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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 21 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 IAGG ISHARES TR 47.0 $2K 0.00% $50.60 -1.7%
402 BIP BROOKFIELD INFRASTRUCTURE PA Utilities 64.0 $2K 0.00% $36.53 +1.6%
403 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 26.0 $2K 0.00% -1.0 -3.7% $88.58 -28.1%
404 DAL DELTA AIR LINES INC Industrials 24.0 $2K 0.00% $95.71 -16.2%
405 SPOT SPOTIFY TECHNOLOGY S A Communication Services 5.0 $2K 0.00% -1.0 -16.7% $459.00 +18.2%
406 OGIG ALPS ETF TR 46.0 $2K 0.00% $44.50 +12.4%
407 GS GOLDMAN SACHS GROUP INC Financial Services 2.0 $2K 0.00% -3.0 -60.0% $1011.00 +2.7%
408 PFF ISHARES TR 64.0 $2K 0.00% $30.48 -0.4%
409 IBB ISHARES TR 10.0 $2K 0.00% $190.10 +11.5%
410 JCI JOHNSON CONTROLS INTERNATION Industrials 13.0 $2K 0.00% -16.0 -55.2% $146.08 -0.8%
411 ARMOUR RESIDENTIAL REIT INC 100.0 $2K 0.00% $17.45
412 KHC KRAFT HEINZ CO Consumer Defensive 73.0 $2K 0.00% -156.0 -68.1% $23.62 +5.2%
413 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 5.0 $2K 0.00% -5.0 -50.0% $330.40 -5.8%
414 TOST TOAST INC Technology 58.0 $2K 0.00% $27.81 +22.1%
415 ENTERGY CORP NEW 14.0 $2K 0.00% -17.0 -54.8% $114.86
416 ROKU ROKU INC Communication Services 11.0 $2K 0.00% $138.09 +12.7%
417 CENCORA INC 5.0 $1K 0.00% -4.0 -44.4% $282.80
418 AAL AMERICAN AIRLINES GROUP INC Industrials 77.0 $1K 0.00% $18.06 -27.3%
419 IREN IREN LIMITED Financial Services 30.0 $1K 0.00% +2.0 +7.1% $45.70 -2.2%
420 WAB WABTEC Industrials 5.0 $1K 0.00% $271.80 +4.1%
Page 21 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%