SMART Wealth LLC: 13F holdings
CIK 20447232026Q2
| Positions | 222 |
|---|
| Reported value | $464.0m |
|---|
| Filed | 2026-08-06 |
|---|
Change since last quarter
| Positions | 222 (+15 vs prior quarter) |
|---|
| Reported value | $464.0m (+35.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BILZ PIMCO ETF TR | 287,474 | $29.0m | 6.3% |
| NVDA NVIDIA CORPORATION | 76,294 | $15.3m | 3.3% |
| IVV ISHARES TR | 14,406 | $10.8m | 2.3% |
| SPY STATE STR SPDR S&P 500 ETF T | 13,093 | $9.8m | 2.1% |
| TIDAL TRUST I | 240,266 | $9.0m | 1.9% |
| TIDAL TRUST I | 306,434 | $8.8m | 1.9% |
| RDVY FIRST TR EXCHANGE TRADED FD | 103,047 | $8.4m | 1.8% |
| JEPI J P MORGAN EXCHANGE TRADED F | 143,327 | $8.1m | 1.7% |
| SPMO INVESCO EXCH TRADED FD TR II | 45,954 | $7.4m | 1.6% |
| XLSR SSGA ACTIVE TR | 109,367 | $7.1m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2044723")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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