Robinswood Financial LLC

Registered adviser

CIK

2139748

Location

KIRKLAND, WA

Portfolio Value

Small $321,137,244

Diversification

Diversified

Filing Date

Global Rank

#4,816 / 8,827 ▼ 114 · as of Jun 2026

Top Industry

Software - Infrastructure 31.0%

Period ended 38 days ago

Filed Oct 20, 2026 · 18d

14 quarters · since Jun 2023

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 143417

Roster of Nov 1, 2026

Regulatory AUM

$453,158,513

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Aug 2026 to Nov 2026	$453,158,513	Individuals and high net worth (97%)
Apr 2026 to Jul 2026	$433,341,839	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$366,580,000	Individuals and high net worth (100%)
May 2024 to Mar 2025	$321,000,000	Individuals and high net worth (100%)
May 2023 to Apr 2024	$305,654,716	Individuals and high net worth (100%)
May 2022 to Apr 2023	$412,610,088	Individuals and high net worth (100%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 85.1% of the book (60%+)

Turnover

Low turnover

7.0% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 12.5 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 84.4%; sector active share 79.8% against the combined 13F book's sector weights.

Over time 13 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

72 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

25.5%

+0.2 pts

Top 5

68.4%

+0.8 pts

Top 10

87.1%

+2.0 pts

HHI

1,293

Diversified+33

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	94.7%	$304,007,723	55
Technology	2.7%	$8,589,666	3
Financial Services	0.8%	$2,525,766	5
Consumer Cyclical	0.6%	$2,025,837	2
Consumer Defensive	0.5%	$1,708,194	2
Industrials	0.3%	$1,117,871	2
Healthcare	0.2%	$514,389	1
Communication Services	0.1%	$346,488	1
Energy	0.1%	$301,310	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
VBIL	Vanguard Institutional Index Funds	+30,757	96,914	$7,338,328
SCHO	Schwab Short-Term U.S. Treasury ETF	+11,066	693,423	$16,545,072
GAL	State Street(R) Global Allocation ETF	+9,958	54,949	$2,880,426
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+8,638	185,058	$9,108,554
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	+6,089	91,693	$5,780,326
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	+4,667	57,041	$7,020,606
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	+1,228	118,804	$7,500,096
FBTC	Fidelity Wise Origin Bitcoin Fund	+181	2,924	$212,399
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+119	6,865	$325,126
BIV	Vanguard Bond Index Funds	+40	2,959	$215,592
SPY	Spdr S&P 500 ETF Trust	+13	657	$501,047
SBUX	Starbucks Corp	+12	3,357	$315,423
IWF	iShares Russell 1000 Growth ETF	+3	2,696	$337,700
DFUS	Dimensional U.S. Equity Market ETF	+2	3,754	$311,694
SCHM	Schwab U.S. Mid-Cap ETF	+2	7,815	$265,866
SCHA	Schwab U.S. Small-Cap ETF	+1	8,240	$268,871
SCHE	Schwab Emerging Markets Equity ETF	+1	16,055	$585,204
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	+1	1,347	$209,121
RTX	RTX Corp	+1	1,448	$268,821
GOOGL	Alphabet Inc.	+1	1,007	$346,488
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHP	Schwab U.S. TIPS ETF	−30,071	438,734	$11,025,385
VUG	VANGUARD GROWTH INDEX FUND	−13,831	181,272	$16,334,419
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−12,729	304,337	$18,050,227
IJH	iShares Core S&P Mid-Cap ETF	−10,654	161,587	$11,626,184
DFIV	Dimensional International Value ETF	−9,417	245,281	$13,701,396
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−9,319	28,017	$2,140,498
SCHC	Schwab International Small-Cap Equity ETF	−8,161	108,560	$5,399,774
AVDV	Avantis International Small Cap Value ETF	−6,863	137,091	$14,995,013
DFIS	Dimensional International Small Cap ETF	−5,638	278,100	$10,075,563
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	−3,814	346,656	$15,394,992
VO	VANGUARD MID-CAP INDEX FUND	−3,750	68,035	$5,335,304
BNDX	Vanguard Total International Bond ETF	−3,703	61,529	$2,883,864
PDN	Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF	−3,687	79,476	$3,647,948
VEU	Vanguard International Equity Index Funds	−3,425	4,389	$364,155
PCY	Invesco Ltd.	−3,254	38,122	$0
AGG	iShares Core U.S. Aggregate Bond ETF	−3,152	160,517	$15,175,277
EFV	iShares MSCI EAFE Value ETF	−3,122	75,369	$5,964,702
AMZN	Amazon Com Inc	−3,049	6,865	$1,710,414
VTV	VANGUARD VALUE INDEX FUND	−3,042	95,000	$20,527,600
EFG	iShares MSCI EAFE Growth ETF	−2,906	150,667	$18,054,426
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	−2,831	79,777	$18,430,880
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	−2,117	57,802	$19,527,249
—		−1,683	13,505	$0
MSFT	Microsoft Corp	−1,063	10,369	$5,318,260
DLS	WisdomTree International SmallCap Dividend Fund	−880	9,352	$815,400
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	12,010	$532,763
XOM	ExxonMobil Holdings Corp	3,537	$483,578
DFAT	Dimensional U.S. Targeted Value ETF	3,982	$278,341
GAM	General American Investors Co Inc	3,832	$244,290
DFAS	Dimensional U.S. Small Cap ETF	2,927	$241,009
PNC	Pnc Financial Services Group, Inc.	913	$224,798
META	Meta Platforms, Inc.	348	$196,024
EEM	iShares MSCI Emerging Markets ETF	2,769	$189,427
AVGO	Broadcom Inc.	499	$188,497
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	1,941	$170,575
IWD	iShares Russell 1000 Value ETF	691	$167,519
UNP	Union Pacific Corp	611	$166,192
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	3,137	$165,006
PEP	Pepsico Inc	1,203	$162,886
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	1,022	$161,506
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	1,790	$147,943
MMM	3M Co	903	$146,204
IVV	iShares Core S&P 500 ETF	195	$146,033
SMH	VanEck Semiconductor ETF	222	$145,607
BRK-B	Berkshire Hathaway Inc	289	$144,612
SHY	iShares 1-3 Year Treasury Bond ETF	1,694	$139,094
MRK	Merck & Co., Inc.	1,059	$136,081
MCD	Mcdonalds Corp	503	$135,965
GE	General Electric Co	355	$132,674
CAT	Caterpillar Inc	124	$132,047
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

72 tracked positions · $321,137,244 total · filing declares 72 positions · $324,104,488 · as of Sep 30, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 72 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTV	VANGUARD VALUE INDEX FUND	Reduced	95,000	-3,042	$20,527,600	−3.9%	6.39%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Reduced	57,802	-2,117	$19,527,249	−10.9%	6.08%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Reduced	79,777	-2,831	$18,430,880	−8.2%	5.74%
EFG	iShares MSCI EAFE Growth ETF	Reduced	150,667	-2,906	$18,054,426	−5.5%	5.62%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	304,337	-12,729	$18,050,227	−4.6%	5.62%
SCHO	Schwab Short-Term U.S. Treasury ETF	Added	693,423	+11,066	$16,545,072	+0.4%	5.15%
VUG	VANGUARD GROWTH INDEX FUND	Reduced	181,272	-13,831	$16,334,419	−2.8%	5.09%
VMBS	VANGUARD MORTGAGE-BACKED SECURITIES INDEX FUND	Reduced	346,656	-3,814	$15,394,992	−6.2%	4.79%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	160,517	-3,152	$15,175,277	−6.3%	4.73%
AVDV	Avantis International Small Cap Value ETF	Reduced	137,091	-6,863	$14,995,013	+1.1%	4.67%
DFIV	Dimensional International Value ETF	Reduced	245,281	-9,417	$13,701,396	−0.4%	4.27%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	161,587	-10,654	$11,626,184	−12.5%	3.62%
SCHP	Schwab U.S. TIPS ETF	Reduced	438,734	-30,071	$11,025,385	−11.3%	3.43%
DFIS	Dimensional International Small Cap ETF	Reduced	278,100	-5,638	$10,075,563	+1.4%	3.14%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	185,058	+8,638	$9,108,554	+2.8%	2.84%
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	Added	118,804	+1,228	$7,500,096	−5.1%	2.34%
VBIL	Vanguard Institutional Index Funds	Added	96,914	+30,757	$7,338,328	+46.6%	2.29%
IAGG	iShares Core International Aggregate Bond ETF	Reduced	146,039	-73	$7,185,118	−2.8%	2.24%
SPYG	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF	Added	57,041	+4,667	$7,020,606	+12.7%	2.19%
EFV	iShares MSCI EAFE Value ETF	Reduced	75,369	-3,122	$5,964,702	−0.7%	1.86%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Added	91,693	+6,089	$5,780,326	−0.1%	1.80%
SCHC	Schwab International Small-Cap Equity ETF	Reduced	108,560	-8,161	$5,399,774	−3.9%	1.68%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	68,035	-3,750	$5,335,304	−7.8%	1.66%
MSFT	Microsoft Corp Technology	Reduced	10,369	-1,063	$5,318,260	+24.7%	1.66%
PDN	Invesco RAFI Developed Markets ex-U.S. Small-Mid ETF	Reduced	79,476	-3,687	$3,647,948	−2.5%	1.14%
BNDX	Vanguard Total International Bond ETF	Reduced	61,529	-3,703	$2,883,864	−8.7%	0.90%
GAL	State Street(R) Global Allocation ETF	Added	54,949	+9,958	$2,880,426	+21.2%	0.90%
AAPL	Apple Inc. Technology	Reduced	8,181	-70	$2,724,436	+14.1%	0.85%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Reduced	28,017	-9,319	$2,140,498	−26.4%	0.67%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	6,865	-3,049	$1,710,414	−27.6%	0.53%
COST	Costco Wholesale Corp Consumer Defensive	Reduced	1,642	-23	$1,494,778	−4.0%	0.47%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	2	0	$1,494,010	−0.2%	0.47%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	3,526	-782	$1,319,570	−17.2%	0.41%
GLD	Spdr Gold Trust	Reduced	2,348	-11	$894,212	+2.9%	0.28%
PCAR	Paccar Inc Industrials	Held	7,732	0	$849,050	−8.6%	0.26%
DLS	WisdomTree International SmallCap Dividend Fund	Reduced	9,352	-880	$815,400	−4.9%	0.25%
TRV	Travelers Companies, Inc. Financial Services	Held	2,271	0	$809,634	+8.0%	0.25%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	12,472	-650	$685,960	−5.0%	0.21%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	9,611	-661	$674,211	−10.6%	0.21%
STIP	iShares 0-5 Year TIPS Bond ETF	Reduced	5,960	-633	$594,212	−11.8%	0.19%
SCHE	Schwab Emerging Markets Equity ETF	Added	16,055	+1	$585,204	+0.5%	0.18%
VOO	VANGUARD 500 INDEX FUND	Reduced	809	-18	$566,995	−0.2%	0.18%
NVDA	Nvidia Corp Technology	Reduced	2,395	-165	$546,970	+6.8%	0.17%
SCHF	Schwab International Equity ETF	Reduced	19,249	-707	$528,770	−4.3%	0.16%
JNJ	Johnson & Johnson Healthcare	Reduced	1,943	-92	$514,389	−0.5%	0.16%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Reduced	5,058	-362	$508,581	−6.9%	0.16%
SPY	Spdr S&P 500 ETF Trust	Added	657	+13	$501,047	+4.2%	0.16%
VXUS	Vanguard Total International Stock ETF	Reduced	5,109	-361	$434,060	−7.2%	0.14%
IEI	iShares 3-7 Year Treasury Bond ETF	Reduced	3,341	-814	$379,003	−22.3%	0.12%
VEU	Vanguard International Equity Index Funds	Reduced	4,389	-3,425	$364,155	−44.4%	0.11%

Showing the top 50 of 72 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.