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Robinson Smith Wealth Advisors LLC
Robinson Smith Wealth Advisors LLC is a fee-only investment adviser and wealth management firm headquartered in South Portland, Maine, with an additional office in Portsmouth, New Hampshire. Founded originally in 1995 as Robinson Financial Associates and officially becoming Robinson Smith Wealth Advisors in 2013, the firm offers comprehensive financial planning and investment management services to over 200 client relationships across more than 20 U.S. states. The team consists of CERTIFIED FINANCIAL PLANNER® professionals and serves predominantly high-net-worth individuals, delivering personalized advice and dedicated client service. The firm manages over $400 million in assets and employs 8 professionals.
Investment Strategy
Robinson Smith Wealth Advisors adopts a client-centric, fee-only, and fiduciary approach, offering tailored investment management and goal-driven financial planning. Their investment philosophy emphasizes long-term portfolio growth through strategic asset allocation across diversified equity and fixed-income holdings, with a focus on minimizing costs and aligning with clients' unique risk profiles and life goals. The firm manages portfolios for high-net-worth individuals, using both active and passive investment strategies while maintaining flexibility to help clients navigate changing market conditions.
Latest 13F Filing Activity
Robinson Smith Wealth Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 91 equity positions with a total 13F market value of $125M. The fund increased holdings in Dimensional Etf Trust, Schwab Strategic TR, Dimensional Etf Trust among other positions. Robinson Smith Wealth Advisors LLC reduced exposure to Ishares TR, Apple Inc., Vanguard Mun BD FDS among others.
Top Holdings
Equity Positions (91)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 19.04% | $23.8M | 999,947 | $19.07 | $23.83 | +$997.6K |
I IUSV | ISHARES TR | 7.64% | $9.6M | 100,981 | $84.68 | $94.63 | +$217.0K |
C CGMU | CAPITAL GRP FIXED INCM ETF T | 5.02% | $6.3M | 235,332 | $27.24 | $26.69 | +$381.2K |
J JNJ | JOHNSON & JOHNSON | 4.45% | $5.6M | 36,456 | $156.72 | $152.75 | -$484.8K |
D DFAI | DIMENSIONAL ETF TRUST | 3.35% | $4.2M | 121,166 | $30.77 | $34.57 | +$1.6M |
Industry Allocation
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