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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 1 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL APPLE INC Technology 45,493.0 $13.2M 5.75% -912.0 -2.0% $289.36 +10.6%
2 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 33,758.0 $4.2M 1.82% -721.0 -2.1% $123.11 +31.0%
3 PM PHILIP MORRIS INTL INC Consumer Defensive 15,815.0 $2.9M 1.25% -91.0 -0.6% $180.91 +0.9%
4 GUNR FLEXSHARES TR 52,035.0 $2.6M 1.12% -2K -4.2% $49.28 +15.2%
5 RWR SPDR SERIES TRUST 17,627.0 $2.0M 0.87% -586.0 -3.2% $112.97 -1.5%
6 MUB ISHARES TR 17,531.0 $1.9M 0.82% -389.0 -2.2% $107.62 -3.3%
7 MSFT MICROSOFT CORP Technology 4,913.0 $1.8M 0.80% -125.0 -2.5% $373.06 +33.9%
8 SCHF SCHWAB STRATEGIC TR 54,865.0 $1.5M 0.66% -373.0 -0.7% $27.70 +3.2%
9 PG PROCTER & GAMBLE CO Consumer Defensive 8,346.0 $1.2M 0.54% -200.0 -2.3% $146.65 -0.2%
10 VOO VANGUARD INDEX FDS 1,640.0 $1.1M 0.49% -9.0 -0.6% $686.95 +3.1%
11 VEU VANGUARD INTL EQUITY INDEX F 7,702.0 $645K 0.28% -438.0 -5.4% $83.75 +3.2%
12 AVGO BROADCOM INC Technology 1,655.0 $625K 0.27% -281.0 -14.5% $377.81 -5.3%
13 PGNY PROGYNY INC Healthcare 18,500.0 $533K 0.23% -5K -21.2% $28.83 -10.0%
14 NFLX NETFLIX INC. Communication Services 7,440.0 $531K 0.23% -170.0 -2.2% $71.40 +9.6%
15 DIS DISNEY WALT CO Communication Services 5,309.0 $511K 0.22% -200.0 -3.6% $96.26 +9.4%
16 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,254.0 $446K 0.20% -511.0 -13.6% $136.98 +26.2%
17 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 5,456.0 $443K 0.19% -70.0 -1.3% $81.16 -9.2%
18 ORCL ORACLE CORP Technology 2,407.0 $353K 0.15% -203.0 -7.8% $146.56 +8.4%
19 LQD ISHARES TR 3,156.0 $344K 0.15% -1K -29.1% $109.07 -3.3%
20 META META PLATFORMS INC Communication Services 576.0 $325K 0.14% -68.0 -10.6% $563.38 +9.5%
Page 1 of 6  ·  102 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%