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Portfolio (Quarterly) Guide ↗

SMART Wealth LLC

· CIK 0002044723
13F Portfolio $464M AUM 222 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 222 New
Page 10 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 COHR COHERENT CORP Technology 883.0 $348K 0.07% NEW $394.47 -26.9%
182 PDBC INVESCO ACTVELY MNGD ETC FD 21,410.0 $340K 0.07% NEW $15.88 +14.4%
183 GE GE AEROSPACE Industrials 872.0 $326K 0.07% NEW $373.69 -6.5%
184 HEFA ISHARES TR 6,886.0 $323K 0.07% NEW $46.93 +1.3%
185 RWR SPDR SERIES TRUST 2,746.0 $310K 0.07% NEW $112.96 +2.1%
186 EWJ ISHARES INC 3,240.0 $302K 0.07% NEW $93.27 +2.5%
187 SPYV SPDR SERIES TRUST 4,954.0 $301K 0.07% NEW $60.79 +4.6%
188 AXP AMERICAN EXPRESS CO Financial Services 885.0 $299K 0.07% NEW $338.28 -0.7%
189 MCD MCDONALDS CORP Consumer Cyclical 1,106.0 $299K 0.06% NEW $270.39 -0.9%
190 BWXT BWX TECHNOLOGIES INC Industrials 1,534.0 $299K 0.06% NEW $194.61 -23.1%
191 ABBV ABBVIE INC Healthcare 1,180.0 $297K 0.06% NEW $251.60 +5.6%
192 VYMI VANGUARD WHITEHALL FDS 2,963.0 $291K 0.06% NEW $98.21 +7.8%
193 GWX SPDR INDEX SHS FDS 6,604.0 $289K 0.06% NEW $43.76 +6.9%
194 AFL AFLAC INC Financial Services 2,397.0 $281K 0.06% NEW $117.26 -0.9%
195 VWO VANGUARD INTL EQUITY INDEX F 4,683.0 $280K 0.06% NEW $59.69 +1.6%
196 SNEX STONEX GROUP INC Financial Services 2,295.0 $272K 0.06% NEW $118.47 -41.2%
197 SMH VANECK ETF TRUST 410.0 $269K 0.06% NEW $655.69 -15.3%
198 ALL ALLSTATE CORP Financial Services 1,124.0 $268K 0.06% NEW $238.04 +8.2%
199 MTUM ISHARES TR 749.0 $257K 0.06% NEW $342.89 -11.9%
200 REET ISHARES TR 9,204.0 $254K 0.06% NEW $27.62 +2.2%
Page 10 of 12  ·  222 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 50.5%
Financial Services 27.0%
Industrials 8.5%
Healthcare 3.4%
Consumer Cyclical 2.8%
Basic Materials 2.7%
Communication Services 2.2%
Consumer Defensive 1.3%
Energy 0.9%
Real Estate 0.6%