Robinswood Financial LLC
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.
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
Top Holdings
VUG
VANGUARD GROWTH ETF
6.7%
SCHP
SCHWAB US TIPS ETF
6.6%
VBK
VANGUARD SMALL CAP GROWTH ETF
6.0%
VTV
VANGUARD VALUE ETF
5.7%
VBR
VANGUARD SMALL CAP VALUEETF
5.5%
SCHO
SCHWAB SHORT TERM US TREASURY ETF
5.3%
IJH
ISHARES CORE S&P MID CAPETF
5.3%
EFG
ISHARES MSCI EAFE GROWTHETF
5.1%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.