Filer Snapshot

ROBINSON SMITH WEALTH ADVISORS LLC

CIK 0002008554. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

11

Latest filing

30 Apr 2026

Industry

n/a

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q1 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Open 13F portfolio Save page

Latest 13F portfolio

$147.81M

84 holdings for Q1 2026

Open portfolio

Largest parsed holding

SCHB

$27.12M reported value

Open holding

13D/G large stake

—

No recent parsed 13D/G stake row for this CIK.

Browse 13D/G

Save this filer page

Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.

Create free account and save this filer Already have an account? Sign in and save it
Source: SEC Form 13F

13F-HR filed on 30 Apr 2026 for CIK 0002008554.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$147.81M

Quarterly institutional holdings reported on Form 13F.

Latest reported 13F value

13F
$147.81M

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Largest 13F holdings

13F
SCHB CGMU JNJ PVAL DFIC
+15 moreNBSD DUHP DFAU FLMI JMST DFAI IWF QUAL IUSV VOO AAPL VIG OEF ITOT SPY

Largest symbols in the latest parsed Form 13F information table.

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

SCHB CGMU JNJ PVAL DFIC NBSD DUHP DFAU
+12 moreFLMI JMST DFAI IWF QUAL IUSV VOO AAPL VIG OEF ITOT SPY
How to read these SEC ownership signals
  • Read each filing family separately: 13F portfolios, 13D/G large stakes, and Forms 3/4/5 owner positions answer different SEC disclosure questions.
  • Open the linked research path when you need the filing, CIK, issuer, or CUSIP trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 1 identity field
Business address
82 Running Hill Road, Suite 205, South Portland, ME, 04106
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 2 profile fields available
Incorporated in
ME
Fiscal year end
31 December

Filer intelligence

What SEC filings say about ROBINSON SMITH WEALTH ADVISORS LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Open 13F portfolio Save filer

Quick read

  • Latest parsed 13F shows $147.81M across 84 reported holdings for Q1 2026.
  • Largest parsed 13F holding: SCHB at $27.12M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 84 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 30 Apr 2026

Top 5 concentration

42%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$62.27M

Compared with $147.81M total 13F value.

Top 5 net change

+$11.52M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: PVAL ยท Largest trim: IUSV

SCHB CGMU JNJ PVAL DFIC Other holdings

SCHB

18.3%

Schwab Strategic Tr

$27.12M

CGMU

6.4%

Capital Grp Fixed Incm Etf T

$9.49M

JNJ

6%

Johnson & Johnson

$8.87M

PVAL

5.9%

Putnam Etf Trust

$8.76M

DFIC

5.4%

Dimensional Etf Trust

$8.02M

Latest update

What changed recently for ROBINSON SMITH WEALTH ADVISORS LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

30 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 30 Apr 2026.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

ROBINSON SMITH WEALTH ADVISORS LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

SEC filing record

CIK 0002008554 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
11
First seen
12 Feb 2024
Latest filing
30 Apr 2026
Entity
Company

Observed form types

13F-HR 13F-HR/A

CIK-linked evidence first

ROBINSON SMITH WEALTH ADVISORS LLC SEC filings ROBINSON SMITH WEALTH ADVISORS LLC 13F portfolio Open SEC filing index

Latest Filings

Showing the latest 11 of 11 SEC filings for ROBINSON SMITH WEALTH ADVISORS LLC.

13F-HR

13F-HR filing

Filing date
30 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
09 Feb 2026
Reporting date
31 Dec 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
03 Nov 2025
Reporting date
30 Sep 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
06 Aug 2025
Reporting date
30 Jun 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR/A

13F-HR/A filing

Filing date
12 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 May 2025
Reporting date
31 Mar 2025
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
10 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
08 Nov 2024
Reporting date
30 Sep 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
30 Jul 2024
Reporting date
30 Jun 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
25 Apr 2024
Reporting date
31 Mar 2024
SEC evidence
Open document Open filing
Next action
Verify source filing
13F-HR

13F-HR filing

Filing date
12 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
Open document Open filing
Next action
Verify source filing
We use cookies and similar technologies to provide certain features, enhance the user experience and, if you allow them, measure engagement and deliver advertising. Analytics and marketing storage stay off until you grant consent. By clicking on "Agree and continue", you declare your consent to the use of the selected optional cookies. Manage preferences to update or revoke optional consent for future visits. For more information, see our Privacy Policy .