Robinson Smith Wealth Advisors

Robinson Smith Wealth Advisors as of March 31, 2026

Portfolio Holdings for Robinson Smith Wealth Advisors

Robinson Smith Wealth Advisors holds 84 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 18.3 $27M 1.1M 25.10
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 6.4 $9.5M 350k 27.15
Johnson & Johnson (JNJ) 6.0 $8.9M 36k 244.44
Putnam Etf Trust Focused Lar Cap (PVAL) 5.9 $8.8M 189k 46.40
Dimensional Etf Trust Intl Core Equity (DFIC) 5.4 $8.0M 226k 35.53
Neuberger Berman Etf Trust Short Duration I (NBSD) 3.8 $5.6M 111k 50.71
Dimensional Etf Trust Us High Profitab (DUHP) 3.8 $5.6M 151k 36.76
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.2 $4.8M 106k 45.12
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 2.6 $3.9M 156k 24.79
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 2.4 $3.5M 69k 50.98
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.3 $3.5M 89k 38.96
Ishares Tr Rus 1000 Grw Etf (IWF) 2.3 $3.5M 8.1k 426.40
Ishares Tr Msci Usa Qlt Fct (QUAL) 2.2 $3.2M 17k 191.81
Ishares Tr Core S&p Us Vlu (IUSV) 2.0 $2.9M 28k 102.25
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.9 $2.9M 4.8k 597.50
Apple (AAPL) 1.6 $2.4M 9.5k 253.78
Vanguard Specialized Funds Div App Etf (VIG) 1.5 $2.2M 10k 215.06
Ishares Tr S&p 100 Etf (OEF) 1.4 $2.1M 6.5k 318.09
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $2.0M 14k 142.43
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.1 $1.7M 2.6k 650.31
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 1.0 $1.5M 53k 29.13
Vanguard Index Fds Growth Etf (VUG) 1.0 $1.5M 3.5k 436.76
Ishares Tr Core S&p Us Gwt (IUSG) 1.0 $1.5M 9.5k 155.11
Raytheon Technologies Corp (RTX) 1.0 $1.5M 7.6k 192.90
Microsoft Corporation (MSFT) 0.8 $1.2M 3.3k 370.18
Amazon (AMZN) 0.8 $1.1M 5.5k 208.27
Ishares Tr Msci Intl Qualty (IQLT) 0.8 $1.1M 24k 46.23
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $1.1M 9.7k 113.11
Eli Lilly & Co. (LLY) 0.7 $1.0M 1.1k 919.77
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.7 $1.0M 40k 25.64
Wisdomtree Tr Us Ai Enhanced (AIVL) 0.6 $882k 7.6k 115.71
Alphabet Cap Stk Cl A (GOOGL) 0.6 $838k 2.9k 287.56
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $807k 1.7k 479.20
Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $798k 11k 70.91
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $776k 26k 30.50
Wisdomtree Tr Floatng Rat Trea (USFR) 0.5 $725k 14k 50.34
Procter & Gamble Company (PG) 0.5 $677k 4.7k 144.45
JPMorgan Chase & Co. (JPM) 0.5 $670k 2.3k 294.16
Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $663k 3.1k 213.67
Ishares Tr Ibonds Dec 29 (IBDU) 0.4 $627k 27k 23.26
Genworth Finl Com Shs (GNW) 0.4 $624k 77k 8.12
Alphabet Cap Stk Cl C (GOOG) 0.4 $594k 2.1k 286.86
Ishares Tr Ibonds 27 Etf (IBDS) 0.4 $585k 24k 24.24
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $568k 2.7k 211.15
Pepsi (PEP) 0.4 $554k 3.6k 155.29
Ishares Tr Ibonds Dec2026 (IBDR) 0.4 $553k 23k 24.24
Nextera Energy (NEE) 0.4 $547k 5.9k 92.88
Morgan Stanley Etf Trust Calvert Ult Shr (CVSB) 0.4 $522k 10k 50.60
Ishares Tr Ibds Dec28 Etf (IBDT) 0.3 $507k 20k 25.33
Ishares Tr TRS FLT RT BD (TFLO) 0.3 $483k 9.5k 50.63
Merck & Co (MRK) 0.3 $452k 3.8k 120.30
NVIDIA Corporation (NVDA) 0.3 $440k 2.5k 174.40
Dimensional Etf Trust International (DFSI) 0.3 $438k 10k 42.40
Wisdomtree Tr Us Midcap Divid (DON) 0.3 $429k 8.2k 52.54
Wisdomtree Tr Us Largecap Divd (DLN) 0.3 $426k 4.8k 89.33
Vanguard Index Fds Value Etf (VTV) 0.3 $408k 2.1k 196.16
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.3 $373k 7.8k 47.53
International Business Machines (IBM) 0.2 $361k 1.5k 242.39
Carrier Global Corporation (CARR) 0.2 $358k 6.3k 56.31
Principal Financial (PFG) 0.2 $344k 3.8k 90.11
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $335k 1.0k 320.81
Ishares Tr Ibonds Dec 2030 (IBDV) 0.2 $320k 15k 21.89
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $318k 8.9k 35.94
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.2 $308k 5.9k 51.93
Blackrock (BLK) 0.2 $306k 318.00 960.93
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.2 $301k 5.8k 52.19
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $297k 3.7k 79.27
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $288k 12k 24.27
Otis Worldwide Corp (OTIS) 0.2 $286k 3.7k 77.08
Sprott Asset Management Physical Gold Tr (PHYS) 0.2 $284k 8.0k 35.44
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $280k 1.3k 217.25
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $270k 6.6k 41.09
Wal-Mart Stores (WMT) 0.2 $265k 2.1k 124.28
Automatic Data Processing (ADP) 0.2 $263k 1.3k 203.18
Ishares Tr Core S&p500 Etf (IVV) 0.2 $258k 396.00 652.40
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $248k 1.3k 184.28
At&t (T) 0.2 $232k 8.0k 28.99
Yum! Brands (YUM) 0.2 $232k 1.5k 155.48
Mondelez Intl Cl A (MDLZ) 0.2 $232k 4.0k 57.64
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $221k 7.2k 30.68
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $216k 3.2k 67.07
Exxon Mobil Corporation (XOM) 0.1 $207k 1.2k 169.66
Arista Networks Com Shs (ANET) 0.1 $200k 1.6k 122.78
Kenvue (KVUE) 0.1 $181k 11k 17.24