Robinswood Financial LLC

Name: Robinswood Financial LLC — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002139748 · KIRKLAND, WA · Quarter end: 2024-12-31 · Filed on: 2026-07-15 · Open the SEC source ↗

The most recent 13F EDGAR holds under this CIK is 2024 Q4, filed 2026-07-15. Nothing has been filed since — the fund stopped filing, or it files under a different entity now. The positions below are a snapshot of that date, not a current portfolio.

Robinswood Financial LLC reported 350 positions worth $264.5M as of December 31, 2024 (13F filed July 15, 2026). Largest holding: VUG (6.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$264.5M

2024 Q4

Positions

350

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

56.0%

Est. Net Flow (Q)

—

2024 Q4

Positions Changes Mix History BacktestPRO

10 / 350 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	VUG	VANGUARD GROWTH ETF	SH	$17.8M	6.72%	43,334	—	—
▸ 2	SCHP	SCHWAB US TIPS ETF	SH	$17.4M	6.57%	673,071	—	—
▸ 3	VBK	VANGUARD SMALL CAP GROWTH ETF	SH	$15.8M	5.98%	56,474	—	—
▸ 4	VTV	VANGUARD VALUE ETF	SH	$15.1M	5.71%	89,154	—	—
▸ 5	VBR	VANGUARD SMALL CAP VALUEETF	SH	$14.4M	5.46%	72,815	—	—
▸ 6	SCHO	SCHWAB SHORT TERM US TREASURY ETF	SH	$14.0M	5.28%	580,161	—	—
▸ 7	IJH	ISHARES CORE S&P MID CAPETF	SH	$13.9M	5.26%	223,347	—	—
▸ 8	EFG	ISHARES MSCI EAFE GROWTHETF	SH	$13.5M	5.12%	139,877	—	—
▸ 9	VWO	VANGUARD FTSE EMERGING MARK ETF IV	SH	$13.2M	4.99%	299,780	—	—
▸ 10	VMBS	VANGUARD MORTGAGE BACKEDSEC ETF IV	SH	$12.9M	4.87%	284,150	—	—

The free plan shows the top 10 positions. The remaining 340 positions, the full portfolio and quarter changes unlock with Pro.

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Robinswood Financial LLC hold as of Q4 2024?

Robinswood Financial LLC reported 350 positions worth $264.5M in its Q4 2024 13F filing. Largest positions: VUG (6.7%), SCHP (6.6%), VBK (6.0%), VTV (5.7%) and VBR (5.5%).

What did Robinswood Financial LLC buy in Q4 2024?

No previous quarter is available yet; the comparison appears with the next filing.

What did Robinswood Financial LLC sell in Q4 2024?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.