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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 7 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 AVGO BROADCOM INC Technology 2,725.0 $1.0M 0.22% NEW $377.70 -5.5%
122 MS MORGAN STANLEY Financial Services 4,907.0 $1.0M 0.22% NEW $209.04 +3.7%
123 TSLA TESLA INC Consumer Cyclical 2,429.0 $1.0M 0.22% NEW $420.60 -16.7%
124 TIP ISHARES TR 8,860.0 $970K 0.21% NEW $109.44 -1.6%
125 IWX ISHARES TR 8,932.0 $939K 0.20% NEW $105.16 +7.4%
126 ELEVATION SERIES TRUST 39,202.0 $933K 0.20% NEW $23.80
127 INTC INTEL CORP Technology 6,407.0 $895K 0.19% NEW $139.63 -37.3%
128 LSCC LATTICE SEMICONDUCTOR CORP Technology 5,302.0 $811K 0.17% NEW $152.96 -24.1%
129 CAT CATERPILLAR INC Industrials 739.0 $787K 0.17% NEW $1064.32 -23.8%
130 AR ANTERO RESOURCES CORP Energy 21,506.0 $756K 0.16% NEW $35.14 +8.0%
131 JPM JPMORGAN CHASE & CO Financial Services 2,290.0 $750K 0.16% NEW $327.39 +8.9%
132 JANW AIM ETF PRODUCTS TRUST 18,885.0 $730K 0.16% NEW $38.67 +1.7%
133 CPER UNITED STS COMMODITY INDEX F Financial Services 19,210.0 $725K 0.16% NEW $37.73 +8.0%
134 IJH ISHARES TR 9,043.0 $697K 0.15% NEW $77.11 -1.3%
135 GMAY FIRST TR EXCHNG TRADED FD VI 15,529.0 $668K 0.14% NEW $43.04 +1.7%
136 UNP UNION PAC CORP Industrials 2,403.0 $654K 0.14% NEW $271.98 +13.8%
137 PRIV SSGA ACTIVE TR 25,922.0 $653K 0.14% NEW $25.18 -1.0%
138 ITA ISHARES TR 2,676.0 $649K 0.14% NEW $242.44 -3.4%
139 TIDAL TRUST I 21,015.0 $642K 0.14% NEW $30.54
140 SPTL SPDR SERIES TRUST 24,167.0 $634K 0.14% NEW $26.23 -2.9%
Page 7 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%