Smallwood Wealth Investment Management, LLC: 13F holdings
CIK 19213042026Q2
| Positions | 529 |
|---|
| Reported value | $228.9m |
|---|
| Filed | 2026-07-23 |
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Change since last quarter
| Positions | 529 (+2 vs prior quarter) |
|---|
| Reported value | $228.9m (+20.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ITOT ISHARES TR | 347,654 | $57.1m | 25.0% |
| AAPL APPLE INC | 45,493 | $13.2m | 5.8% |
| VTI VANGUARD INDEX FDS | 30,179 | $11.2m | 4.9% |
| DBEF DBX ETF TR | 202,503 | $11.1m | 4.8% |
| VOE VANGUARD INDEX FDS | 45,164 | $8.9m | 3.9% |
| FRDM EA SERIES TRUST | 116,318 | $8.5m | 3.7% |
| HELO J P MORGAN EXCHANGE TRADED F | 106,768 | $7.2m | 3.2% |
| CGDV CAPITAL GROUP DIVIDEND VALUE | 141,238 | $7.0m | 3.0% |
| PULS PGIM ETF TR | 140,180 | $6.9m | 3.0% |
| CGGO CAPITAL GROUP GBL GROWTH EQT | 117,463 | $5.0m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1921304")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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