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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 19 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 FITB FIFTH THIRD BANCORP Financial Services 100.0 $6K 0.00% $56.37 -2.7%
362 WM WASTE MGMT INC DEL Industrials 25.0 $6K 0.00% $222.88 -1.7%
363 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 85.0 $5K 0.00% $64.00 +7.6%
364 L LOEWS CORP Financial Services 47.0 $5K 0.00% $115.38 -5.3%
365 ITA ISHARES TR 22.0 $5K 0.00% $242.41 -6.9%
366 APLE APPLE HOSPITALITY REIT INC Real Estate 312.0 $5K 0.00% $16.81 -7.2%
367 LUV SOUTHWEST AIRLS CO Industrials 100.0 $5K 0.00% $51.42 -22.9%
368 YUMC YUM CHINA HLDGS INC Consumer Cyclical 118.0 $5K 0.00% $40.92 +6.6%
369 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 56.0 $5K 0.00% $86.09 +13.9%
370 VTRS VIATRIS INC Healthcare 297.0 $5K 0.00% -99.0 -25.0% $15.88 +6.3%
371 SPYM SPDR SERIES TRUST 52.0 $5K 0.00% NEW $88.73 +2.2%
372 SPG SIMON PPTY GROUP INC NEW Real Estate 20.0 $4K 0.00% -10.0 -33.3% $223.65 -6.4%
373 CIM CHIMERA INVT CORP Real Estate 333.0 $4K 0.00% -416.0 -55.5% $13.34 -12.7%
374 EA ELECTRONIC ARTS INC Communication Services 20.0 $4K 0.00% $205.00 +2.3%
375 PH PARKER-HANNIFIN CORP Industrials 4.0 $4K 0.00% -4.0 -50.0% $978.00 -1.6%
376 CHTR CHARTER COMMUNICATIONS INC Communication Services 27.0 $4K 0.00% $142.19 +6.9%
377 CAVA CAVA GROUP INC Consumer Cyclical 48.0 $4K 0.00% $78.48 -22.6%
378 NOK NOKIA CORP Technology 277.0 $4K 0.00% $13.28 -24.4%
379 RWX SPDR INDEX SHS FDS 134.0 $4K 0.00% $27.01 +1.9%
380 HPQ HP INC Technology 160.0 $4K 0.00% $21.94 +48.8%
Page 19 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%