Robinson Smith Wealth Advisors Llc

13F Filings History

Latest 13F report
Q2 2025 - Aug 6, 2025
Value $
$125M
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 91 stock holdings with total value $125M as of Q2 2025. Top holdings included SCHB, IUSV, CGMU, JNJ, and DFAI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 91 $125M +$6M -$6.93M -$938K SCHB, IUSV, CGMU, JNJ, DFAI 13F-HR 8/5/2025, 06:49 PM
Q1 2025 85 $119M +$6.71M -$2.7M +$4.01M SCHB, IUSV, JNJ, CGMU, TFLO Restatement 5/12/2025, 02:52 PM
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