13F Filings History of ROBINSON SMITH WEALTH ADVISORS LLC

Latest 13F report
Q4 2025 - 09 Feb 2026
Value $
$146,437,287
Signature - Title
Tracey Daigle - Chief Compliancer Officer
Location
South Portland, ME
Summary
This page shows a list of all the recent 13F filings made by ROBINSON SMITH WEALTH ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ROBINSON SMITH WEALTH ADVISORS LLC reported 84 stock holdings with total value $146,437,287 as of Q4 2025. Top holdings included SCHB, CGMU, IUSV, JNJ, and DFAI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 84 $146,437,287 +$10,033,561 -$6,614,715 +$3,418,846 SCHB, CGMU, IUSV, JNJ, DFAI 13F-HR 09 Feb 2026, 10:55
Q3 2025 89 $139,296,866 +$14,509,552 -$8,819,987 +$5,689,565 SCHB, IUSV, CGMU, JNJ, DFAI 13F-HR 03 Nov 2025, 11:58
Q2 2025 91 $125,127,871 +$5,995,026 -$6,932,844 -$937,818 SCHB, IUSV, CGMU, JNJ, DFAI 13F-HR 05 Aug 2025, 18:49
Q1 2025 85 $119,469,147 +$6,712,360 -$2,699,711 +$4,012,649 SCHB, IUSV, JNJ, CGMU, TFLO Restatement 12 May 2025, 14:52
Q4 2024 80 $117,949,989 +$25,077,116 -$5,392,758 +$19,684,358 SCHB, IUSV, JNJ, CGMU, TFLO 13F-HR 10 Feb 2025, 15:59
Q3 2024 83 $117,614,131 +$7,523,347 -$9,737,458 -$2,214,111 SCHB, IUSV, JNJ, CGMU, TFLO 13F-HR 08 Nov 2024, 13:50
Q2 2024 90 $113,567,960 +$8,536,953 -$912,353 +$7,624,600 SCHB, IUSV, JNJ, TFLO, AAPL 13F-HR 30 Jul 2024, 17:09
Q1 2024 79 $104,063,036 +$2,128,164 -$6,192,243 -$4,064,079 SCHB, IUSV, JNJ, TFLO, AAPL 13F-HR 25 Apr 2024, 12:14
Q4 2023 82 $101,673,172 $0 $0 $0 SCHB, IUSV, JNJ, TFLO, AAPL 13F-HR 12 Feb 2024, 16:13