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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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