Portfolio (Quarterly) Guide ↗

Smith Partners Wealth Management, LLC

· CIK 0002111036

13F Portfolio $126M AUM 73 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 8 New 14 Added 25 Reduced 11 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	FTSM	FIRST TR EXCHANGE-TRADED FD	—	12,790	$765K	0.69%	SOLD
2	VTEB	VANGUARD MUN BD FDS	—	11,842	$591K	0.53%	SOLD
3	IEO	ISHARES TR	—	3,000	$375K	0.34%	SOLD
4	FTCS	FIRST TR EXCHANGE-TRADED FD	—	2,935	$272K	0.24%	SOLD
5	DVY	ISHARES TR	—	1,650	$250K	0.22%	SOLD
6	PFE	PFIZER INC	Healthcare	8,429	$237K	0.21%	SOLD
7	FVD	FIRST TR EXCHANGE-TRADED FD	—	4,940	$232K	0.21%	SOLD
8	WMT	WALMART INC	Consumer Defensive	1,755	$218K	0.20%	SOLD
9	JNK	SPDR SERIES TRUST	—	2,151	$206K	0.18%	SOLD
10	MCD	MCDONALDS CORP	Consumer Cyclical	662	$206K	0.18%	SOLD
11	NMCO	NUVEEN MUN CR OPPORTUNITIES	Financial Services	16,700	$177K	0.16%	SOLD

Sector Allocation

Technology 43.3%

Financial Services 13.2%

Industrials 12.9%

Consumer Defensive 8.9%

Consumer Cyclical 7.6%

Healthcare 7.3%

Utilities 3.7%

Energy 3.3%