ROBINSON SMITH WEALTH ADVISORS LLC

13F Filings History

Latest 13F report: Q4 2024 - Feb 10, 2025
Value $: $118M
Signature - Title: Tracey Daigle - Chief Compliancer Officer
Location: 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 80 stock holdings with total value $118M as of Q4 2024. Top holdings included SCHB, IUSV, JNJ, CGMU, and TFLO.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	80	$118M	+$25.1M	-$5.39M	+$19.7M	SCHB, IUSV, JNJ, CGMU, TFLO	13F-HR	2/10/2025, 03:59 PM
Q3 2024	83	$118M	+$7.52M	-$9.74M	-$2.21M	SCHB, IUSV, JNJ, CGMU, TFLO	13F-HR	11/8/2024, 01:50 PM
Q2 2024	90	$114M	+$8.54M	-$912K	+$7.62M	SCHB, IUSV, JNJ, TFLO, AAPL	13F-HR	7/30/2024, 05:09 PM
Q1 2024	79	$104M	+$2.13M	-$6.19M	-$4.06M	SCHB, IUSV, JNJ, TFLO, AAPL	13F-HR	4/25/2024, 12:14 PM
Q4 2023	82	$102M				SCHB, IUSV, JNJ, TFLO, AAPL	13F-HR	2/12/2024, 04:13 PM