Robinson Smith Wealth Advisors LLC
Robinson Smith Wealth Advisors LLC reported 98 holdings worth US$167M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 29, 2026
Robinson Smith Wealth Advisors LLC reported 98 holdings worth US$167M as of Jun 30, 2026. Largest: Johnson & Johnson, Apple Inc and Alphabet Inc (google) Class C. Filed Jul 29, 2026 (Form 13F).
- Holdings
- 98
- Value as reported
- US$167M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Johnson & Johnson | 32,649 | US$8.29M | 5.0% |
| Apple Inc | 8,598 | US$2.49M | 1.5% |
| Alphabet Inc (google) Class C | 5,581 | US$1.99M | 1.2% |
| Amazon.com, Inc. | 6,159 | US$1.47M | 0.88% |
| Rtx Corporation | 7,423 | US$1.41M | 0.84% |
| Microsoft Corp. | 3,093 | US$1.15M | 0.69% |
| Berkshire Hathaway Inc. | 1,684 | US$843K | 0.50% |
| Genworth Financial Inc | 76,782 | US$727K | 0.44% |
| Eli Lilly And Company | 587 | US$704K | 0.42% |
| Procter & Gamble Company (the) | 4,473 | US$656K | 0.39% |
| Nvidia Corporation | 3,083 | US$617K | 0.37% |
| Jp Morgan Chase & Co. | 1,678 | US$549K | 0.33% |
| Blackrock, Inc. | 552 | US$531K | 0.32% |
| Nextera Energy, Inc. | 5,488 | US$482K | 0.29% |
| Principal Financial Group Inc | 3,821 | US$412K | 0.25% |
| Carrier Global Corporation | 5,577 | US$409K | 0.25% |
| United Rentals, Inc. | 334 | US$378K | 0.23% |
| Pepsico, Inc. | 2,611 | US$353K | 0.21% |
| Intel Corporation | 2,522 | US$352K | 0.21% |
| Applied Materials, Inc. | 452 | US$327K | 0.20% |
| International Business Machines Corporation | 1,044 | US$294K | 0.18% |
| Automatic Data Processing, Inc. | 1,293 | US$290K | 0.17% |
| Abbvie Inc. | 1,145 | US$288K | 0.17% |
| Interactive Brokers Group, Inc. | 3,220 | US$280K | 0.17% |
| Arista Networks, Inc. | 1,454 | US$247K | 0.15% |
| Walmart Inc. | 2,133 | US$242K | 0.14% |
| Mondelez International, Inc. | 4,016 | US$232K | 0.14% |
| Merck & Company, Inc. | 1,803 | US$232K | 0.14% |
| Otis Worldwide Corporation | 3,167 | US$227K | 0.14% |
| Broadcom Inc. | 600 | US$227K | 0.14% |
| Texas Instruments Incorporated | 760 | US$227K | 0.14% |
| Philip Morris International Inc | 1,146 | US$207K | 0.12% |
| Kenvue Inc. | 10,521 | US$201K | 0.12% |
| Blue Owl Capital Corporation | 11,000 | US$120K | 0.07% |
| At&t Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Yum! Brands, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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