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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 9 of 12  ·  222 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VT VANGUARD INTL EQUITY INDEX F 2,924.0 $459K 0.10% NEW $156.93 +2.6%
162 WELL WELLTOWER INC Real Estate 2,010.0 $456K 0.10% NEW $227.00 +6.7%
163 IWS ISHARES TR 2,752.0 $453K 0.10% NEW $164.59 +4.5%
164 KO COCA COLA CO Consumer Defensive 5,529.0 $449K 0.10% NEW $81.27 +11.5%
165 SPAB SPDR SERIES TRUST 16,924.0 $432K 0.09% NEW $25.52 -1.2%
166 JNJ JOHNSON & JOHNSON Healthcare 1,664.0 $423K 0.09% NEW $254.00 +6.7%
167 WMT WALMART INC Consumer Defensive 3,668.0 $415K 0.09% NEW $113.26 -8.0%
168 BLACKROCK ETF TRUST 11,345.0 $415K 0.09% NEW $36.60
169 CSCO CISCO SYS INC Technology 3,453.0 $406K 0.09% NEW $117.47 -4.8%
170 SPYG SPDR SERIES TRUST 3,392.0 $404K 0.09% NEW $118.99 +0.9%
171 MRVL MARVELL TECHNOLOGY INC Technology 1,346.0 $401K 0.09% NEW $297.89 -19.5%
172 JNK SPDR SERIES TRUST 4,115.0 $397K 0.09% NEW $96.36 -0.3%
173 SCMC STERLING CAP FDS 15,739.0 $396K 0.09% NEW $25.13 -0.6%
174 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 412.0 $385K 0.08% NEW $934.70 +2.2%
175 TFJL INNOVATOR ETFS TRUST 19,663.0 $385K 0.08% NEW $19.56 -3.4%
176 EWY ISHARES INC 1,901.0 $384K 0.08% NEW $201.90 -11.2%
177 JEPQ J P MORGAN EXCHANGE TRADED F 6,152.0 $378K 0.08% NEW $61.46 -2.8%
178 RTX RTX CORPORATION Industrials 1,947.0 $369K 0.08% NEW $189.77 +11.9%
179 TUA SIMPLIFY EXCHANGE TRADED FUN 17,838.0 $364K 0.08% NEW $20.42 -0.2%
180 SXI STANDEX INTL CORP Industrials 1,000.0 $358K 0.08% NEW $357.67 -13.7%
Page 9 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%