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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 5 of 27  ·  529 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DFAC DIMENSIONAL ETF TRUST 5,727.0 $254K 0.11% NEW $44.36 +3.1%
82 PLTR PALANTIR TECHNOLOGIES INC Technology 2,171.0 $253K 0.11% -300.0 -12.1% $116.67 +49.4%
83 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 4,946.0 $252K 0.11% -100.0 -2.0% $51.05 +36.0%
84 CPRX CATALYST PHARMACEUTICALS INC Healthcare 8,000.0 $251K 0.11% $31.43 +0.2%
85 V VISA INC Financial Services 730.0 $251K 0.11% +95.0 +15.0% $343.26 +9.3%
86 CSCO CISCO SYS INC Technology 1,999.0 $235K 0.10% -63.0 -3.1% $117.50 -7.1%
87 TFC TRUIST FINL CORP Financial Services 4,646.0 $231K 0.10% NEW $49.82 +3.7%
88 XLK SELECT SECTOR SPDR TR 1,164.0 $222K 0.10% $190.52 -1.7%
89 SHOP SHOPIFY INC Technology 1,885.0 $215K 0.09% +642.0 +51.6% $114.18 +27.1%
90 VZ VERIZON COMMUNICATIONS INC Communication Services 4,971.0 $211K 0.09% -44.0 -0.9% $42.35 +18.4%
91 GEV GE VERNOVA INC Utilities 179.0 $210K 0.09% $1174.85 -19.8%
92 MSI MOTOROLA SOLUTIONS INC Technology 491.0 $204K 0.09% $415.87 +12.5%
93 AXP AMERICAN EXPRESS CO Financial Services 585.0 $198K 0.09% -130.0 -18.2% $338.25 -3.6%
94 JLL JONES LANG LASALLE INC Real Estate 637.0 $197K 0.09% -179.0 -21.9% $309.95 +16.9%
95 MCD MCDONALDS CORP Consumer Cyclical 722.0 $195K 0.09% $270.57 -5.5%
96 IVT INVENTRUST PPTYS CORP Real Estate 5,507.0 $195K 0.09% -557.0 -9.2% $35.40 -7.8%
97 GLD SPDR GOLD TR Financial Services 525.0 $193K 0.08% $368.38 +10.4%
98 EJUL INNOVATOR ETFS TRUST 6,029.0 $188K 0.08% NEW $31.24 +2.0%
99 RTX RTX CORPORATION Industrials 991.0 $188K 0.08% $189.73 +5.8%
100 LMT LOCKHEED MARTIN CORP Industrials 363.0 $185K 0.08% +10.0 +2.8% $510.31 +2.9%
Page 5 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%