ROBINSON SMITH WEALTH ADVISORS LLC
All 13F Filings
- Location
- South Portland, ME
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 166,919
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 98 | 166,919 | 13F-HR | ROBINSON SMITH WEALTH ADVISORS LLC |
| Q1 2026 | 4/30/2026 | 84 | 147,812 | 13F-HR | ROBINSON SMITH WEALTH ADVISORS LLC |
| Q4 2025 | 2/9/2026 | 84 | 146,437 | 13F-HR | ROBINSON SMITH WEALTH ADVISORS LLC |
| Q3 2025 | 11/3/2025 | 89 | 139,297 | 13F-HR | ROBINSON SMITH WEALTH ADVISORS LLC |
| Q2 2025 | 8/6/2025 | 91 | 125,128 | 13F-HR | ROBINSON SMITH WEALTH ADVISORS LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.64 K | 18.4% | 1.554 K | 0 | 1.554 K |
| ETFs | 133.8 K | 80.4% | 17.63 K | 0 | 17.63 K |
| Debt | 2.006 K | 1.2% | 0 | 79 | -79 |
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Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
166,919
Holdings
98
QoQ value change ($000)
19,107
(12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.