# EDGAR Filing Document

**Accession Number:** 0002008554
**File Stem:** 0001941040-25-000587
**Filing Date:** 2025-11
**Character Count:** 12724
**Document Hash:** 200c13d79b9e83b49dd39b39cc12972a
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001941040-25-000587.hdr.sgml**: 20251103

**ACCESSION NUMBER**: 0001941040-25-000587

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251103

**DATE AS OF CHANGE**: 20251103

**EFFECTIVENESS DATE**: 20251103

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** ROBINSON SMITH WEALTH ADVISORS LLC
- **CENTRAL INDEX KEY:** 0002008554

**ORGANIZATION NAME:**
- **EIN:** 461982703
- **STATE OF INCORPORATION:** ME
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-23715
- **FILM NUMBER:** 251442883

**BUSINESS ADDRESS:**
- **STREET 1:** 82 RUNNING HILL ROAD
- **STREET 2:** SUITE 205
- **CITY:** SOUTH PORTLAND
- **STATE:** ME
- **ZIP:** 04106
- **BUSINESS PHONE:** 207-874-9840

**MAIL ADDRESS:**
- **STREET 1:** 82 RUNNING HILL ROAD
- **STREET 2:** SUITE 205
- **CITY:** SOUTH PORTLAND
- **STATE:** ME
- **ZIP:** 04106

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** ROBINSON SMITH WEALTH ADVISORS LLC<br>**Address:** 82 Running Hill Road<br>Suite 205<br>South Portland, ME 04106

**Form 13F File Number:** 028-23715

**CRD Number (if applicable):** 000123098

**SEC File Number (if applicable):** 801-63290

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Tracey Daigle<br>**Title:** Chief Compliancer Officer<br>**Phone:** 207-874-9840

**Signature, Place, and Date of Signing:**

Tracey Daigle  South Portland, ME  11-03-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 89

**Form 13F Information Table Value Total:** $139296866

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 896310 | 3687 | SH |  | SOLE |  | 0 | 0 | 3687 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 504149 | 2070 | SH |  | SOLE |  | 0 | 0 | 2070 |
| AMAZON COM INC | COM | 023135106 |  | 1324446 | 6032 | SH |  | SOLE |  | 0 | 0 | 6032 |
| APPLE INC | COM | 037833100 |  | 2591464 | 10177 | SH |  | SOLE |  | 0 | 0 | 10177 |
| ARISTA NETWORKS INC | COM SHS | 040413205 |  | 227453 | 1561 | SH |  | SOLE |  | 0 | 0 | 1561 |
| AT INC | COM | 00206R102 |  | 226091 | 8006 | SH |  | SOLE |  | 0 | 0 | 8006 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 379496 | 1293 | SH |  | SOLE |  | 0 | 0 | 1293 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 846614 | 1684 | SH |  | SOLE |  | 0 | 0 | 1684 |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | 092528603 |  | 568082 | 10670 | SH |  | SOLE |  | 0 | 0 | 10670 |
| BLACKROCK INC | COM | 09290D101 |  | 370446 | 318 | SH |  | SOLE |  | 0 | 0 | 318 |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 14020Y201 |  | 8121773 | 297610 | SH |  | SOLE |  | 0 | 0 | 297610 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 |  | 379035 | 6349 | SH |  | SOLE |  | 0 | 0 | 6349 |
| DEERE  CO | COM | 244199105 |  | 217656 | 476 | SH |  | SOLE |  | 0 | 0 | 476 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 |  | 4535155 | 99107 | SH |  | SOLE |  | 0 | 0 | 99107 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 5516212 | 151753 | SH |  | SOLE |  | 0 | 0 | 151753 |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 |  | 3953908 | 104684 | SH |  | SOLE |  | 0 | 0 | 104684 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 669506 | 20418 | SH |  | SOLE |  | 0 | 0 | 20418 |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 |  | 210293 | 2903 | SH |  | SOLE |  | 0 | 0 | 2903 |
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 |  | 212292 | 4998 | SH |  | SOLE |  | 0 | 0 | 4998 |
| DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 |  | 313777 | 7662 | SH |  | SOLE |  | 0 | 0 | 7662 |
| ELI LILLY  CO | COM | 532457108 |  | 858375 | 1125 | SH |  | SOLE |  | 0 | 0 | 1125 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 35473P868 |  | 3113539 | 125698 | SH |  | SOLE |  | 0 | 0 | 125698 |
| GENWORTH FINL INC | COM SHS | 37247D106 |  | 683360 | 76782 | SH |  | SOLE |  | 0 | 0 | 76782 |
| HOME DEPOT INC | COM | 437076102 |  | 202595 | 500 | SH |  | SOLE |  | 0 | 0 | 500 |
| IDEXX LABS INC | COM | 45168D104 |  | 242778 | 380 | SH |  | SOLE |  | 0 | 0 | 380 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 |  | 344807 | 5011 | SH |  | SOLE |  | 0 | 0 | 5011 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 448917 | 1591 | SH |  | SOLE |  | 0 | 0 | 1591 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 354571 | 7843 | SH |  | SOLE |  | 0 | 0 | 7843 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 10316504 | 103217 | SH |  | SOLE |  | 0 | 0 | 103217 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 3307896 | 17007 | SH |  | SOLE |  | 0 | 0 | 17007 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 623432 | 26563 | SH |  | SOLE |  | 0 | 0 | 26563 |
| ISHARES TR | TRS FLT RT BD | 46434V860 |  | 1095104 | 21647 | SH |  | SOLE |  | 0 | 0 | 21647 |
| ISHARES TR | MSCI INTL QUALTY | 46434V456 |  | 1686140 | 38157 | SH |  | SOLE |  | 0 | 0 | 38157 |
| ISHARES TR | CORE S ETF | 464287200 |  | 272078 | 407 | SH |  | SOLE |  | 0 | 0 | 407 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 1570030 | 9542 | SH |  | SOLE |  | 0 | 0 | 9542 |
| ISHARES TR | S 100 ETF | 464287101 |  | 2156615 | 6479 | SH |  | SOLE |  | 0 | 0 | 6479 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 |  | 283365 | 12793 | SH |  | SOLE |  | 0 | 0 | 12793 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 501104 | 19636 | SH |  | SOLE |  | 0 | 0 | 19636 |
| ISHARES TR | CORE S TTL STK | 464287150 |  | 2034921 | 13971 | SH |  | SOLE |  | 0 | 0 | 13971 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 3745406 | 7996 | SH |  | SOLE |  | 0 | 0 | 7996 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 |  | 632147 | 3105 | SH |  | SOLE |  | 0 | 0 | 3105 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 587470 | 24136 | SH |  | SOLE |  | 0 | 0 | 24136 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 686524 | 28252 | SH |  | SOLE |  | 0 | 0 | 28252 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 1175330 | 9736 | SH |  | SOLE |  | 0 | 0 | 9736 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 555305 | 2689 | SH |  | SOLE |  | 0 | 0 | 2689 |
| ISHARES TR | IBONDS DEC25 ETF | 46434VBD1 |  | 307520 | 12208 | SH |  | SOLE |  | 0 | 0 | 12208 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | 46641Q654 |  | 3933806 | 77073 | SH |  | SOLE |  | 0 | 0 | 77073 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 6740573 | 36353 | SH |  | SOLE |  | 0 | 0 | 36353 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 945659 | 2998 | SH |  | SOLE |  | 0 | 0 | 2998 |
| KENVUE INC | COM | 49177J102 |  | 170756 | 10521 | SH |  | SOLE |  | 0 | 0 | 10521 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 204771 | 360 | SH |  | SOLE |  | 0 | 0 | 360 |
| MCDONALDS CORP | COM | 580135101 |  | 208772 | 687 | SH |  | SOLE |  | 0 | 0 | 687 |
| MERCK  CO INC | COM | 58933Y105 |  | 336759 | 4012 | SH |  | SOLE |  | 0 | 0 | 4012 |
| MICROSOFT CORP | COM | 594918104 |  | 1901439 | 3671 | SH |  | SOLE |  | 0 | 0 | 3671 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 250880 | 4016 | SH |  | SOLE |  | 0 | 0 | 4016 |
| MORGAN STANLEY ETF TRUST | CALVERT ULT SHR | 61774R601 |  | 249569 | 4921 | SH |  | SOLE |  | 0 | 0 | 4921 |
| NEUBERGER BERMAN ETF TRUST | SHORT DURATION I | 64135A887 |  | 4863730 | 95069 | SH |  | SOLE |  | 0 | 0 | 95069 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 444485 | 5888 | SH |  | SOLE |  | 0 | 0 | 5888 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 272593 | 1461 | SH |  | SOLE |  | 0 | 0 | 1461 |
| OTIS WORLDWIDE CORP | COM | 68902V107 |  | 345240 | 3776 | SH |  | SOLE |  | 0 | 0 | 3776 |
| PEPSICO INC | COM | 713448108 |  | 500938 | 3567 | SH |  | SOLE |  | 0 | 0 | 3567 |
| PIMCO ETF TR | INTER MUN BD ACT | 72201R866 |  | 347220 | 6642 | SH |  | SOLE |  | 0 | 0 | 6642 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 |  | 316799 | 3821 | SH |  | SOLE |  | 0 | 0 | 3821 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 719731 | 4684 | SH |  | SOLE |  | 0 | 0 | 4684 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 |  | 219285 | 390 | SH |  | SOLE |  | 0 | 0 | 390 |
| RTX CORPORATION | COM | 75513E101 |  | 1333453 | 7969 | SH |  | SOLE |  | 0 | 0 | 7969 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 26207259 | 1019341 | SH |  | SOLE |  | 0 | 0 | 1019341 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 1045633 | 39698 | SH |  | SOLE |  | 0 | 0 | 39698 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 808524862 |  | 609792 | 24991 | SH |  | SOLE |  | 0 | 0 | 24991 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 2397726 | 75140 | SH |  | SOLE |  | 0 | 0 | 75140 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 |  | 740850 | 25450 | SH |  | SOLE |  | 0 | 0 | 25450 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 207652 | 7606 | SH |  | SOLE |  | 0 | 0 | 7606 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1725995 | 2591 | SH |  | SOLE |  | 0 | 0 | 2591 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 |  | 236960 | 8000 | SH |  | SOLE |  | 0 | 0 | 8000 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2933528 | 4790 | SH |  | SOLE |  | 0 | 0 | 4790 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 466641 | 2502 | SH |  | SOLE |  | 0 | 0 | 2502 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 347532 | 1059 | SH |  | SOLE |  | 0 | 0 | 1059 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 319103 | 1529 | SH |  | SOLE |  | 0 | 0 | 1529 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 241127 | 1381 | SH |  | SOLE |  | 0 | 0 | 1381 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 1821372 | 3798 | SH |  | SOLE |  | 0 | 0 | 3798 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 316123 | 3955 | SH |  | SOLE |  | 0 | 0 | 3955 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 2218375 | 10280 | SH |  | SOLE |  | 0 | 0 | 10280 |
| WALMART INC | COM | 931142103 |  | 219827 | 2133 | SH |  | SOLE |  | 0 | 0 | 2133 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 426820 | 8161 | SH |  | SOLE |  | 0 | 0 | 8161 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 724340 | 14409 | SH |  | SOLE |  | 0 | 0 | 14409 |
| WISDOMTREE TR | US AI ENHANCED | 97717W406 |  | 871096 | 7623 | SH |  | SOLE |  | 0 | 0 | 7623 |
| WISDOMTREE TR | US LARGECAP DIVD | 97717W307 |  | 414524 | 4763 | SH |  | SOLE |  | 0 | 0 | 4763 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 |  | 421662 | 12520 | SH |  | SOLE |  | 0 | 0 | 12520 |
| YUM BRANDS INC | COM | 988498101 |  | 226480 | 1490 | SH |  | SOLE |  | 0 | 0 | 1490 |

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