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

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
41	—	OPENDOOR TECHNOLOGIES INC	—	1	—	—	SOLD
42	TRN	TRINITY INDS INC	Industrials	—	—	—	SOLD

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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%