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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 3 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 113.0 $106K 0.05% -3.0 -2.6% $935.47 -2.1%
42 WFC WELLS FARGO & CO Financial Services 1,234.0 $102K 0.04% -379.0 -23.5% $82.66 +8.8%
43 TSLA TESLA INC Consumer Cyclical 235.0 $99K 0.04% -5.0 -2.1% $420.60 -15.8%
44 MA MASTERCARD INCORPORATED Financial Services 184.0 $95K 0.04% -5.0 -2.6% $515.66 +12.3%
45 BAC BANK OF AMER CORP Financial Services 1,592.0 $91K 0.04% -300.0 -15.9% $56.98 +10.0%
46 TMO THERMO FISHER SCIENTIFIC INC Healthcare 129.0 $65K 0.03% -3.0 -2.3% $501.36 +22.4%
47 SCHX SCHWAB STRATEGIC TR 2,154.0 $63K 0.03% -20.0 -0.9% $29.43 +3.2%
48 SCHD SCHWAB STRATEGIC TR 1,839.0 $58K 0.03% -214.0 -10.4% $31.71 +9.7%
49 CRM SALESFORCE INC Technology 329.0 $52K 0.02% -9.0 -2.7% $156.78 +65.3%
50 XLF SELECT SECTOR SPDR TR 908.0 $49K 0.02% -189.0 -17.2% $53.61 +8.4%
51 CRWD CROWDSTRIKE HLDGS INC Technology 62.0 $47K 0.02% -22.0 -26.2% $190.78 +11.7%
52 IEFA ISHARES TR 477.0 $46K 0.02% -2K -76.1% $96.58 +4.7%
53 SLB SLB LIMITED Energy 990.0 $46K 0.02% -68.0 -6.4% $46.49 +23.7%
54 WELL WELLTOWER INC Real Estate 195.0 $44K 0.02% -12.0 -5.8% $226.97 +4.1%
55 COP CONOCOPHILLIPS Energy 389.0 $40K 0.02% -59.0 -13.2% $104.10 +29.0%
56 KKR KKR & CO INC 430.0 $40K 0.02% -3.0 -0.7% $91.95
57 ABT ABBOTT LABORATORIES Healthcare 398.0 $36K 0.02% -555.0 -58.2% $90.96 +19.1%
58 F FORD MTR CO Consumer Cyclical 2,192.0 $30K 0.01% -590.0 -21.2% $13.90 +5.2%
59 ADBE ADOBE INC Technology 142.0 $29K 0.01% -25.0 -15.0% $205.01 +30.0%
60 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 850.0 $29K 0.01% -1K -54.0% $34.00 +8.6%
Page 3 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%