Q2 2026 13F · SEC CIK 2139748

Robinswood Financial LLC

Wealth managerFiled 2026-07-15 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $348.9M
Reported positions: 428
Holdings vs S&P 500, 3 yrs: —
Assets under management: $453.2M

Robinswood Financial LLC is a wealth manager that reported 428 positions worth $348.9M in its Q2 2026 13F, filed 2026-07-15. Its largest holdings were Vanguard Small Cap Growth ETF (VBK, 6.3%), Vanguard Value ETF (VTV, 6.1%), Vanguard Small Cap Value ETF (VBR, 5.8%).

Robinswood Financial LLC holdings largest 50 of 428 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Robinswood Financial LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VBKVanguard Small Cap Growth ETF	6.3%	5.6%	59,919	+1.5%	$21.9M
VTVVanguard Value ETF	6.1%	5.8%	98,042	+3.5%	$21.4M
VBRVanguard Small Cap Value ETF	5.8%	5.4%	82,608	+4.1%	$20.1M
EFGIshares Tr	5.5%	5.2%	153,573	+3.4%	$19.1M
VWOVanguard Intl Equity Index F	5.4%	5.3%	317,066	+2.5%	$18.9M
VUGVanguard Indx Fd	4.8%	4.5%	195,103	+494.5%	$16.8M
SCHOSchwab Short-Term U.S. Treasury ETF	4.7%	5.0%	682,357	+3.4%	$16.5M
VMBSVmbs	4.7%	4.9%	350,470	+5.0%	$16.4M
AGGIshares Tr	4.6%	4.8%	163,669	+5.5%	$16.2M
AVDVAvantis International Small Cap Value Et	4.3%	4.5%	143,954	+1.5%	$14.8M
DFIVDimensional ETF Trust	3.9%	4.1%	254,698	+2.1%	$13.8M
IJHIshares Tr	3.8%	3.7%	172,241	-1.0%	$13.3M
SCHPSchwab Strategic Tr	3.6%	3.9%	468,805	+0.9%	$12.4M
DFISDimensional ETF Trust	2.8%	2.9%	283,738	+2.1%	$9.9M
VTIPVanguard Malvern Fds	2.5%	2.6%	176,420	+7.5%	$8.9M
VWOBVanguard Whitehall Fds	2.3%	2.3%	117,576	+5.3%	$7.9M
IAGGiShares International Aggregate Bond Fun	2.1%	2.2%	146,112	+4.3%	$7.4M
SPYGSpdr Series Trust	1.8%	1.4%	52,374	+11.6%	$6.2M
EFVIshares Tr	1.7%	1.8%	78,491	-0.3%	$6.0M
VOVanguard Index Fds	1.7%	1.6%	71,785	+294.9%	$5.8M
SPMDSpdr Series Trust	1.7%	1.4%	85,604	+11.6%	$5.8M
SCHCSchwab Strategic Tr	1.6%	1.7%	116,721	+3.9%	$5.6M
VBILVanguard Instl Index Fd	1.4%	1.7%	66,157	-4.7%	$5.0M
MSFTMicrosoft Corp	1.2%	1.3%	11,432	-1.1%	$4.3M
PDNInvesco Exch Traded Fd Tr II	1.1%	1.1%	83,163	-1.3%	$3.7M
BNDXVanguard Charlotte Fds	0.9%	1.0%	65,232	+3.0%	$3.2M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.8%	0.9%	37,336	-1.8%	$2.9M
AAPLApple Inc	0.7%	0.6%	8,251	+3.7%	$2.4M
GALSsga Active ETF Tr	0.7%	0.7%	44,991	+2.9%	$2.4M
AMZNAmazon Com Inc Com	0.7%	0.7%	9,914	-6.1%	$2.4M
VTIVanguard Index Fds	0.5%	0.5%	4,308	-6.0%	$1.6M
COSTCostco Whsl Corp New	0.4%	0.5%	1,665	-0.2%	$1.6M
BRK-ABerkshire Hathaway Inc Del	0.4%	0.5%	2	+0.0%	$1.5M
BILSPDR Brcy1-3 Ser	0.4%	0.5%	15,188	-8.3%	$1.4M
QQQMInvesco Nasdaq 100 ETF	0.3%	0.3%	3,474	-24.4%	$1.1M
PCARPaccar Inc	0.3%	0.3%	7,732	+0.0%	$929K
PCYInvesco Exchng Traded Fd Tr	0.3%	0.3%	41,376	-1.4%	$896K
GLDSpdr Gold Shares	0.2%	0.3%	2,359	-0.0%	$869K
DLSWisdomtree Tr	0.2%	0.3%	10,232	+0.2%	$857K
BNDVanguard Total Bond Market ETF	0.2%	0.2%	10,272	+4.7%	$754K
TRVTravelers Companies Inc	0.2%	0.2%	2,271	+0.0%	$750K
DFUVDimensional U.s. Marketwide Val	0.2%	0.2%	13,122	+0.0%	$722K
STIPIshares Tr	0.2%	0.2%	6,593	+1.0%	$674K
VEUVanguard FTSE All	0.2%	0.2%	7,814	-5.1%	$654K
SCHESchwab Strategic Tr	0.2%	—	16,054	—	$582K
VOOVanguard S&p 500 ETF	0.2%	0.2%	827	-20.9%	$569K
SCHFSchwab Intl Equity	0.2%	—	19,956	—	$553K
MINTPimco ETF Tr	0.2%	0.2%	5,420	+11.0%	$546K
DFACDimensional U.s. Core Equity 2	0.2%	—	12,010	—	$533K
JNJJohnson & Johnson	0.1%	0.2%	2,035	-1.8%	$517K

What Robinswood Financial LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

Reduced

QQQM Invesco Nasdaq 100 ETF-24.4% shares
VOO Vanguard S&p 500 ETF-20.9% shares
BIL SPDR Brcy1-3 Ser-8.3% shares
AMZN Amazon Com Inc Com-6.1% shares
VTI Vanguard Index Fds-6.0% shares
VEU Vanguard FTSE All-5.1% shares

Left the top 50

XOM Exxon Mobil Corpwas 0.2%
IEI Ishareswas 0.2%
VXUS Vanguard Star Fds Vanguard Total Intl Stwas 0.1%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$348.9M	428
Q1 2026	$317.8M	430

Questions about Robinswood Financial LLC's portfolio

What stocks does Robinswood Financial LLC own?

Robinswood Financial LLC's latest 13F, for Q2 2026 and filed Jul 15, 2026, lists 428 positions worth $348.9M. The largest are Vanguard Small Cap Growth ETF (VBK) at 6.3%, Vanguard Value ETF (VTV) at 6.1%, Vanguard Small Cap Value ETF (VBR) at 5.8%, Ishares Tr (EFG) at 5.5% and Vanguard Intl Equity Index F (VWO) at 5.4%.

What did Robinswood Financial LLC buy last quarter?

In Q2 2026, Robinswood Financial LLC added Vanguard Indx Fd (VUG) (+494.5% shares), Vanguard Index Fds (VO) (+294.9% shares) and Spdr Series Trust (SPYG) (+11.6% shares), compared with its Q1 2026 filing.

What did Robinswood Financial LLC sell last quarter?

In Q2 2026, Robinswood Financial LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Ishares (IEI), cut from its top 50 Vanguard Star Fds Vanguard Total Intl St (VXUS), Invesco Nasdaq 100 ETF (QQQM) (-24.4% shares), Vanguard S&p 500 ETF (VOO) (-20.9% shares) and SPDR Brcy1-3 Ser (BIL) (-8.3% shares), compared with its Q1 2026 filing.

When is Robinswood Financial LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Robinswood Financial LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Robinswood Financial LLC manage?

Robinswood Financial LLC reported $453.2M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $348.9M.