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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 11 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 LMT LOCKHEED MARTIN CORP Industrials 495.0 $252K 0.05% NEW $509.96 +9.1%
202 CANADIAN PACIFIC KANSAS CITY 2,892.0 $251K 0.05% NEW $86.65
203 VCSH VANGUARD SCOTTSDALE FDS 3,151.0 $249K 0.05% NEW $79.04 -0.3%
204 ILF ISHARES TR 7,247.0 $245K 0.05% NEW $33.75 +4.3%
205 MPC MARATHON PETE CORP Energy 948.0 $242K 0.05% NEW $255.71 +38.8%
206 SCHW SCHWAB CHARLES CORP Financial Services 2,584.0 $238K 0.05% NEW $92.26 +21.7%
207 V VISA INC Financial Services 677.0 $232K 0.05% NEW $343.32 +11.8%
208 MCK MCKESSON CORP Healthcare 304.0 $230K 0.05% NEW $755.61 +19.8%
209 OZ BELPOINTE PREP LLC Real Estate 4,937.0 $224K 0.05% NEW $45.29 +6.6%
210 IDEV ISHARES TR 2,495.0 $222K 0.05% NEW $89.02 +5.4%
211 GS GOLDMAN SACHS GROUP INC Financial Services 218.0 $220K 0.05% NEW $1010.77 +4.8%
212 DE DEERE & CO Industrials 345.0 $219K 0.05% NEW $634.75 -0.6%
213 VSH VISHAY INTERTECHNOLOGY INC Technology 4,000.0 $215K 0.05% NEW $53.78 -41.7%
214 IWB ISHARES TR 513.0 $210K 0.04% NEW $409.50 +2.5%
215 PG PROCTER & GAMBLE CO Consumer Defensive 1,423.0 $209K 0.04% NEW $146.61 -0.8%
216 VUG VANGUARD INDEX FDS 2,402.0 $207K 0.04% NEW $86.13 +1.5%
217 AGEM ABRDN FDS 4,170.0 $206K 0.04% NEW $49.38 +0.2%
218 FAST FASTENAL CO Industrials 4,204.0 $202K 0.04% NEW $48.03 +4.8%
219 GLW CORNING INC Technology 790.0 $202K 0.04% NEW $255.33 -42.4%
220 FIX COMFORT SYS USA INC Industrials 101.0 $200K 0.04% NEW $1982.99 -21.2%
Page 11 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%