Long-term investor
Robinson Smith Wealth Advisors LLC @robinsonsmithwealthadvis
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002008554).
Record
- Tracked since 2025-06-30 (446 days), 72 trades recorded
- Returns: week n/a · month n/a · 90 days +9.4% · 6 months n/a · 1 year +17.8% · all +17.8%
- Max drawdown n/a · win rate 33% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524102 · 18.6% · long · since 2025-06-30
- 746729300 · 6.0% · long · since 2025-12-31
- 25434V799 · 5.6% · long · since 2025-09-30
- 14020Y201 · 5.4% · long · since 2025-06-30
- JNJ · 5.0% · long · since 2025-06-30
- 25434V831 · 3.8% · long · since 2025-06-30
- 25434V104 · 3.4% · long · since 2025-06-30
- 64135A887 · 3.1% · long · since 2025-06-30
- 922908363 · 2.6% · long · since 2025-06-30
- 464287614 · 2.4% · long · since 2025-06-30
- 46432F339 · 2.2% · long · since 2025-06-30
- 25434V203 · 2.2% · long · since 2025-06-30