Q3 2026 13F · SEC CIK 2139748

Robinswood Financial LLC

Wealth managerFiled 2026-10-20 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $324.1M
Reported positions: 72
Holdings vs S&P 500, 3 yrs: —
Assets under management: $453.2M

Robinswood Financial LLC is a wealth manager that reported 72 positions worth $324.1M in its Q3 2026 13F, filed 2026-10-20. Its largest holdings were Vanguard Index Fds (VTV, 6.5%), Vanguard Index Fds (VBK, 5.9%), Vanguard Index Fds (VBR, 5.8%).

Robinswood Financial LLC holdings largest 50 of 72 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
VTVVanguard Index Fds	6.5%	6.1%	95,000	-3.1%	$21.1M
VBKVanguard Index Fds	5.9%	6.3%	57,802	-3.5%	$19.0M
VBRVanguard Index Fds	5.8%	5.8%	79,777	-3.4%	$18.8M
EFGIshares Tr	5.5%	5.5%	150,667	-1.9%	$17.8M
VWOVanguard Intl Equity Index F	5.4%	5.4%	304,337	-4.0%	$17.7M
SCHOSchwab Strategic Tr	5.1%	4.7%	693,423	+1.6%	$16.6M
VUGVanguard Index Fds	5.0%	4.8%	181,272	-7.1%	$16.1M
VMBSVanguard Scottsdale Fds	4.8%	4.7%	346,656	-1.1%	$15.5M
AGGIshares Tr	4.7%	4.6%	160,517	-1.9%	$15.3M
AVDVAmerican Centy ETF Tr	4.5%	4.3%	137,091	-4.8%	$14.7M
DFIVDimensional ETF Trust	4.2%	3.9%	245,281	-3.7%	$13.7M
IJHIshares Tr	3.6%	3.8%	161,587	-6.2%	$11.7M
SCHPSchwab Strategic Tr	3.4%	3.6%	438,734	-6.4%	$11.1M
DFISDimensional ETF Trust	3.1%	2.8%	278,100	-2.0%	$10.0M
VTIPVanguard Malvern Fds	2.8%	2.5%	185,058	+4.9%	$9.0M
VWOBVanguard Whitehall Fds	2.3%	2.3%	118,804	+1.0%	$7.5M
VBILVanguard Instl Index Fd	2.3%	1.4%	96,914	+46.5%	$7.3M
IAGGIshares Tr	2.2%	2.1%	146,039	-0.0%	$7.2M
SPYGState Street Spdr Portfolio S&p 500 Grow	2.1%	1.8%	57,041	+8.9%	$6.9M
EFVIshares Tr	1.8%	1.7%	75,369	-4.0%	$5.9M
SPMDSpdr Series Trust	1.8%	1.7%	91,693	+7.1%	$5.8M
MSFTMicrosoft Corp	1.7%	1.2%	10,369	-9.3%	$5.5M
VOVanguard Index Fds	1.7%	1.7%	68,035	-5.2%	$5.4M
SCHCSchwab Strategic Tr	1.6%	1.6%	108,560	-7.0%	$5.3M
PDNInvesco Exch Traded Fd Tr II	1.1%	1.1%	79,476	-4.4%	$3.6M
BNDXVanguard Charlotte Fds	0.9%	0.9%	61,529	-5.7%	$2.9M
GALSsga Active ETF Tr	0.9%	0.7%	54,949	+22.1%	$2.9M
AAPLApple Inc	0.9%	0.7%	8,181	-0.8%	$2.8M
BSVVanguard Bd Index Fds	0.7%	0.8%	28,017	-25.0%	$2.1M
AMZNAmazon Com Inc	0.6%	0.7%	6,865	-30.8%	$1.8M
COSTCostco Wholesale Corporation	0.5%	0.4%	1,642	-1.4%	$1.6M
BRK-ABerkshire Hathaway Inc Del	0.5%	0.4%	2	+0.0%	$1.6M
VTIVanguard Index Fds	0.4%	0.5%	3,526	-18.2%	$1.3M
BILSpdr Series Trust	0.4%	0.4%	13,505	-11.1%	$1.2M
GLDSpdr Gold Tr	0.3%	0.2%	2,348	-0.5%	$892K
QQQMInvesco Exch Traded Fd Tr II	0.3%	0.3%	2,977	-14.3%	$880K
TRVTravelers Companies Inc	0.3%	0.2%	2,271	+0.0%	$875K
PCARPaccar Inc	0.3%	0.3%	7,732	+0.0%	$838K
DLSWisdomtree Tr	0.2%	0.2%	9,352	-8.6%	$800K
PCYInvesco Exch Traded Fd Tr II	0.2%	0.3%	38,122	-7.9%	$764K
DFUVDimensional ETF Trust	0.2%	0.2%	12,472	-5.0%	$698K
BNDVanguard Bd Index Fds	0.2%	0.2%	9,611	-6.4%	$679K
STIPIshares Tr	0.2%	0.2%	5,960	-9.6%	$599K
SCHESchwab Strategic Tr	0.2%	0.2%	16,055	+0.0%	$573K
VOOVanguard Index Fds	0.2%	0.2%	809	-2.2%	$570K
NVDANvidia Corporation	0.2%	—	2,395	—	$520K
SCHFSchwab Strategic Tr	0.2%	0.2%	19,249	-3.5%	$518K
MINTPimco Enhanced Short Maturity Active Exc	0.2%	0.2%	5,058	-6.7%	$508K
SPYState Str Spdr S&p 500 ETF T	0.2%	—	657	—	$503K
JNJJohnson & Johnson	0.2%	0.1%	1,943	-4.5%	$493K

What Robinswood Financial LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$324.1M	72
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 Q3 2026 and filed Oct 20, 2026, lists 72 positions worth $324.1M. The largest are Vanguard Index Fds (VTV) at 6.5%, Vanguard Index Fds (VBK) at 5.9%, Vanguard Index Fds (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 Q3 2026, Robinswood Financial LLC added Vanguard Instl Index Fd (VBIL) (+46.5% shares), Ssga Active ETF Tr (GAL) (+22.1% shares) and State Street Spdr Portfolio S&p 500 Grow (SPYG) (+8.9% shares), compared with its Q2 2026 filing.

What did Robinswood Financial LLC sell last quarter?

In Q3 2026, Robinswood Financial LLC cut from its top 50 Vanguard Intl Equity Index F (VEU), cut from its top 50 Dimensional ETF Trust (DFAC), Amazon Com Inc (AMZN) (-30.8% shares), Vanguard Bd Index Fds (BSV) (-25.0% shares) and Vanguard Index Fds (VTI) (-18.2% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $324.1M.