Stock Taper

ROBINSON SMITH WEALTH ADVISORS LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Otis Worldwide CorporationOTIS3.17K$226.76K
Interactive Brokers Group, Inc.IBKR3.22K$280.27K
Alphabet Inc.GOOGL3.53K$1.26M
Principal Financial Group, Inc.PFG3.82K$411.83K
Mondelez International, Inc.MDLZ4.02K$232.28K
The Procter & Gamble CompanyPG4.47K$655.92K
NextEra Energy, Inc.NEE5.49K$481.68K
Carrier Global CorporationCARR5.58K$409.07K
Amazon.com, Inc.AMZN6.16K$1.47M
RTX CorporationRTX7.42K$1.41M
Apple Inc.AAPL8.6K$2.49M
Kenvue Inc.KVUE10.52K$201.06K
Blue Owl Capital CorporationOBDC11K$119.57K
Johnson & JohnsonJNJ32.65K$8.29M
Genworth Financial, Inc.GNW76.78K$727.13K