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Robbins Farley
Robbins Farley, LLC is an investment advisory firm headquartered in Bedford, New Hampshire. Founded in approximately 2021, the firm provides financial planning, retirement planning, wealth management, and investment management services. With a small team of around 5–6 employees, Robbins Farley primarily serves individual investors, including both high net worth and non-high net worth clients, helping them save, invest, and structure their financial futures.
Investment Strategy
Robbins Farley focuses on offering customized investment and wealth management solutions primarily to individual investors. Their portfolio includes diversified holdings across leading technology and blue-chip companies, ETFs, and securities. The firm's approach emphasizes personalized financial guidance, prudent risk management, asset allocation, and a long-term investment perspective, tailored to meet the unique needs and goals of each client.
Latest 13F Filing Activity
Robbins Farley filed their most recent 13F report on Sep 30, 2025 disclosing 172 equity positions with a total 13F market value of $241M. The fund increased holdings in Quanta SVCS Inc., Astrazeneca PLC, International Business Machs among other positions. Robbins Farley reduced exposure to Prestige Consmr Healthcare I, Netflix Inc., Cava Group Inc. among others.
Top Holdings
Equity Positions (172)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.22% | $10.2M | 54,457 | $25.79 | $186.58 | -$88.5K |
S SCHD | SCHWAB STRATEGIC TR | 3.48% | $8.4M | 306,977 | $24.95 | $27.30 | +$546.1K |
A AMZN | AMAZON COM INC | 3.03% | $7.3M | 33,176 | $165.87 | $219.57 | +$13.0K |
A AVGO | BROADCOM INC | 2.95% | $7.1M | 21,538 | $49.23 | $329.91 | +$427.7K |
T TJX | TJX COS INC NEW | 2.91% | $7.0M | 48,420 | $68.35 | $144.54 | +$1.0M |
Industry Allocation
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