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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
Page 2 of 2  ·  25 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STR SPDR S&P 500 ETF T Financial Services 476.0 $355K 0.28% -114.0 -19.3% $746.77 +3.3%
22 FDL FIRST TR EXCHANGE-TRADED FD 5,590.0 $272K 0.22% -1K -16.9% $48.66 +8.8%
23 DON WISDOMTREE TR 4,393.0 $248K 0.20% -80.0 -1.8% $56.52 +2.6%
24 BLV VANGUARD BD INDEX FDS 3,431.0 $236K 0.19% -3K -47.9% $68.93 -3.3%
25 DUK DUKE ENERGY CORP NEW Utilities 1,664.0 $211K 0.17% -136.0 -7.6% $126.58 -4.5%
Page 2 of 2  ·  25 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 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%