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Portfolio (Quarterly) Guide ↗

Smith Partners Wealth Management, LLC

· CIK 0002111036
13F Portfolio $109M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 78 New
Page 2 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLTR VANECK ETF TRUST 50,779.0 $1.3M 1.19% NEW $25.48 +0.2%
22 IJH ISHARES TR 16,365.0 $1.1M 0.99% NEW $66.00 +8.3%
23 VNQ VANGUARD INDEX FDS 10,343.0 $915K 0.84% NEW $88.49 +7.7%
24 DFAS DIMENSIONAL ETF TRUST 12,703.0 $885K 0.81% NEW $69.67 +7.9%
25 PIMCO ETF TR 16,923.0 $841K 0.77% NEW $49.69
26 VCIT VANGUARD SCOTTSDALE FDS 9,912.0 $830K 0.76% NEW $83.75 -2.6%
27 L LOEWS CORP Financial Services 7,500.0 $790K 0.73% NEW $105.31 +2.6%
28 SCZ ISHARES TR 10,125.0 $785K 0.72% NEW $77.53 +7.9%
29 BERKSHIRE HATHAWAY INC DEL 1,558.0 $783K 0.72% NEW $502.65
30 FTSM FIRST TR EXCHANGE-TRADED FD 12,790.0 $767K 0.70% NEW $59.93 -0.1%
31 LOW LOWES COS INC Consumer Cyclical 3,033.0 $731K 0.67% NEW $241.16 -9.6%
32 VTIP VANGUARD MALVERN FDS 13,801.0 $683K 0.63% NEW $49.46 +1.7%
33 PM PHILIP MORRIS INTL INC Consumer Defensive 4,200.0 $674K 0.62% NEW $160.40 +19.4%
34 STIP ISHARES TR 6,000.0 $614K 0.56% NEW $102.39 +1.0%
35 VTEB VANGUARD MUN BD FDS 11,842.0 $596K 0.55% NEW $50.29 -1.2%
36 BLV VANGUARD BD INDEX FDS 8,484.0 $590K 0.54% NEW $69.52 -4.1%
37 GOOG ALPHABET INC Communication Services 1,760.0 $552K 0.51% NEW $313.80 +25.3%
38 SCHE SCHWAB STRATEGIC TR 16,787.0 $550K 0.51% NEW $32.75 +7.1%
39 USMV ISHARES TR 5,343.0 $503K 0.46% NEW $94.16 +1.7%
40 SMMU PIMCO ETF TR 9,089.0 $458K 0.42% NEW $50.43 -0.4%
Page 2 of 4  ·  78 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 41.2%
Financial Services 15.5%
Consumer Defensive 9.9%
Healthcare 8.6%
Industrials 8.5%
Consumer Cyclical 7.0%
Communication Services 4.1%
Energy 3.2%
Utilities 1.9%