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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 2 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DHDG FIRST TR EXCHNG TRADED FD VI 139,786.0 $5.1M 1.10% NEW $36.57 +2.5%
22 FBCG FIDELITY COVINGTON TRUST 79,452.0 $4.9M 1.06% NEW $62.11 -1.4%
23 FJUL FIRST TR EXCHNG TRADED FD VI 80,703.0 $4.8M 1.04% NEW $59.54 +2.5%
24 FJAN FIRST TR EXCHNG TRADED FD VI 87,156.0 $4.8M 1.03% NEW $55.09 +2.1%
25 MAYT AIM ETF PRODUCTS TRUST 121,864.0 $4.8M 1.02% NEW $39.00 -5.6%
26 IEMG ISHARES INC 56,698.0 $4.7M 1.01% NEW $82.84 -1.5%
27 DYNF BLACKROCK ETF TRUST 66,537.0 $4.5M 0.97% NEW $68.01 +1.5%
28 SCNM STERLING CAP FDS 177,111.0 $4.5M 0.96% NEW $25.15 -1.6%
29 SPEM SPDR INDEX SHS FDS 84,793.0 $4.4M 0.95% NEW $51.78 +1.3%
30 GLD SPDR GOLD TR Financial Services 11,746.0 $4.3M 0.93% NEW $368.37 +15.5%
31 VGSH VANGUARD SCOTTSDALE FDS 71,824.0 $4.2M 0.90% NEW $58.20 -0.1%
32 DJAN FIRST TR EXCHNG TRADED FD VI 90,896.0 $4.1M 0.89% NEW $45.52 +1.8%
33 VOO VANGUARD INDEX FDS 5,943.0 $4.1M 0.88% NEW $686.82 +2.4%
34 AAPL APPLE INC Technology 13,782.0 $4.0M 0.86% NEW $289.36 +7.1%
35 SPYM SPDR SERIES TRUST 44,687.0 $3.9M 0.85% NEW $87.88 +2.5%
36 AMLP ALPS ETF TR 74,141.0 $3.8M 0.83% NEW $51.85 +5.6%
37 CIEN CIENA CORP Technology 7,558.0 $3.7M 0.80% NEW $490.56 -21.9%
38 TIDAL TRUST I 137,533.0 $3.6M 0.77% NEW $25.89
39 IVW ISHARES TR 25,649.0 $3.5M 0.76% NEW $137.53 +0.8%
40 LMUB ISHARES TR 68,464.0 $3.5M 0.76% NEW $51.22 -3.2%
Page 2 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%