ROBINSON SMITH WEALTH ADVISORS LLC
All 13F Filings
- Location
- South Portland, ME
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 146,437
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 |
|---|---|---|---|---|---|
| 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 | 93 K | 63.9% | 5.397 K | 0 | 5.397 K |
| ETFs | 50.28 K | 34.6% | 2.167 K | 0 | 2.167 K |
| Debt | 2.227 K | 1.5% | 0 | 261 | -261 |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
146,437
Holdings
84
QoQ value change ($000)
7,140
(5.1%)
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.