1y return+13.6%S&P 500 +20.9%
3y return+34.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2023: $134 against $168 in the S&P 500.2
Robinswood Financial LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VBKVanguard Small-cap Growth Index Fund Etf Shares | $21.9M | 6.3% | +1.5% |
| VTVVanguard Value Index Fund Etf Shares | $21.4M | 6.1% | +3.5% |
| VBRVanguard Small-cap Valueindex Fund Etf Shares | $20.1M | 5.8% | +4.1% |
| EFGIshares Msci Eafe Growthetf | $19.1M | 5.5% | +3.4% |
| VWOVanguard Ftse Emerging Markets Index Fund Etf Shares | $18.9M | 5.4% | +2.5% |
| VUGVanguard Growth Index Fund Etf Shares | $16.8M | 4.8% | |
| SCHOSchwab Short-term U.s. Treasury Etf | $16.5M | 4.7% | +3.4% |
| VMBSVanguard Mortgage-backedsecurities Index Fund Etf Shares | $16.4M | 4.7% | +5.0% |
| AGGIshares Core U.s. Aggregate Bond Etf | $16.2M | 4.6% | +5.5% |
| AVDVAvantis International Small Cap Value Etf | $14.8M | 4.3% | +1.5% |
| DFIVDimensional International Value Etf | $13.8M | 3.9% | +2.1% |
| IJHIshares Core S&p Mid-capetf | $13.3M | 3.8% | −1.0% |
| SCHPSchwab U.s. Tips Etf | $12.4M | 3.6% | |
| DFISDimensional International Small Cap Etf | $9.9M | 2.8% | +2.1% |
| VTIPVanguard Short-term Inflation-protected Securities Index Fund Et | $8.9M | 2.5% | +7.5% |
| VWOBVanguard Emerging Markets Government Bond Index Fund Etf Shares | $7.9M | 2.3% | +5.3% |
| IAGGIshares Core International Aggregate Bond Etf | $7.4M | 2.1% | +4.3% |
| SPYGState Street Spdr Portfolio S&p 500 Growthetf | $6.2M | 1.8% | +11.6% |
| EFVIshares Msci Eafe Value Etf | $6.0M | 1.7% | |
| VOVanguard Mid-cap Index Fund Etf Shares | $5.8M | 1.7% | −1.3% |
| SPMDState Street Spdr Portfolio S&p 400 Mid Cap Etf | $5.8M | 1.7% | +11.6% |
| SCHCSchwab International Small-cap Equity Etf | $5.6M | 1.6% | +3.9% |
| VBILVanguard 0-3 Month Treasury Bill Etf | $5.0M | 1.4% | −4.7% |
| MSFTMicrosoft Corp | $4.3M | 1.2% | −1.1% |
| PDNInvesco Rafi Developed Markets Ex-u.s. Small-mid Etf | $3.7M | 1.1% | −1.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GLDSpdr Gold Shares | June 30, 2023 | +106.6% | $869K |
| SPYGState Street Spdr Portfolio S&p 500 Growthetf | September 30, 2023 | +100.7% | $6.2M |
| AMZNAmazon.com Inc | June 30, 2023 | +82.8% | $2.4M |
| VUGVanguard Growth Index Fund Etf Shares | June 30, 2023 | +82.7% | $16.8M |
| AVDVAvantis International Small Cap Value Etf | June 30, 2023 | +79.0% | $14.8M |
| COSTCostco Whsl Corp New | June 30, 2023 | +73.8% | $1.6M |
| VTIVanguard Total Stock Market Index Fund Etf Shares | June 30, 2023 | +68.0% | $1.6M |
| DFIVDimensional International Value Etf | June 30, 2023 | +64.4% | $13.8M |
| VBKVanguard Small-cap Growth Index Fund Etf Shares | June 30, 2023 | +59.2% | $21.9M |
| EFVIshares Msci Eafe Value Etf | June 30, 2023 | +56.4% | $6.0M |
Sold off last quarter
- SNOWSnowflake Inc Class Class A was $141K
- PYPLPaypal Hldgs Inc was $26K
- POOLPool Corp was $19K
- JEPIJpmorgan Equity Premium Income Etf was $12K
- JEPQJpmorgan Nasdaq Equity Premium Income Etf was $8,550
- Honeywell Intl IncCUSIP 438516106 was $7,314
- DYNFIshares U.s. Equity Factor Rotation Active Etf was $5,483
- DDominion Energy Inc was $3,673
- Carnival Corp FCUSIP 143658300 was $2,588
- BAIIshares A.i. Innovation And Tech Active Etf was $2,372
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.3% | +14.8% |
| March 31, 2026 | −0.2% | −4.6% |
| December 31, 2025 | +1.1% | +2.4% |
| September 30, 2025 | +5.0% | +7.8% |
| June 30, 2025 | +6.7% | +10.5% |
| March 31, 2025 | −0.3% | −4.6% |
| December 31, 2024 | −2.7% | +2.1% |
| September 30, 2024 | +5.6% | +5.4% |
| June 30, 2024 | −0.6% | +4.0% |
| March 31, 2024 | +4.5% | +10.0% |
| December 31, 2023 | +8.1% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Robinswood Financial LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2139748&type=13F-HR&dateb=&owner=include&count=40CIK 2139748
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2139748/000213974826000014/Filed July 15, 2026 · accession 0002139748-26-000014