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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 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VEU VANGUARD INTL EQUITY INDEX F 18,477.0 $1.5M 1.23% -4K -16.2% $83.75 +2.5%
22 SCHD SCHWAB STRATEGIC TR 47,856.0 $1.5M 1.21% -21K -30.4% $31.71 +9.8%
23 MSFT MICROSOFT CORP Technology 3,816.0 $1.4M 1.13% $373.02 +35.4%
24 BIV VANGUARD BD INDEX FDS 17,482.0 $1.3M 1.07% -12K -39.9% $76.70 -1.3%
25 IJH ISHARES TR 17,079.0 $1.3M 1.05% -270.0 -1.6% $77.11 -0.6%
26 SCHP SCHWAB STRATEGIC TR 40,148.0 $1.1M 0.85% -26K -39.0% $26.50 -1.7%
27 PHYL PGIM ETF TR 29,560.0 $1.0M 0.82% +11K +58.9% $34.88 +0.0%
28 L LOEWS CORP Financial Services 7,500.0 $849K 0.68% $113.21 -3.0%
29 SCHC SCHWAB STRATEGIC TR 17,040.0 $820K 0.65% -8K -31.1% $48.12 +7.8%
30 PM PHILIP MORRIS INTL INC Consumer Defensive 4,200.0 $760K 0.60% $180.91 +5.3%
31 BERKSHIRE HATHAWAY INC DEL 1,458.0 $730K 0.58% $500.39
32 SCZ ISHARES TR 8,157.0 $671K 0.53% -1K -14.2% $82.27 +6.3%
33 LOW LOWES COS INC Consumer Cyclical 2,950.0 $650K 0.52% -83.0 -2.7% $220.49 -6.2%
34 STIP ISHARES TR 6,262.0 $640K 0.51% $102.16 -1.2%
35 GOOG ALPHABET INC 1,760.0 $622K 0.49% $353.33
36 CSX CSX CORP Industrials 12,644.0 $601K 0.48% $47.53 +8.4%
37 IVV ISHARES TR 790.0 $592K 0.47% $748.89 +3.5%
38 VNQ VANGUARD INDEX FDS 5,360.0 $517K 0.41% -3K -32.7% $96.42 +1.3%
39 VTIP VANGUARD MALVERN FDS 10,057.0 $505K 0.40% -2K -14.8% $50.23 -0.9%
40 EMXC ISHARES INC 4,667.0 $477K 0.38% $102.30 -3.1%
Page 2 of 4  ·  73 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%