Robinswood Financial LLC

Q1 2025 13F-HR Holdings

Location
Kirkland, WA
Holdings as of
3/31/2025
Date filed
7/14/2026
Form type
13F-HR
Num holdings
402
Total value ($000)
$270,566
Net value change ($000)
—
New positions
402
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/13/2026 Next filing: 7/14/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHP 18,458 —
VUG 15,873 —
VTV 15,395 —
SCHO 14,607 —
VBK 14,246 —
EFG 14,107 —
VMBS 13,929 —
AGG 13,879 —
VBR 13,841 —
VWO 13,693 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type