Robinson Smith Wealth Advisors LLC Portfolio Holdings

Robinson Smith Wealth Advisors LLC

  • $125 Billion
  • Q2 2025

Robinson Smith Wealth Advisors LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 91 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 $23.8B, Ishares Core S&P U.S. Value Et with a value of $9.56B, Capital Group Core Plus Income with a value of $6.28B, Johnson & Johnson with a value of $5.57B, and Dimensional ETF Tr with a value of $4.19B.

Examining the 13F form we can see an increase of $5.66B in the current position value, from $119B to 125B.

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 $125 Billion
ETFs: $92 Billion
Healthcare: $7.68 Billion
Technology: $5.1 Billion
Financial Services: $3.5 Billion
Industrials: $2.64 Billion
Consumer Defensive: $1.94 Billion
Consumer Cyclical: $1.8 Billion
Communication Services: $1.29 Billion
Other: $409 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$203 Million 0.16% of portfolio
8,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 91
  • Current Value $125 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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