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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 17 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 JMST J P MORGAN EXCHANGE TRADED F 227.0 $12K 0.01% NEW $51.00 -0.3%
322 AA ALCOA CORP Basic Materials 222.0 $12K 0.01% $52.14 -4.2%
323 MMD NYLI MACKAY DEFINEDTERM MUNI Financial Services 745.0 $12K 0.01% $15.50 -4.6%
324 WDC WESTERN DIGITAL CORP Technology 18.0 $11K 0.01% -37.0 -67.3% $638.67 -26.8%
325 HYMB SPDR SERIES TRUST 451.0 $11K 0.01% NEW $25.44 -3.9%
326 SMURFIT WESTROCK PLC 248.0 $11K 0.01% $46.26
327 BND VANGUARD BD INDEX FDS 155.0 $11K 0.01% $73.41 -2.0%
328 VEA VANGUARD TAX-MANAGED FDS 158.0 $11K 0.01% +57.0 +56.4% $71.25 +3.5%
329 ITB ISHARES TR 106.0 $11K 0.01% $104.95 -10.5%
330 VSNT VERSANT MEDIA GROUP INC Industrials 301.0 $11K 0.01% NEW $36.01 +7.2%
331 Q QNITY ELECTRONICS INC Technology 66.0 $11K 0.01% $163.30 -26.2%
332 GXC SPDR INDEX SHS FDS 120.0 $10K 0.01% +1.0 +0.8% $87.15 +4.4%
333 DTM DT MIDSTREAM INC Energy 71.0 $10K 0.01% $146.73 -11.7%
334 ANET ARISTA NETWORKS INC Technology 60.0 $10K 0.00% -10.0 -14.3% $169.87 +14.1%
335 BCE BCE INC Communication Services 471.0 $10K 0.00% $21.51 +10.0%
336 MNA NEW YORK LIFE INVESTMENTS ET 256.0 $9K 0.00% $36.48 +0.6%
337 BLDR BUILDERS FIRSTSOURCE INC Industrials 100.0 $9K 0.00% $89.48 -26.5%
338 PANW PALO ALTO NETWORKS INC Technology 26.0 $9K 0.00% -22.0 -45.8% $341.00 -2.3%
339 JNK SPDR SERIES TRUST 90.0 $9K 0.00% +2.0 +2.3% $97.31 -2.1%
340 ABR ARBOR REALTY TRUST INC Real Estate 1,600.0 $9K 0.00% -1K -38.5% $5.42 -3.1%
Page 17 of 27  ·  529 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%