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Portfolio (Quarterly) Guide ↗

Smallwood Wealth Investment Management, LLC

· CIK 0001921304
13F Portfolio $229M AUM 529 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 59 New 68 Added 102 Reduced 42 Exited
Page 2 of 4  ·  68 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MU MICRON TECHNOLOGY INC Technology 432.0 $500K 0.22% +156.0 +56.5% $1156.33 -12.1%
22 JPIB J P MORGAN EXCHANGE TRADED F 9,696.0 $469K 0.20% +2K +19.2% $48.35 -1.5%
23 MS MORGAN STANLEY Financial Services 2,149.0 $449K 0.20% +91.0 +4.4% $209.13 +4.1%
24 MRK MERCK & CO INC Healthcare 3,432.0 $441K 0.19% +200.0 +6.2% $128.52 +17.0%
25 AMGN AMGEN INC Healthcare 1,184.0 $429K 0.19% +300.0 +33.9% $362.22 +20.7%
26 BA BOEING CO Industrials 1,446.0 $313K 0.14% +80.0 +5.9% $216.50 -2.0%
27 GLW CORNING INC Technology 1,163.0 $297K 0.13% +140.0 +13.7% $255.43 -39.6%
28 QQQ INVESCO QQQ TR Financial Services 360.0 $265K 0.12% +204.0 +130.8% $736.68 -2.4%
29 V VISA INC Financial Services 730.0 $251K 0.11% +95.0 +15.0% $343.26 +9.3%
30 SHOP SHOPIFY INC Technology 1,885.0 $215K 0.09% +642.0 +51.6% $114.18 +27.1%
31 LMT LOCKHEED MARTIN CORP Industrials 363.0 $185K 0.08% +10.0 +2.8% $510.31 +2.9%
32 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 3,854.0 $175K 0.08% +3K +196.0% $45.52 +35.6%
33 SPY STATE STR SPDR S&P 500 ETF T Financial Services 205.0 $153K 0.07% +4.0 +2.0% $746.77 +3.1%
34 IVV ISHARES TR 184.0 $139K 0.06% +87.0 +89.7% $752.85 +2.8%
35 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 550.0 $137K 0.06% +275.0 +100.0% $249.98 -14.1%
36 DFAI DIMENSIONAL ETF TRUST 2,583.0 $107K 0.05% +1K +130.6% $41.25 +5.2%
37 C CITIGROUP INC Financial Services 691.0 $97K 0.04% +340.0 +96.9% $139.97 -1.6%
38 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 4,611.0 $86K 0.04% +4K +750.7% $18.64 +2.4%
39 IWF ISHARES TR 600.0 $75K 0.03% +450.0 +300.0% $124.17 -0.6%
40 PPG PPG INDS INC Basic Materials 535.0 $65K 0.03% +5.0 +0.9% $121.40 -7.3%
Page 2 of 4  ·  68 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.3%
Financial Services 21.0%
Consumer Defensive 10.0%
Healthcare 7.8%
Industrials 4.5%
Energy 4.3%
Communication Services 4.0%
Consumer Cyclical 3.6%
Utilities 2.9%
Basic Materials 1.5%