Robinswood Financial LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed July 14, 2026), Robinswood Financial LLC reported 406 stock positions worth $312.6 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 5.7% of the portfolio, followed by Van Morst SML-Cap Gro-Usd (VBK, 5.6%) and Vngrd Mrngst SL-CP Val ETF-U (VBR, 5.3%). Compared with Q3 2025, it opened 31 new positions, sold out of 12, added to 99 and reduced 56. The biggest buy was Vanguard 0-3M T-Bill ETF (VBIL, shares +35%) and the biggest sale Schwab U.S. Tips ETF (SCHP, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- KIRKLAND, WA
- CIK
- 0002139748
- Portfolio Value
- $312.6M (Q4 2025)
- SEC Filing
- 0002139748-26-000004 ↗ filed Jul 14, 2026
Holdings Value
Holdings 406 stocks · $312.6M
| VTV Vanguard Mrngstr Val ETF-Aui | 5.67% | 92,800 | $17.7M | Add +2.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 5.59% | 57,813 | $17.5M | Add +1.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 5.27% | 77,800 | $16.5M | Add +3.5% |
| EFG iShares MSCI Eafe Growth ETF | 5.23% | 143,410 | $16.3M | Add +2.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 5.22% | 33,459 | $16.3M | Reduce -6.1% |
| VWO Vanguard Ftse Emerging Marke | 5.17% | 300,889 | $16.2M | Add +2.2% |
| SCHO Schwab Short-Term US Treas | 4.93% | 631,962 | $15.4M | Add +4.4% |
| VMBS Vanguard Mortgage-Backed Sec | 4.81% | 319,327 | $15.0M | Add +4.3% |
| AGG iShares Core U.S. Aggregate | 4.77% | 149,279 | $14.9M | Add +3.8% |
| AVDV Avantis Intl S/C Value ETF | 4.25% | 141,445 | $13.3M | Add +1.6% |
| SCHP Schwab U.S. Tips ETF | 4.17% | 492,559 | $13.0M | Reduce -4.8% |
| DFIV Dimensional International Va | 3.95% | 247,628 | $12.4M | Add +2.0% |
| IJH iShares Core S&P Midcap ETF | 3.77% | 178,552 | $11.8M | Reduce -5.6% |
| DFIS Dimensional International SM | 2.90% | 275,470 | $9.1M | Add +3.1% |
| VWOB Vanguard Emerg MKTS Gov BND | 2.31% | 106,934 | $7.2M | Add +3.9% |
| VTIP Vanguard Short-Term Tips | 2.17% | 137,325 | $6.8M | Add +22.9% |
| IAGG iShares Intl Aggregate Bond | 2.12% | 132,400 | $6.6M | Add +5.2% |
| EFV iShares MSCI Eafe Value ETF | 1.84% | 80,765 | $5.8M | Reduce -1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.82% | 19,585 | $5.7M | Add +1.9% |
| MSFT Microsoft Corp. | 1.79% | 11,581 | $5.6M | Reduce -6.7% |
| VBIL Vanguard 0-3M T-Bill ETF | 1.72% | 71,392 | $5.4M | Add +35.3% |
| SCHC Schwab Intl Small-Cap Equity | 1.63% | 111,958 | $5.1M | Add +6.5% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.34% | 39,329 | $4.2M | Add +40.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.21% | 65,108 | $3.8M | Add +44.7% |
| PDN Inv Rafi Dev MKT US SM-Usdin | 1.17% | 86,512 | $3.6M | Reduce -2.1% |
| BSV Vanguard Short-Term Bond ETF | 0.98% | 38,975 | $3.1M | Add +4.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.98% | 63,336 | $3.1M | Add +0.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.71% | 24,121 | $2.2M | Reduce -12.7% |
| GAL SS Global Allocation ETF | 0.70% | 44,544 | $2.2M | Add +69.6% |
| AAPL Apple Inc. | 0.69% | 7,953 | $2.2M | Reduce -4.1% |
| AMZN Amazon.com Inc. | 0.64% | 8,608 | $2.0M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.49% | 4,564 | $1.5M | Reduce -4.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.48% | 2 | $1.5M | No change |
| COST Costco Wholesale Corp. | 0.46% | 1,661 | $1.4M | Add +0.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.38% | 4,635 | $1.2M | Add +15.0% |
| PCY Invesco Emerging Markets Sov | 0.30% | 42,966 | $931K | Reduce -4.1% |
| GLD SPDR Gold Shares | 0.30% | 2,348 | $931K | No change |
| PCAR Paccar Inc. | 0.27% | 7,732 | $847K | No change |
| DLS Wisdomtree Intl S/C DVD Fund | 0.27% | 10,305 | $835K | Add +0.1% |
| STIP iShares 0-5 Year Tips Bond E | 0.21% | 6,528 | $668K | Reduce -5.3% |
| TRV The Travelers Cos Inc. | 0.21% | 2,294 | $665K | New |
| BND Vanguard Total Bond Market | 0.20% | 8,506 | $630K | Add +9.1% |
| DFUV Dimensional US Marketwide Va | 0.20% | 13,110 | $611K | Add +0.1% |
| VEU Vanguard Ftse All-World Ex-U | 0.19% | 8,225 | $605K | Reduce -3.5% |
| VOO Vanguard S&P 500 ETF | 0.18% | 891 | $559K | Add +26.6% |
| IEI iShares 3-7 Year Treasury Bo | 0.17% | 4,495 | $536K | Add +28.6% |
| MINT PIMCO Enhanced Short Maturit | 0.16% | 4,929 | $495K | Add +58.9% |
| DFAC Dimensional US Core Equity 2 | 0.15% | 12,007 | $475K | Add +0.0% |
| VXUS Vanguard Total Intl Stock | 0.15% | 6,203 | $468K | Reduce -3.0% |
| NVDA Nvidia Corp. | 0.15% | 2,506 | $467K | Add +1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.14% | 624 | $426K | Add +0.3% |
| FBTC Fidelity Wise Origin Bitcoin | 0.13% | 5,486 | $418K | No change |
| XOM Exxon Mobil Corp. | 0.13% | 3,343 | $402K | Add +0.1% |
| JNJ Johnson & Johnson | 0.13% | 1,929 | $399K | Reduce -23.6% |
| IWF iShares Russell 1000 Growth | 0.10% | 672 | $318K | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.10% | 1,007 | $315K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 1,346 | $296K | No change |
| SBUX Starbucks Corp. | 0.09% | 3,483 | $293K | Add +0.5% |
| VEA Vanguard Ftse Developed ETF | 0.09% | 4,659 | $291K | Add +0.5% |
| DFUS Dimensional US Eq MKT ETF | 0.09% | 3,764 | $279K | Add +0.0% |
| SCHF Schwab Intl Equity ETF | 0.09% | 11,454 | $275K | No change |
| RTX RTX Corp. | 0.08% | 1,445 | $265K | New |
| AVUV Avantis US Small Cap Value | 0.08% | 2,461 | $251K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 403 | $248K | New |
| DFAT Dimensional US Target Value | 0.08% | 3,974 | $237K | Add +0.1% |
| SCHB Schwab US Broad Market ETF | 0.08% | 8,968 | $235K | Add +0.0% |
| META Meta Platforms Inc. Class A | 0.07% | 348 | $230K | No change |
| GAM General American Investors | 0.07% | 3,832 | $225K | Add +10.9% |
| VOOG Vanguard S&P 500 Growth ETF | 0.07% | 498 | $221K | No change |
| IWD iShares Russell 1000 Value E | 0.07% | 1,036 | $218K | Add +0.3% |
| PG The Procter & Gamble Co. | 0.07% | 1,520 | $218K | Reduce -11.6% |
| MS Morgan Stanley | 0.07% | 1,203 | $214K | No change |
| SNOW Snowflake Inc. | 0.07% | 936 | $205K | New |
| DFAS Dimensional US Small Cap ETF | 0.07% | 2,923 | $204K | Add +0.0% |
| SCHA Schwab US Small-Cap ETF | 0.06% | 6,808 | $194K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.06% | 1,345 | $193K | Add +0.4% |
| SCHM Schwab US Mid Cap ETF | 0.06% | 6,396 | $192K | No change |
| AVGO Broadcom Inc. | 0.06% | 545 | $189K | Add +0.2% |
| PNC PNC Financial Services Group | 0.06% | 900 | $188K | Reduce -50.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.06% | 3,542 | $178K | No change |
| PEP Pepsico Inc. | 0.06% | 1,231 | $177K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.05% | 4,881 | $160K | Add +0.7% |
| MMM 3M Co. | 0.05% | 996 | $160K | No change |
| MCD McDonald's Corp. | 0.05% | 503 | $154K | No change |
| EEM iShares MSCI Emerging Market | 0.05% | 2,789 | $153K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.04% | 1,694 | $140K | No change |
| UNP Union Pacific Corp. | 0.04% | 604 | $140K | Reduce -45.1% |
| MPC Marathon Petroleum Corp. | 0.04% | 825 | $134K | Reduce -39.8% |
| IWM iShares Russell 2000 ETF | 0.04% | 536 | $132K | No change |
| VYM Vanguard High DVD Yield ETF | 0.04% | 894 | $128K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 1,432 | $128K | Add +1.9% |
| ARR Armour Residential REIT Inc. | 0.04% | 7,238 | $128K | Add +270.6% |
| XYLD Global X S&P 500 Cove Call E | 0.04% | 3,149 | $128K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 411 | $122K | Reduce -37.7% |
| JPM JPMorgan Chase & Co. | 0.04% | 377 | $122K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.04% | 231 | $116K | No change |
| SUB iShares Short-Term National | 0.04% | 1,088 | $116K | No change |
| IVV iShares Core S&P 500 ETF | 0.04% | 160 | $110K | Reduce -4.2% |
| MRK Merck & Co. Inc. | 0.04% | 1,045 | $110K | Reduce -22.3% |
| TSCO Tractor Supply Company | 0.03% | 2,167 | $108K | Add +0.4% |
Portfolio Sells Q3 2025 → Q4 2025
| SCHP Schwab U.S. Tips ETF | Reduce -4.8% | 4.17% | −0.48 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.1% | 5.22% | −0.48 |
| MSFT Microsoft Corp. | Reduce -6.7% | 1.79% | −0.35 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.6% | 3.77% | −0.35 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -12.7% | 0.71% | −0.14 |
| PNC PNC Financial Services Group | Reduce -50.0% | 0.06% | −0.06 |
| MPC Marathon Petroleum Corp. | Reduce -39.8% | 0.04% | −0.05 |
| PDN Inv Rafi Dev MKT US SM-Usdin | Reduce -2.1% | 1.17% | −0.04 |
| UNP Union Pacific Corp. | Reduce -45.1% | 0.04% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.0% | 0.49% | −0.03 |
| JNJ Johnson & Johnson | Reduce -23.6% | 0.13% | −0.03 |
| PCY Invesco Emerging Markets Sov | Reduce -4.1% | 0.30% | −0.02 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -5.3% | 0.21% | −0.02 |
| DHR Danaher Corp. | Reduce -51.4% | 0.03% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -37.7% | 0.04% | −0.02 |
| BDX Becton Dickinson and Co. | Reduce -49.8% | 0.02% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -11.6% | 0.07% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -46.6% | 0.02% | −0.02 |
| BIV Vanguard Intermediate-Term B | Reduce -38.6% | 0.02% | −0.01 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -24.4% | 0.03% | −0.01 |
| AAPL Apple Inc. | Reduce -4.1% | 0.69% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -64.8% | 0.01% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -3.5% | 0.19% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -23.6% | 0.03% | −0.01 |
| EFV iShares MSCI Eafe Value ETF | Reduce -1.4% | 1.84% | −0.01 |
| VXUS Vanguard Total Intl Stock | Reduce -3.0% | 0.15% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -81.7% | 0.00% | −0.01 |
| GOVT iShares US Treasury Bond ETF | Sold out | 0.00% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -35.9% | 0.01% | −0.01 |
| GE General Electric | Reduce -12.3% | 0.03% | −0.01 |
| CSX CSX Corp. | Reduce -36.4% | 0.01% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -42.5% | 0.01% | −0.01 |
| NSC Norfolk Southern Corp. | Reduce -50.0% | 0.00% | −0.01 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -20.0% | 0.02% | −0.00 |
| COP Conocophillips | Reduce -20.4% | 0.01% | −0.00 |
| BA The Boeing Co. | Reduce -7.5% | 0.02% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -22.3% | 0.04% | −0.00 |
| IVV iShares Core S&P 500 ETF | Reduce -4.2% | 0.04% | −0.00 |
| BCE Bce Inc. | Sold out | 0.00% | −0.00 |
| DFSV Dimensional US Small Cap Val | Sold out | 0.00% | −0.00 |
| T AT&T Inc. | Reduce -3.1% | 0.01% | −0.00 |
| ON On Semiconductor | Sold out | 0.00% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.6% | 0.02% | −0.00 |
| PXF Invesco Rafi Developed Marke | Reduce -12.7% | 0.01% | −0.00 |
| SMH Vaneck Semiconductor ETF | Reduce -9.5% | 0.03% | −0.00 |
| OKE Oneok Inc. | Reduce -6.0% | 0.01% | −0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -13.1% | 0.01% | −0.00 |
| TPR Tapestry Inc. | Reduce -84.4% | 0.00% | −0.00 |
| FENI Fidelity Enhanced Intl ETF | Sold out | 0.00% | −0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| VBIL Vanguard 0-3M T-Bill ETF | Add +35.3% | 1.72% | +0.39 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +40.9% | 1.34% | +0.37 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +44.7% | 1.21% | +0.35 |
| VTIP Vanguard Short-Term Tips | Add +22.9% | 2.17% | +0.29 |
| GAL SS Global Allocation ETF | Add +69.6% | 0.70% | +0.27 |
| DFIV Dimensional International Va | Add +2.0% | 3.95% | +0.22 |
| TRV The Travelers Cos Inc. | New | 0.21% | +0.21 |
| AVDV Avantis Intl S/C Value ETF | Add +1.6% | 4.25% | +0.12 |
| RTX RTX Corp. | New | 0.08% | +0.08 |
| DFIS Dimensional International SM | Add +3.1% | 2.90% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | New | 0.08% | +0.08 |
| SNOW Snowflake Inc. | New | 0.07% | +0.07 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.9% | 5.67% | +0.06 |
| MINT PIMCO Enhanced Short Maturit | Add +58.9% | 0.16% | +0.05 |
| QQQM Invesco Nasdaq 100 ETF | Add +15.0% | 0.38% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +3.5% | 5.27% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +26.6% | 0.18% | +0.04 |
| SCHC Schwab Intl Small-Cap Equity | Add +6.5% | 1.63% | +0.03 |
| IEI iShares 3-7 Year Treasury Bo | Add +28.6% | 0.17% | +0.03 |
| EFAX State Street SPDR MSCI Eafe | New | 0.03% | +0.03 |
| ARR Armour Residential REIT Inc. | Add +270.6% | 0.04% | +0.03 |
| GNMA iShares Gnma Bond ETF | New | 0.02% | +0.02 |
| EEMX State Street SPDR MSCI Emerg | New | 0.02% | +0.02 |
| VMBS Vanguard Mortgage-Backed Sec | Add +4.3% | 4.81% | +0.02 |
| BCS Barclays PLC-Spons ADR | New | 0.01% | +0.01 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +3.9% | 2.31% | +0.01 |
| BND Vanguard Total Bond Market | Add +9.1% | 0.20% | +0.01 |
| FIXD First Trust Smith Opportunis | New | 0.01% | +0.01 |
| TTE Totalenergies SE | New | 0.01% | +0.01 |
| AMZN Amazon.com Inc. | Add +0.1% | 0.64% | +0.01 |
| TSLA Tesla Inc. | Add +23.6% | 0.03% | +0.01 |
| SPMO Invesco S&P 500 Momentum ETF | Add +196.9% | 0.01% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Add +4.8% | 0.98% | +0.00 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.13% | +0.00 |
| AGNC AGNC Investment Corp. | Add +99.0% | 0.01% | +0.00 |
| EW Edwards Lifesciences Corp. | New | 0.00% | +0.00 |
| BNDW Vanguard Total World Bond Et | New | 0.00% | +0.00 |
| C Citigroup Inc. | Add +0.5% | 0.02% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.3% | 0.03% | +0.00 |
| TGT Target Corp. | New | 0.00% | +0.00 |
| NYT New York Times Co. Class A | Add +0.3% | 0.01% | +0.00 |
| SCHO Schwab Short-Term US Treas | Add +4.4% | 4.93% | +0.00 |
| ATOS Atossa Therapeutics Inc. | New | 0.00% | +0.00 |
| AVGO Broadcom Inc. | Add +0.2% | 0.06% | +0.00 |
| NIO Nio Inc. - ADR | New | 0.00% | +0.00 |
| QS Quantumscape Corp. | Add +170.0% | 0.00% | +0.00 |
| BAC Bank of America Corp. | Add +0.4% | 0.01% | +0.00 |
| BB Blackberry Ltd. | New | 0.00% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +0.5% | 0.09% | +0.00 |
| BEAM Beam Therapeutics Inc. | New | 0.00% | +0.00 |
Notes & Other Activity Q3 2025 → Q4 2025
| VAL.WS Valaris Ltd. -CW28 | *W EXP 04/29/202 | Sold out | 2 | $5before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 428 | $348.9M | VBK, VTV, VBR, EFG, VWO |
| Q1 2026Amended | 430 | $317.8M | VTV, VBK, VBR, VWO, EFG |
| Q4 2025 | 406 | $312.6M | VTV, VBK, VBR, EFG, VUG |
| Q3 2025 | 386 | $299.8M | VUG, VBK, VTV, EFG, VWO |
| Q2 2025 | 394 | $282.7M | VUG, SCHP, VTV, VBK, EFG |
| Q1 2025 | 397 | $270.6M | SCHP, VUG, VTV, SCHO, VBK |
| Q4 2024 | 349 | $264.5M | VUG, SCHP, VBK, VTV, VBR |
| Q3 2024 | 357 | $269.0M | SCHP, VUG, VTV, VBK, EFG |
| Q2 2024 | 364 | $247.2M | SCHP, VUG, SCHO, VTV, EFG |
| Q1 2024 | 250 | $234.1M | SCHP, VUG, SCHO, EFG, VBK |