ROBINSON SMITH WEALTH ADVISORS LLC - Portfolio overview

ROBINSON SMITH WEALTH ADVISORS LLC has 91 reported holdings in this dataset, with the latest filing dated 2026-04-30.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. SCHB - SCHWAB STRATEGIC TR, 18.15%
2. CGMU - CAPITAL GRP FIXED INCM ETF T, 6.35%
3. JNJ - JOHNSON & JOHNSON, 5.94%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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