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Manager record

Robinson Smith Wealth Advisors Llc

South Portland, ME · CIK 2008554 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$163.66MReported 13F valueQ3 2026 · as filed
99Holdings listed
-1.9%vs prior quartervalue change includes market moves
6Quarters on record
Oct 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $125.1M$125.1MQ2 202591 holdingsQ3 2025: $139.3M$139.3MQ3 202589 holdingsQ4 2025: $146.4M$146.4MQ4 202584 holdingsQ1 2026: $147.8M$147.8MQ1 202684 holdingsQ2 2026: $166.9M$166.9MQ2 202698 holdingsQ3 2026: $163.7M$163.7MQ3 202699 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 22 2026 13F-HR · period Q3 2026

$163.66M · 99 holdings listed · View original SEC filing ↗
Jul 29 2026 13F-HR · period Q2 2026

$166.92M · 98 holdings listed · View original SEC filing ↗
Apr 30 2026 13F-HR · period Q1 2026

$147.81M · 84 holdings listed · View original SEC filing ↗
Feb 09 2026 13F-HR · period Q4 2025

$146.44M · 84 holdings listed · View original SEC filing ↗
Nov 03 2025 13F-HR · period Q3 2025

$139.30M · 89 holdings listed · View original SEC filing ↗
Aug 06 2025 13F-HR · period Q2 2025

$125.13M · 91 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 22, 2026 · Change methodology