Robinswood Financial LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed July 13, 2026), Robinswood Financial LLC reported 430 stock positions worth $317.8 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 5.8% of the portfolio, followed by Van Morst SML-Cap Gro-Usd (VBK, 5.6%) and Vngrd Mrngst SL-CP Val ETF-U (VBR, 5.4%). Compared with Q4 2025, it opened 40 new positions, sold out of 16, added to 123 and reduced 50. The biggest buy was Vanguard Short-Term Tips (VTIP, shares +20%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- KIRKLAND, WA
- CIK
- 0002139748
- Portfolio Value
- $317.8M (Q1 2026)
- SEC Filing
- 0002139748-26-000002 ↗ filed Jul 13, 2026
Holdings Value
Holdings 430 stocks · $317.8M
| VTV Vanguard Mrngstr Val ETF-Aui | 5.85% | 94,696 | $18.6M | Add +2.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 5.62% | 59,047 | $17.8M | Add +2.1% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 5.43% | 79,391 | $17.2M | Add +2.0% |
| VWO Vanguard Ftse Emerging Marke | 5.26% | 309,466 | $16.7M | Add +2.9% |
| EFG iShares MSCI Eafe Growth ETF | 5.20% | 148,481 | $16.5M | Add +3.5% |
| SCHO Schwab Short-Term US Treas | 5.04% | 659,977 | $16.0M | Add +4.4% |
| VMBS Vanguard Mortgage-Backed Sec | 4.93% | 333,646 | $15.7M | Add +4.5% |
| AGG iShares Core U.S. Aggregate | 4.84% | 155,068 | $15.4M | Add +3.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.51% | 32,818 | $14.3M | Reduce -1.9% |
| AVDV Avantis Intl S/C Value ETF | 4.46% | 141,854 | $14.2M | Add +0.3% |
| DFIV Dimensional International Va | 4.14% | 249,487 | $13.2M | Add +0.8% |
| SCHP Schwab U.S. Tips ETF | 3.89% | 464,464 | $12.4M | Reduce -5.7% |
| IJH iShares Core S&P Midcap ETF | 3.70% | 174,057 | $11.8M | Reduce -2.5% |
| DFIS Dimensional International SM | 2.94% | 277,790 | $9.4M | Add +0.8% |
| VTIP Vanguard Short-Term Tips | 2.58% | 164,168 | $8.2M | Add +19.6% |
| VWOB Vanguard Emerg MKTS Gov BND | 2.31% | 111,710 | $7.3M | Add +4.5% |
| IAGG iShares Intl Aggregate Bond | 2.20% | 140,026 | $7.0M | Add +5.8% |
| EFV iShares MSCI Eafe Value ETF | 1.84% | 78,716 | $5.9M | Reduce -2.5% |
| VBIL Vanguard 0-3M T-Bill ETF | 1.65% | 69,430 | $5.3M | Reduce -2.8% |
| SCHC Schwab Intl Small-Cap Equity | 1.65% | 112,288 | $5.2M | Add +0.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.64% | 18,179 | $5.2M | Reduce -7.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.45% | 46,916 | $4.6M | Add +19.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.43% | 76,688 | $4.5M | Add +17.8% |
| MSFT Microsoft Corp. | 1.35% | 11,559 | $4.3M | Reduce -0.2% |
| PDN Inv Rafi Dev MKT US SM-Usdin | 1.15% | 84,288 | $3.7M | Reduce -2.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.96% | 63,335 | $3.0M | Reduce 0.0% |
| BSV Vanguard Short-Term Bond ETF | 0.94% | 38,024 | $3.0M | Reduce -2.4% |
| AMZN Amazon.com Inc. | 0.69% | 10,560 | $2.2M | Add +22.7% |
| GAL SS Global Allocation ETF | 0.68% | 43,707 | $2.2M | Reduce -1.9% |
| AAPL Apple Inc. | 0.64% | 7,958 | $2.0M | Add +0.1% |
| COST Costco Wholesale Corp. | 0.52% | 1,668 | $1.7M | Add +0.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.48% | 16,567 | $1.5M | Reduce -31.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.46% | 4,582 | $1.5M | Add +0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.45% | 2 | $1.4M | No change |
| QQQM Invesco Nasdaq 100 ETF | 0.34% | 4,593 | $1.1M | Reduce -0.9% |
| GLD SPDR Gold Shares | 0.32% | 2,360 | $1.0M | Add +0.5% |
| PCAR Paccar Inc. | 0.28% | 7,732 | $893K | No change |
| PCY Invesco Emerging Markets Sov | 0.28% | 41,980 | $877K | Reduce -2.3% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.26% | 10,214 | $833K | Reduce -0.9% |
| BND Vanguard Total Bond Market | 0.23% | 9,807 | $722K | Add +15.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.21% | 6,528 | $675K | No change |
| TRV The Travelers Cos Inc. | 0.21% | 2,271 | $662K | Reduce -1.0% |
| DFUV Dimensional US Marketwide Va | 0.20% | 13,116 | $636K | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.20% | 1,045 | $625K | Add +17.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.19% | 8,231 | $618K | Add +0.1% |
| XOM Exxon Mobil Corp. | 0.18% | 3,348 | $568K | Add +0.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.16% | 4,390 | $521K | Reduce -2.3% |
| JNJ Johnson & Johnson | 0.16% | 2,073 | $507K | Add +7.5% |
| MINT PIMCO Enhanced Short Maturit | 0.15% | 4,884 | $491K | Reduce -0.9% |
| VXUS Vanguard Total Intl Stock | 0.15% | 6,175 | $476K | Reduce -0.5% |
| DFAC Dimensional US Core Equity 2 | 0.15% | 12,009 | $467K | Add +0.0% |
| NVDA Nvidia Corp. | 0.14% | 2,478 | $432K | Reduce -1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 626 | $407K | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 0.11% | 5,683 | $364K | Add +22.0% |
| FBTC Fidelity Wise Origin Bitcoin | 0.10% | 5,486 | $324K | No change |
| SBUX Starbucks Corp. | 0.10% | 3,497 | $313K | Add +0.4% |
| AVUV Avantis US Small Cap Value | 0.10% | 2,754 | $304K | Add +11.9% |
| SCHF Schwab Intl Equity ETF | 0.09% | 12,107 | $300K | Add +5.7% |
| GOOGL Alphabet Inc. Class A | 0.09% | 1,008 | $290K | Add +0.1% |
| IWF iShares Russell 1000 Growth | 0.09% | 672 | $287K | No change |
| RTX RTX Corp. | 0.09% | 1,446 | $279K | Add +0.1% |
| DFUS Dimensional US Eq MKT ETF | 0.08% | 3,751 | $266K | Reduce -0.3% |
| BIV Vanguard Intermediate-Term B | 0.08% | 3,383 | $261K | Add +325.5% |
| SCHA Schwab US Small-Cap ETF | 0.08% | 8,960 | $261K | Add +31.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.08% | 5,133 | $256K | Add +44.9% |
| SCHM Schwab US Mid Cap ETF | 0.08% | 8,048 | $249K | Add +25.8% |
| DFAT Dimensional US Target Value | 0.08% | 3,978 | $248K | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 411 | $237K | Add +2.0% |
| PG The Procter & Gamble Co. | 0.07% | 1,634 | $236K | Add +7.5% |
| GAM General American Investors | 0.07% | 3,832 | $224K | No change |
| DFAS Dimensional US Small Cap ETF | 0.07% | 2,925 | $208K | Add +0.1% |
| MPC Marathon Petroleum Corp. | 0.06% | 829 | $203K | Add +0.5% |
| SCHB Schwab US Broad Market ETF | 0.06% | 8,052 | $202K | Reduce -10.2% |
| VOOG Vanguard S&P 500 Growth ETF | 0.06% | 495 | $202K | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.06% | 348 | $199K | No change |
| MS Morgan Stanley | 0.06% | 1,210 | $199K | Add +0.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.06% | 5,964 | $197K | Add +22.2% |
| VSS Vanguard Ftse All Wo X-US SC | 0.06% | 1,345 | $196K | No change |
| PNC PNC Financial Services Group | 0.06% | 906 | $189K | Add +0.7% |
| PEP Pepsico Inc. | 0.06% | 1,201 | $187K | Reduce -2.4% |
| AVGO Broadcom Inc. | 0.05% | 537 | $166K | Reduce -1.5% |
| EEM iShares MSCI Emerging Market | 0.05% | 2,789 | $158K | No change |
| MCD McDonald's Corp. | 0.05% | 503 | $156K | No change |
| VYM Vanguard High DVD Yield ETF | 0.05% | 1,043 | $154K | Add +16.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.05% | 1,936 | $148K | New |
| UNP Union Pacific Corp. | 0.05% | 608 | $148K | Add +0.7% |
| VCIT Vanguard Int-Term Corporate | 0.05% | 1,781 | $147K | Add +67.9% |
| IWD iShares Russell 1000 Value E | 0.05% | 689 | $147K | Reduce -33.5% |
| SNOW Snowflake Inc. | 0.04% | 936 | $141K | No change |
| MMM 3M Co. | 0.04% | 964 | $140K | Reduce -3.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.04% | 1,694 | $140K | No change |
| CVX Chevron Corp. | 0.04% | 643 | $133K | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.04% | 275 | $132K | Add +19.1% |
| IVV iShares Core S&P 500 ETF | 0.04% | 194 | $127K | Add +21.3% |
| MRK Merck & Co. Inc. | 0.04% | 1,052 | $127K | Add +0.7% |
| HAL Halliburton Co. | 0.04% | 3,200 | $125K | New |
| XYLD Global X S&P 500 Cove Call E | 0.04% | 3,149 | $123K | No change |
| ARR Armour Residential REIT Inc. | 0.04% | 7,238 | $121K | No change |
| SUB iShares Short-Term National | 0.04% | 1,088 | $116K | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 378 | $111K | Add +0.3% |
Portfolio Sells Q4 2025 → Q1 2026
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.9% | 4.51% | −0.71 |
| MSFT Microsoft Corp. | Reduce -0.2% | 1.35% | −0.45 |
| SCHP Schwab U.S. Tips ETF | Reduce -5.7% | 3.89% | −0.29 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -31.3% | 0.48% | −0.23 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -7.2% | 1.64% | −0.18 |
| VIG Vanguard Dividend Apprec ETF | Reduce -87.8% | 0.01% | −0.08 |
| IJH iShares Core S&P Midcap ETF | Reduce -2.5% | 3.70% | −0.07 |
| VBIL Vanguard 0-3M T-Bill ETF | Reduce -2.8% | 1.65% | −0.07 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.4% | 0.94% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -92.2% | 0.00% | −0.04 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -79.6% | 0.01% | −0.03 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -0.9% | 0.34% | −0.03 |
| GAL SS Global Allocation ETF | Reduce -1.9% | 0.68% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -33.5% | 0.05% | −0.02 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.02 |
| PCY Invesco Emerging Markets Sov | Reduce -2.3% | 0.28% | −0.02 |
| BNDX Vanguard Total Intl Bond ETF | Reduce 0.0% | 0.96% | −0.02 |
| SPHD Invesco S&P 500 High Dividen | Reduce -55.6% | 0.01% | −0.02 |
| PDN Inv Rafi Dev MKT US SM-Usdin | Reduce -2.6% | 1.15% | −0.02 |
| DHR Danaher Corp. | Reduce -42.1% | 0.01% | −0.01 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -57.1% | 0.01% | −0.01 |
| NVDA Nvidia Corp. | Reduce -1.1% | 0.14% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -10.2% | 0.06% | −0.01 |
| IUSG iShares Core S&P U.S. Growth | Reduce -35.7% | 0.01% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -29.7% | 0.02% | −0.01 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -50.3% | 0.01% | −0.01 |
| AVGO Broadcom Inc. | Reduce -1.5% | 0.05% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -2.3% | 0.16% | −0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -0.6% | 0.06% | −0.01 |
| MMM 3M Co. | Reduce -3.2% | 0.04% | −0.01 |
| DFUS Dimensional US Eq MKT ETF | Reduce -0.3% | 0.08% | −0.01 |
| AGNC AGNC Investment Corp. | Sold out | 0.00% | −0.01 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -0.9% | 0.26% | −0.01 |
| TRV The Travelers Cos Inc. | Reduce -1.0% | 0.21% | −0.00 |
| MINT PIMCO Enhanced Short Maturit | Reduce -0.9% | 0.15% | −0.00 |
| EFV iShares MSCI Eafe Value ETF | Reduce -2.5% | 1.84% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -15.6% | 0.02% | −0.00 |
| NOW ServiceNow Inc. | Reduce -20.8% | 0.00% | −0.00 |
| DIS The Walt Disney Co. | Reduce -19.4% | 0.00% | −0.00 |
| TXN Texas Instruments Inc. | Sold out | 0.00% | −0.00 |
| PGX Invesco Preferred ETF | Sold out | 0.00% | −0.00 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −0.00 |
| BALL Ball Corp. | Sold out | 0.00% | −0.00 |
| CCI Crown Castle Inc. | Reduce -24.6% | 0.00% | −0.00 |
| DEO Diageo PLC-Sponsored ADR | Sold out | 0.00% | −0.00 |
| SMH Vaneck Semiconductor ETF | Reduce -7.5% | 0.03% | −0.00 |
| IGHG Proshares Ig Hedged | Sold out | 0.00% | −0.00 |
| EBND State Street SPDR Bloomberg | Sold out | 0.00% | −0.00 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -12.2% | 0.00% | −0.00 |
| VNQI Vanguard GLBL Ex-US Real Est | Sold out | 0.00% | −0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| VTIP Vanguard Short-Term Tips | Add +19.6% | 2.58% | +0.41 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +17.8% | 1.43% | +0.22 |
| AVDV Avantis Intl S/C Value ETF | Add +0.3% | 4.46% | +0.21 |
| DFIV Dimensional International Va | Add +0.8% | 4.14% | +0.19 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.0% | 5.85% | +0.18 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +2.0% | 5.43% | +0.16 |
| VMBS Vanguard Mortgage-Backed Sec | Add +4.5% | 4.93% | +0.12 |
| SCHO Schwab Short-Term US Treas | Add +4.4% | 5.04% | +0.11 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +19.3% | 1.45% | +0.10 |
| VWO Vanguard Ftse Emerging Marke | Add +2.9% | 5.26% | +0.09 |
| IAGG iShares Intl Aggregate Bond | Add +5.8% | 2.20% | +0.09 |
| AGG iShares Core U.S. Aggregate | Add +3.9% | 4.84% | +0.07 |
| COST Costco Wholesale Corp. | Add +0.4% | 0.52% | +0.06 |
| BIV Vanguard Intermediate-Term B | Add +325.5% | 0.08% | +0.06 |
| AMZN Amazon.com Inc. | Add +22.7% | 0.69% | +0.06 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.18% | +0.05 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.05% | +0.05 |
| DFIS Dimensional International SM | Add +0.8% | 2.94% | +0.04 |
| HAL Halliburton Co. | New | 0.04% | +0.04 |
| JNJ Johnson & Johnson | Add +7.5% | 0.16% | +0.03 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +2.1% | 5.62% | +0.03 |
| BND Vanguard Total Bond Market | Add +15.3% | 0.23% | +0.03 |
| MUNI PIMCO Intermediate Municipal | New | 0.03% | +0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +44.9% | 0.08% | +0.02 |
| GLD SPDR Gold Shares | Add +0.5% | 0.32% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +22.0% | 0.11% | +0.02 |
| MPC Marathon Petroleum Corp. | Add +0.5% | 0.06% | +0.02 |
| SCHC Schwab Intl Small-Cap Equity | Add +0.3% | 1.65% | +0.02 |
| SCHA Schwab US Small-Cap ETF | Add +31.6% | 0.08% | +0.02 |
| VCIT Vanguard Int-Term Corporate | Add +67.9% | 0.05% | +0.02 |
| VOO Vanguard S&P 500 ETF | Add +17.3% | 0.20% | +0.02 |
| SCHM Schwab US Mid Cap ETF | Add +25.8% | 0.08% | +0.02 |
| AVUV Avantis US Small Cap Value | Add +11.9% | 0.10% | +0.02 |
| CVX Chevron Corp. | Add +0.8% | 0.04% | +0.01 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +22.2% | 0.06% | +0.01 |
| VDE Vanguard Energy ETF | Add +2.7% | 0.03% | +0.01 |
| AVMA Avantis Mod Alloc ETF | New | 0.01% | +0.01 |
| PYPL PayPal Holdings Inc. | New | 0.01% | +0.01 |
| VYM Vanguard High DVD Yield ETF | Add +16.7% | 0.05% | +0.01 |
| ECL Ecolab Inc. | New | 0.01% | +0.01 |
| SPEM State Street SP PTF Em ETF | Add +218.0% | 0.01% | +0.01 |
| SCHF Schwab Intl Equity ETF | Add +5.7% | 0.09% | +0.01 |
| GEV GE Vernova Inc. | Add +1.1% | 0.02% | +0.01 |
| POOL Pool Corp. | New | 0.01% | +0.01 |
| SIVR Abrdn Physical Silver Shares | New | 0.01% | +0.01 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +110.2% | 0.01% | +0.01 |
| XLRE SS Real Estate Select Sector | New | 0.01% | +0.01 |
| IVV iShares Core S&P 500 ETF | Add +21.3% | 0.04% | +0.00 |
| SBUX Starbucks Corp. | Add +0.4% | 0.10% | +0.00 |
| COP Conocophillips | Add +0.5% | 0.02% | +0.00 |
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 |