21% of portfolio
38,157
Q3 2025 Added 1.32%
$0
$1.57 Billion 1.13% of portfolio
9,542
Q2 2024 Added 0.28%
$258B
$1.33 Billion 0.96% of portfolio
7,969
Q2 2025 Reduced 5.68%
$2.39T
$1.32 Billion 0.95% of portfolio
6,032
Q3 2025 Reduced 3.47%
$0
$1.18 Billion 0.84% of portfolio
9,736
Q4 2023 New
$0
$1.1 Billion 0.79% of portfolio
21,647
Q3 2025 Reduced 71.24%
$0
$1.05 Billion 0.75% of portfolio
39,698
Q3 2025 Reduced 2.68%
$881B
$946 Million 0.68% of portfolio
2,998
Q2 2025 Reduced 7.13%
$1.65T
$896 Million 0.64% of portfolio
3,687
Q3 2025 Reduced 6.33%
$0
$871 Million 0.63% of portfolio
7,623
Q3 2024 Reduced 3.05%
$971B
$858 Million 0.62% of portfolio
1,125
Q3 2025 Reduced 0.09%
$662B
$847 Million 0.61% of portfolio
1,684
Q2 2025 Added 1.2%
$0
$741 Million 0.53% of portfolio
25,450
Q1 2025 Added 218.44%
$346B
$720 Million 0.52% of portfolio
4,684
Q3 2025 Reduced 0.95%
$0
$724 Million 0.52% of portfolio
14,409
Q1 2025 Reduced 8.81%
$0
$687 Million 0.49% of portfolio
28,252
Q3 2025 Reduced 4.77%
$4.3B
$683 Million 0.49% of portfolio
76,782
Q4 2023 New
$0
$670 Million 0.48% of portfolio
20,418
Q3 2025 New
$0
$623 Million 0.45% of portfolio
26,563
Q3 2025 Added 3.37%
$0
$632 Million 0.45% of portfolio
3,105
Q3 2025 Reduced 0.67%
$0
$610 Million 0.44% of portfolio
24,991
Q3 2025 Reduced 81.57%
$0
$587 Million 0.42% of portfolio
24,136
Q3 2025 Reduced 5.67%
Blackrock ETF Trust Ii
-
$568 Million 0.41% of portfolio
-
Q3 2025 Added 2.13%
$0
$555 Million 0.4% of portfolio
2,689
Q4 2023 New
$204B
$501 Million 0.36% of portfolio
3,567
Q3 2025 Reduced 4.65%
$1.74T
$504 Million 0.36% of portfolio
2,070
Q3 2025 Added 1.77%
$0
$501 Million 0.36% of portfolio
19,636
Q3 2025 Added 0.21%
$0
$467 Million 0.33% of portfolio
2,502
Q3 2025 Added 0.04%
$266B
$449 Million 0.32% of portfolio
1,591
Q1 2025 Added 14.38%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $139 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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