Sponsored

The Analysis of ROBINSON SMITH WEALTH ADVISORS LLC's Holdings & P&L

Currently, ROBINSON SMITH WEALTH ADVISORS LLC holds 84 types of securities in its portfolio with a total value $147.8M. In the most recent quarter, they have increased their positions in PVAL (+135.2K shares, valued at $6.3M), DFIC (+129.5K shares, valued at $4.6M), DUHP (+29.2K shares, valued at $1.1M); decreased their positions in IUSV (-52.4K shares, valued at $5.4M), DFAI (-53.8K shares, valued at $2.1M), IQLT (-11.8K shares, valued at $546.3K); initiated new positions in T (+8.0K shares, valued at $232.1K), XOM (+1.2K shares, valued at $206.5K).

1M P&L

-6.8M-4.27%

3M P&L

-14.0M-8.36%

HY P&L

-7.4M-4.59%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A118.6M

83.9%

2Drug Manufacturers - General9.9M

7.0%

3Consumer Electronics2.4M

1.7%

Top Industries by Stock Count

1N/A52 stocks

68.4%

2Drug Manufacturers - General2 stocks

2.6%

3Household & Personal Products2 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHB SCHWAB STRATEGIC TR1.1M shares0.64%2026-03-312026-04-30

CGMU CAPITAL GRP FIXED INCM ETF T349.7K shares5.20%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON36.3K shares0.00%2026-03-312026-04-30

PVAL PUTNAM ETF TRUST188.9K shares251.79%2026-03-312026-04-30

DFIC DIMENSIONAL ETF TRUST225.8K shares134.47%2026-03-312026-04-30

NBSD NEUBERGER BERMAN ETF TRUST110.7K shares10.82%2026-03-312026-04-30

DUHP DIMENSIONAL ETF TRUST151.2K shares23.90%2026-03-312026-04-30

DFAU DIMENSIONAL ETF TRUST106.3K shares9.67%2026-03-312026-04-30

Sponsored

FLMI FRANKLIN TEMPLETON ETF TR155.8K shares10.30%2026-03-312026-04-30

JMST J P MORGAN EXCHANGE TRADED F68.9K shares-8.46%2026-03-312026-04-30

DFAI DIMENSIONAL ETF TRUST88.8K shares-37.71%2026-03-312026-04-30

IWF ISHARES TR8.1K shares-0.21%2026-03-312026-04-30

QUAL ISHARES TR16.9K shares-1.07%2026-03-312026-04-30

IUSV ISHARES TR28.3K shares-64.91%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS4.8K shares-8.62%2026-03-312026-04-30

AAPL APPLE INC9.5K shares-13.92%2026-03-312026-04-30

Sponsored

VIG VANGUARD SPECIALIZED FUNDS10.0K shares0.00%2026-03-312026-04-30

OEF ISHARES TR6.5K shares0.00%2026-03-312026-04-30

ITOT ISHARES TR13.8K shares-1.44%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T2.6K shares0.00%2026-03-312026-04-30

SCHG SCHWAB STRATEGIC TR53.0K shares-20.77%2026-03-312026-04-30

VUG VANGUARD INDEX FDS3.5K shares-12.21%2026-03-312026-04-30

IUSG ISHARES TR9.5K shares0.00%2026-03-312026-04-30

RTX RTX CORPORATION7.6K shares0.00%2026-03-312026-04-30

Sponsored

MSFT MICROSOFT CORP3.3K shares-1.06%2026-03-312026-04-30

AMZN AMAZON COM INC5.5K shares0.73%2026-03-312026-04-30

IQLT ISHARES TR24.0K shares-32.96%2026-03-312026-04-30

IVW ISHARES TR9.7K shares0.00%2026-03-312026-04-30

LLY ELI LILLY & CO1.1K shares0.00%2026-03-312026-04-30

SCHX SCHWAB STRATEGIC TR39.7K shares0.00%2026-03-312026-04-30

AIVL WISDOMTREE TR7.6K shares0.00%2026-03-312026-04-30

ALPHABET INC ALPHABET INC2.9K shares0.00%2026-03-312026-04-30

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.7K shares0.00%2026-03-312026-04-30

DFUS DIMENSIONAL ETF TRUST11.3K shares287.70%2026-03-312026-04-30

SCHV SCHWAB STRATEGIC TR25.4K shares0.00%2026-03-312026-04-30

USFR WISDOMTREE TR14.4K shares0.00%2026-03-312026-04-30

PG PROCTER & GAMBLE CO4.7K shares0.00%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO2.3K shares0.00%2026-03-312026-04-30

IWD ISHARES TR3.1K shares0.00%2026-03-312026-04-30

IBDU ISHARES TR26.9K shares0.12%2026-03-312026-04-30

Sponsored

GNW GENWORTH FINL INC76.8K shares0.00%2026-03-312026-04-30

ALPHABET INC ALPHABET INC2.1K shares0.00%2026-03-312026-04-30

IBDS ISHARES TR24.1K shares0.00%2026-03-312026-04-30

IVE ISHARES TR2.7K shares0.00%2026-03-312026-04-30

PEP PEPSICO INC3.6K shares0.03%2026-03-312026-04-30

IBDR ISHARES TR22.8K shares-19.29%2026-03-312026-04-30

NEE NEXTERA ENERGY INC5.9K shares0.00%2026-03-312026-04-30

CVSB MORGAN STANLEY ETF TRUST10.3K shares21.43%2026-03-312026-04-30

Sponsored

IBDT ISHARES TR20.0K shares0.15%2026-03-312026-04-30

TFLO ISHARES TR9.5K shares-48.26%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC3.8K shares0.00%2026-03-312026-04-30

NVDA NVIDIA CORPORATION2.5K shares83.75%2026-03-312026-04-30

DFSI DIMENSIONAL ETF TRUST10.3K shares-0.17%2026-03-312026-04-30

DON WISDOMTREE TR8.2K shares0.00%2026-03-312026-04-30

DLN WISDOMTREE TR4.8K shares0.00%2026-03-312026-04-30

VTV VANGUARD INDEX FDS2.1K shares-6.51%2026-03-312026-04-30

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.8K shares0.00%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS1.5K shares0.00%2026-03-312026-04-30

CARR CARRIER GLOBAL CORPORATION6.3K shares0.00%2026-03-312026-04-30

PFG PRINCIPAL FINANCIAL GROUP IN3.8K shares0.00%2026-03-312026-04-30

VTI VANGUARD INDEX FDS1.0K shares-1.51%2026-03-312026-04-30

IBDV ISHARES TR14.6K shares-1.14%2026-03-312026-04-30

DES WISDOMTREE TR8.9K shares-12.41%2026-03-312026-04-30

BINC BLACKROCK ETF TRUST II5.9K shares2.84%2026-03-312026-04-30

Sponsored

BLACKROCK INC BLACKROCK INC318 shares0.00%2026-03-312026-04-30

MUNI PIMCO ETF TR5.8K shares-13.67%2026-03-312026-04-30

VCSH VANGUARD SCOTTSDALE FDS3.7K shares-4.94%2026-03-312026-04-30

SCHO SCHWAB STRATEGIC TR11.9K shares-30.60%2026-03-312026-04-30

OTIS OTIS WORLDWIDE CORP3.7K shares0.00%2026-03-312026-04-30

PHYS SPROTT ASSET MANAGEMENT LP8.0K shares0.00%2026-03-312026-04-30

VBR VANGUARD INDEX FDS1.3K shares-14.14%2026-03-312026-04-30

DFSU DIMENSIONAL ETF TRUST6.6K shares4.61%2026-03-312026-04-30

Sponsored

WMT WALMART INC2.1K shares0.00%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSING IN1.3K shares0.00%2026-03-312026-04-30

IVV ISHARES TR396 shares0.00%2026-03-312026-04-30

VOE VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-30

T AT&T INC8.0K sharesnew addition2026-03-312026-04-30

YUM YUM BRANDS INC1.5K shares0.00%2026-03-312026-04-30

MDLZ MONDELEZ INTL INC4.0K shares0.00%2026-03-312026-04-30

SCHD SCHWAB STRATEGIC TR7.2K shares-3.31%2026-03-312026-04-30

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN3.2K shares-35.74%2026-03-312026-04-30

XOM EXXON MOBIL CORP1.2K sharesnew addition2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC1.6K shares2.20%2026-03-312026-04-30

KVUE KENVUE INC10.5K shares0.00%2026-03-312026-04-30

SCHB

SCHWAB STRATEGIC TR

0.64%

Shares1.1M

Event2026-03-31

Filed2026-04-30

CGMU

CAPITAL GRP FIXED INCM ETF T

5.20%

Shares349.7K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

0.00%

Shares36.3K

Event2026-03-31

Filed2026-04-30

PVAL

PUTNAM ETF TRUST

251.79%

Shares188.9K

Event2026-03-31

Filed2026-04-30

DFIC

DIMENSIONAL ETF TRUST

134.47%

Shares225.8K

Event2026-03-31

Filed2026-04-30

NBSD

NEUBERGER BERMAN ETF TRUST

10.82%

Shares110.7K

Event2026-03-31

Filed2026-04-30

DUHP

DIMENSIONAL ETF TRUST

23.90%

Shares151.2K

Event2026-03-31

Filed2026-04-30

DFAU

DIMENSIONAL ETF TRUST

9.67%

Shares106.3K

Event2026-03-31

Filed2026-04-30

FLMI

FRANKLIN TEMPLETON ETF TR

10.30%

Shares155.8K

Event2026-03-31

Filed2026-04-30

JMST

J P MORGAN EXCHANGE TRADED F

-8.46%

Shares68.9K

Event2026-03-31

Filed2026-04-30

DFAI

DIMENSIONAL ETF TRUST

-37.71%

Shares88.8K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES TR

-0.21%

Shares8.1K

Event2026-03-31

Filed2026-04-30

QUAL

ISHARES TR

-1.07%

Shares16.9K

Event2026-03-31

Filed2026-04-30

IUSV

ISHARES TR

-64.91%

Shares28.3K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-8.62%

Shares4.8K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-13.92%

Shares9.5K

Event2026-03-31

Filed2026-04-30

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-30

OEF

ISHARES TR

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-30

ITOT

ISHARES TR

-1.44%

Shares13.8K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-30

SCHG

SCHWAB STRATEGIC TR

-20.77%

Shares53.0K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

-12.21%

Shares3.5K

Event2026-03-31

Filed2026-04-30

IUSG

ISHARES TR

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-30

RTX

RTX CORPORATION

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

-1.06%

Shares3.3K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

0.73%

Shares5.5K

Event2026-03-31

Filed2026-04-30

IQLT

ISHARES TR

-32.96%

Shares24.0K

Event2026-03-31

Filed2026-04-30

IVW

ISHARES TR

0.00%

Shares9.7K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-30

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares39.7K

Event2026-03-31

Filed2026-04-30

AIVL

WISDOMTREE TR

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-30

DFUS

DIMENSIONAL ETF TRUST

287.70%

Shares11.3K

Event2026-03-31

Filed2026-04-30

SCHV

SCHWAB STRATEGIC TR

0.00%

Shares25.4K

Event2026-03-31

Filed2026-04-30

USFR

WISDOMTREE TR

0.00%

Shares14.4K

Event2026-03-31

Filed2026-04-30

PROCTER & GAMBLE CO

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-30

IWD

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-30

IBDU

ISHARES TR

0.12%

Shares26.9K

Event2026-03-31

Filed2026-04-30

GNW

GENWORTH FINL INC

0.00%

Shares76.8K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-30

IBDS

ISHARES TR

0.00%

Shares24.1K

Event2026-03-31

Filed2026-04-30

IVE

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-30

PEP

PEPSICO INC

0.03%

Shares3.6K

Event2026-03-31

Filed2026-04-30

IBDR

ISHARES TR

-19.29%

Shares22.8K

Event2026-03-31

Filed2026-04-30

NEE

NEXTERA ENERGY INC

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-30

CVSB

MORGAN STANLEY ETF TRUST

21.43%

Shares10.3K

Event2026-03-31

Filed2026-04-30

IBDT

ISHARES TR

0.15%

Shares20.0K

Event2026-03-31

Filed2026-04-30

TFLO

ISHARES TR

-48.26%

Shares9.5K

Event2026-03-31

Filed2026-04-30

MERCK & CO INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

83.75%

Shares2.5K

Event2026-03-31

Filed2026-04-30

DFSI

DIMENSIONAL ETF TRUST

-0.17%

Shares10.3K

Event2026-03-31

Filed2026-04-30

DON

WISDOMTREE TR

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-30

DLN

WISDOMTREE TR

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

-6.51%

Shares2.1K

Event2026-03-31

Filed2026-04-30

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.8K

Event2026-03-31

Filed2026-04-30

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-30

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-30

PFG

PRINCIPAL FINANCIAL GROUP IN

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

-1.51%

Shares1.0K

Event2026-03-31

Filed2026-04-30

IBDV

ISHARES TR

-1.14%

Shares14.6K

Event2026-03-31

Filed2026-04-30

DES

WISDOMTREE TR

-12.41%

Shares8.9K

Event2026-03-31

Filed2026-04-30

BINC

BLACKROCK ETF TRUST II

2.84%

Shares5.9K

Event2026-03-31

Filed2026-04-30

BLACKROCK INC

0.00%

Shares318

Event2026-03-31

Filed2026-04-30

MUNI

PIMCO ETF TR

-13.67%

Shares5.8K

Event2026-03-31

Filed2026-04-30

VCSH

VANGUARD SCOTTSDALE FDS

-4.94%

Shares3.7K

Event2026-03-31

Filed2026-04-30

SCHO

SCHWAB STRATEGIC TR

-30.60%

Shares11.9K

Event2026-03-31

Filed2026-04-30

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-30

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-30

VBR

VANGUARD INDEX FDS

-14.14%

Shares1.3K

Event2026-03-31

Filed2026-04-30

DFSU

DIMENSIONAL ETF TRUST

4.61%

Shares6.6K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-30

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

0.00%

Shares396

Event2026-03-31

Filed2026-04-30

VOE

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-30

AT&T INC

New

Shares8.0K

Event2026-03-31

Filed2026-04-30

YUM

YUM BRANDS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-30

MDLZ

MONDELEZ INTL INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-30

SCHD

SCHWAB STRATEGIC TR

-3.31%

Shares7.2K

Event2026-03-31

Filed2026-04-30

IBKR

INTERACTIVE BROKERS GROUP IN

-35.74%

Shares3.2K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-30

ARISTA NETWORKS INC

2.20%

Shares1.6K

Event2026-03-31

Filed2026-04-30

KVUE

KENVUE INC

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-30

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available