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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 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BIV VANGUARD BD INDEX FDS 4,066.0 $312K 0.14% -265.0 -6.1% $76.70 -2.3%
22 CL COLGATE PALMOLIVE CO Consumer Defensive 3,081.0 $282K 0.12% -468.0 -13.2% $91.68 -3.2%
23 GOOGL ALPHABET INC Communication Services 746.0 $267K 0.12% -220.0 -22.8% $357.37 -5.3%
24 WMT WALMART INC Consumer Defensive 2,266.0 $257K 0.11% -44.0 -1.9% $113.28 -5.4%
25 PLTR PALANTIR TECHNOLOGIES INC Technology 2,171.0 $253K 0.11% -300.0 -12.1% $116.67 +49.4%
26 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,946.0 $252K 0.11% -100.0 -2.0% $51.05 +36.0%
27 CSCO CISCO SYS INC Technology 1,999.0 $235K 0.10% -63.0 -3.1% $117.50 -7.1%
28 VZ VERIZON COMMUNICATIONS INC Communication Services 4,971.0 $211K 0.09% -44.0 -0.9% $42.35 +18.4%
29 AXP AMERICAN EXPRESS CO Financial Services 585.0 $198K 0.09% -130.0 -18.2% $338.25 -3.6%
30 JLL JONES LANG LASALLE INC Real Estate 637.0 $197K 0.09% -179.0 -21.9% $309.95 +16.9%
31 IVT INVENTRUST PPTYS CORP Real Estate 5,507.0 $195K 0.09% -557.0 -9.2% $35.40 -7.8%
32 DELL DELL TECHNOLOGIES INC Technology 400.0 $173K 0.07% -16.0 -3.9% $431.46 +21.4%
33 CMCSA COMCAST CORP NEW Communication Services 6,915.0 $170K 0.07% -1K -17.1% $24.55 +7.9%
34 TRV TRAVELERS COMPANIES INC Financial Services 499.0 $165K 0.07% -24.0 -4.6% $330.54 +11.7%
35 BX BLACKSTONE INC Financial Services 1,106.0 $130K 0.06% -192.0 -14.8% $117.72 +15.7%
36 LOW LOWES COS INC Consumer Cyclical 560.0 $123K 0.05% -50.0 -8.2% $220.49 -7.3%
37 IBIT ISHARES BITCOIN TRUST ETF Financial Services 3,410.0 $114K 0.05% -591.0 -14.8% $33.29 +35.9%
38 BK BANK OF NY MELLON CORP Financial Services 752.0 $109K 0.05% -18.0 -2.3% $144.61 -1.9%
39 PFE PFIZER INC Healthcare 4,500.0 $108K 0.05% -404.0 -8.2% $24.08 +18.1%
40 BLK BLACKROCK INC Financial Services 111.0 $107K 0.05% -3.0 -2.6% $961.56 +16.7%
Page 2 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%