Robinswood Financial Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 20, 2026, Robinswood Financial Llc disclosed 72 stock positions valued at approximately $324.10M as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD INDEX FDS, and VANGUARD INDEX FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 72
- Portfolio Value
- $324.10M
Holdings by Sector
Robinswood Financial Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTV | Other | 6.51% | 95,000 | -3,042 | -3.10% | $21,109,999 |
| VANGUARD INDEX FDS | VBK | Other | 5.86% | 57,802 | -2,117 | -3.53% | $18,992,661 |
| VANGUARD INDEX FDS | VBR | Other | 5.80% | 79,777 | -2,831 | -3.43% | $18,789,785 |
| ISHARES TR | EFG | Other | 5.50% | 150,667 | -2,906 | -1.89% | $17,840,471 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 5.45% | 304,337 | -12,729 | -4.01% | $17,660,676 |
| SCHWAB STRATEGIC TR | SCHO | Other | 5.11% | 693,423 | +11,066 | +1.62% | $16,572,813 |
| VANGUARD INDEX FDS | VUG | Other | 4.97% | 181,272 | -13,831 | -7.09% | $16,100,563 |
| VANGUARD SCOTTSDALE FDS | VMBS | Other | 4.79% | 346,656 | -3,814 | -1.09% | $15,526,704 |
| ISHARES TR | AGG | Other | 4.71% | 160,517 | -3,152 | -1.93% | $15,266,811 |
| AMERICAN CENTY ETF TR | AVDV | Other | 4.54% | 137,091 | -6,863 | -4.77% | $14,713,941 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 4.24% | 245,281 | -9,417 | -3.70% | $13,733,292 |
| ISHARES TR | IJH | Other | 3.61% | 161,587 | -10,654 | -6.19% | $11,695,691 |
| SCHWAB STRATEGIC TR | SCHP | Other | 3.44% | 438,734 | -30,071 | -6.41% | $11,135,068 |
| DIMENSIONAL ETF TRUST | DFIS | Other | 3.07% | 278,100 | -5,638 | -1.99% | $9,958,774 |
| VANGUARD MALVERN FDS | VTIP | Other | 2.78% | 185,058 | +8,638 | +4.90% | $9,001,242 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 2.32% | 118,804 | +1,228 | +1.04% | $7,526,211 |
| VANGUARD INSTL INDEX FD | VBIL | Other | 2.26% | 96,914 | +30,757 | +46.49% | $7,332,494 |
| ISHARES TR | IAGG | Other | 2.22% | 146,039 | -73 | -0.05% | $7,182,197 |
| SPDR SERIES TRUST | SPYG | Other | 2.14% | 57,041 | +4,667 | +8.91% | $6,921,360 |
| ISHARES TR | EFV | Other | 1.83% | 75,369 | -3,122 | -3.98% | $5,926,988 |
| SPDR SERIES TRUST | SPMD | Other | 1.79% | 91,693 | +6,089 | +7.11% | $5,815,166 |
| MICROSOFT CORP | MSFT | Technology | 1.71% | 10,369 | -1,063 | -9.30% | $5,532,277 |
| VANGUARD INDEX FDS | VO | Other | 1.68% | 68,035 | -3,750 | -5.22% | $5,448,919 |
| SCHWAB STRATEGIC TR | SCHC | Other | 1.63% | 108,560 | -8,161 | -6.99% | $5,280,375 |
| INVESCO EXCH TRADED FD TR II | PDN | Other | 1.11% | 79,476 | -3,687 | -4.43% | $3,610,768 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.89% | 61,529 | -3,703 | -5.68% | $2,893,689 |
| SSGA ACTIVE ETF TR | GAL | Other | 0.89% | 54,949 | +9,958 | +22.13% | $2,877,665 |
| APPLE INC | AAPL | Technology | 0.87% | 8,181 | -70 | -0.85% | $2,805,535 |
| VANGUARD BD INDEX FDS | BSV | Other | 0.66% | 28,017 | -9,319 | -24.96% | $2,144,106 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.56% | 6,865 | -3,049 | -30.75% | $1,801,719 |
Showing 30 of 72 holdings in the latest reporting period.