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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
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VB VANGUARD INDEX FDS 20,245.0 $5.3M 4.75% -1K -5.9% $261.92 +7.4%
2 SGOV ISHARES TR 51,641.0 $5.2M 4.66% -8K -13.7% $100.66 -0.1%
3 VIG VANGUARD SPECIALIZED FUNDS 19,386.0 $4.2M 3.73% -2K -8.3% $215.06 +7.2%
4 VIGI VANGUARD WHITEHALL FDS 43,228.0 $3.8M 3.42% -4K -9.2% $88.46 +5.0%
5 AAPL APPLE INC Technology 13,190.0 $3.3M 3.00% -244.0 -1.8% $253.79 +17.4%
6 VTV VANGUARD INDEX FDS 15,777.0 $3.1M 2.77% -1K -6.5% $196.20 +5.7%
7 VWO VANGUARD INTL EQUITY INDEX F 56,745.0 $3.1M 2.75% -7K -11.6% $54.05 +8.2%
8 BIV VANGUARD BD INDEX FDS 29,107.0 $2.2M 2.01% -5K -15.7% $77.18 -1.5%
9 SCHD SCHWAB STRATEGIC TR 68,707.0 $2.1M 1.89% -12K -14.6% $30.68 +4.4%
10 EFA ISHARES TR 21,593.0 $2.1M 1.88% -2K -9.7% $97.13 +5.7%
11 SCHP SCHWAB STRATEGIC TR 65,854.0 $1.8M 1.57% -26K -28.0% $26.61 +0.1%
12 VEU VANGUARD INTL EQUITY INDEX F 22,055.0 $1.7M 1.48% -723.0 -3.2% $75.10 +8.5%
13 SCHC SCHWAB STRATEGIC TR 24,744.0 $1.2M 1.04% -6K -20.3% $46.74 +6.9%
14 SCZ ISHARES TR 9,502.0 $745K 0.67% -623.0 -6.2% $78.41 +7.9%
15 VNQ VANGUARD INDEX FDS 7,962.0 $706K 0.63% -2K -23.0% $88.70 +7.1%
16 BERKSHIRE HATHAWAY INC DEL 1,458.0 $699K 0.63% -100.0 -6.4% $479.20
17 VTIP VANGUARD MALVERN FDS 11,803.0 $590K 0.53% -2K -14.5% $49.95 +0.8%
18 BLV VANGUARD BD INDEX FDS 6,581.0 $453K 0.41% -2K -22.4% $68.78 -2.4%
19 SPY STATE STR SPDR S&P 500 ETF T Financial Services 590.0 $384K 0.34% -6.0 -1.0% $650.34 +13.6%
20 JNJ JOHNSON & JOHNSON Healthcare 1,533.0 $375K 0.34% -55.0 -3.5% $244.36 -7.2%
Page 1 of 2  ·  27 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 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%