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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 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AOA ISHARES TR 3,984.0 $353K 0.32% -100.0 -2.5% $88.49 +7.6%
22 STOT SSGA ACTIVE TR 5,291.0 $249K 0.22% -425.0 -7.4% $47.13 -0.4%
23 PFE PFIZER INC Healthcare 8,429.0 $237K 0.21% -656.0 -7.2% $28.08 -9.9%
24 DUK DUKE ENERGY CORP NEW Utilities 1,800.0 $236K 0.21% -413.0 -18.7% $130.94 -5.9%
25 AOM ISHARES TR 4,803.0 $228K 0.20% -2K -27.9% $47.37 +3.0%
26 VV VANGUARD INDEX FDS 694.0 $207K 0.19% -571.0 -45.1% $298.85 +13.0%
27 JNK SPDR SERIES TRUST 2,151.0 $206K 0.18% -327.0 -13.2% $95.72 -0.1%
Page 2 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%