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Portfolio (Quarterly) Guide ↗

Smith Partners Wealth Management, LLC

· CIK 0002111036
13F Portfolio $112M AUM 76 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 17 Added 27 Reduced 5 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLW CORNING INC Technology 1,848.0 $251K 0.23% NEW $135.97 +41.1%
2 GEV GE VERNOVA INC Utilities 274.0 $239K 0.21% NEW $872.90 +20.2%
3 WMT WALMART INC Consumer Defensive 1,755.0 $218K 0.20% NEW $124.28 +5.8%

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 38.2%
Financial Services 13.7%
Consumer Defensive 10.8%
Industrials 9.3%
Healthcare 9.1%
Consumer Cyclical 7.0%
Energy 4.4%
Communication Services 3.8%
Utilities 3.6%