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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 25 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 IIPR INNOVATIVE INDL PPTYS INC Real Estate 4.0 $247.0 $61.75 -7.4%
482 CURB CURBLINE PPTYS CORP Real Estate 8.0 $243.0 $30.38 -3.0%
483 VBR VANGUARD INDEX FDS 1.0 $242.0 NEW $242.00 +2.1%
484 NATL NCR ATLEOS CORPORATION Technology 5.0 $217.0 $43.40 +6.2%
485 SONY SONY GROUP CORP Technology 10.0 $200.0 $20.00 +22.8%
486 SNY SANOFI SA Healthcare 4.0 $170.0 $42.50 +4.1%
487 CRSR CORSAIR GAMING INC Technology 17.0 $164.0 +2.0 +13.3% $9.65 +31.9%
488 CRSP CRISPR THERAPEUTICS AG Healthcare 3.0 $163.0 NEW $54.33 +2.7%
489 SOLV SOLVENTUM CORP Healthcare 2.0 $154.0 $77.00 +19.1%
490 SCHB SCHWAB STRATEGIC TR 5.0 $144.0 NEW $28.80 +3.2%
491 BB BLACKBERRY LTD Technology 11.0 $139.0 $12.64 -39.1%
492 GRAL GRAIL INC Healthcare 2.0 $136.0 $68.00 +18.1%
493 SMR NUSCALE PWR CORP Utilities 12.0 $120.0 NEW $10.00 -3.0%
494 DXC DXC TECHNOLOGY CO Technology 13.0 $115.0 $8.85 +31.8%
495 AES AES CORP Utilities 7.0 $102.0 $14.57 +1.5%
496 LVS LAS VEGAS SANDS CORP Consumer Cyclical 2.0 $92.0 $46.00 -3.5%
497 VYX NCR VOYIX CORPORATION Technology 11.0 $89.0 $8.09 +13.0%
498 TDOC TELADOC HEALTH INC Healthcare 10.0 $84.0 $8.40 -25.2%
499 CITIUS PHARMACEUTICALS INC 120.0 $72.0 $0.60
500 RENT THE RUNWAY INC 23.0 $72.0 $3.13
Page 25 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%