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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 4 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 NVG NUVEEN AMT FREE MUN CR INC F Financial Services 2,035.0 $26K 0.01% -360.0 -15.0% $12.81 -6.4%
62 SPGI S&P GLOBAL INC Financial Services 60.0 $24K 0.01% -4.0 -6.2% $407.25 +8.9%
63 XHR XENIA HOTELS & RESORTS INC Real Estate 1,095.0 $22K 0.01% -461.0 -29.6% $20.36 -11.7%
64 UNP UNION PAC CORP Industrials 72.0 $20K 0.01% -7.0 -8.9% $272.00 +6.5%
65 FNDX SCHWAB STRATEGIC TR 622.0 $19K 0.01% -23.0 -3.6% $31.10 +5.0%
66 KMB KIMBERLY-CLARK CORP Consumer Defensive 150.0 $16K 0.01% -200.0 -57.1% $109.77 -4.4%
67 IEMG ISHARES INC 195.0 $16K 0.01% -838.0 -81.1% $82.84 +1.0%
68 ARKX ARK ETF TR 459.0 $16K 0.01% -40.0 -8.0% $34.12 -5.6%
69 PR PERMIAN RESOURCES CORP Energy 720.0 $13K 0.01% -230.0 -24.2% $18.41 +26.9%
70 PHK PIMCO HIGH INCOME FD Financial Services 2,586.0 $12K 0.01% -200.0 -7.2% $4.66 -3.5%
71 WDC WESTERN DIGITAL CORP Technology 18.0 $11K 0.01% -37.0 -67.3% $638.67 -26.8%
72 ANET ARISTA NETWORKS INC Technology 60.0 $10K 0.00% -10.0 -14.3% $169.87 +14.1%
73 PANW PALO ALTO NETWORKS INC Technology 26.0 $9K 0.00% -22.0 -45.8% $341.00 -2.3%
74 ABR ARBOR REALTY TRUST INC Real Estate 1,600.0 $9K 0.00% -1K -38.5% $5.42 -3.1%
75 EMB ISHARES TR 84.0 $8K 0.00% -1.0 -1.2% $96.43 -2.0%
76 HWM HOWMET AEROSPACE INC Industrials 24.0 $7K 0.00% -10.0 -29.4% $277.12 -6.4%
77 NOBL PROSHARES TR 102.0 $6K 0.00% -125.0 -55.1% $56.16 +2.7%
78 VTRS VIATRIS INC Healthcare 297.0 $5K 0.00% -99.0 -25.0% $15.88 +6.3%
79 SPG SIMON PPTY GROUP INC NEW Real Estate 20.0 $4K 0.00% -10.0 -33.3% $223.65 -6.4%
80 CIM CHIMERA INVT CORP Real Estate 333.0 $4K 0.00% -416.0 -55.5% $13.34 -12.7%
Page 4 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%