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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 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CSX CSX CORP Industrials 12,644.0 $458K 0.42% NEW $36.25 +27.4%
42 RTX RTX CORPORATION Industrials 2,430.0 $446K 0.41% NEW $183.40 -4.1%
43 CVX CHEVRON CORP NEW Energy 2,805.0 $428K 0.39% NEW $152.41 +28.7%
44 SPY SPDR S&P 500 ETF TR Financial Services 596.0 $406K 0.37% NEW $681.92 +7.6%
45 VV VANGUARD INDEX FDS 1,265.0 $398K 0.37% NEW $314.80 +7.2%
46 ABBV ABBVIE INC Healthcare 1,632.0 $373K 0.34% NEW $228.49 -6.4%
47 PHYL PGIM ETF TR 10,435.0 $370K 0.34% NEW $35.48 -1.8%
48 VTI VANGUARD INDEX FDS 1,092.0 $366K 0.34% NEW $335.27 +7.4%
49 AOA ISHARES TR 4,084.0 $366K 0.34% NEW $89.56 +6.3%
50 EMXC ISHARES INC 4,667.0 $339K 0.31% NEW $72.68 +26.7%
51 JNJ JOHNSON & JOHNSON Healthcare 1,588.0 $329K 0.30% NEW $206.88 +10.7%
52 AOM ISHARES TR 6,661.0 $318K 0.29% NEW $47.73 +2.2%
53 FDL FIRST TR EXCHANGE-TRADED FD 6,730.0 $298K 0.27% NEW $44.34 +13.9%
54 DFAT DIMENSIONAL ETF TRUST 4,802.0 $286K 0.26% NEW $59.54 +9.5%
55 EEMV ISHARES INC 4,325.0 $277K 0.26% NEW $64.04 +10.7%
56 FTCS FIRST TR EXCHANGE-TRADED FD 2,935.0 $272K 0.25% NEW $92.51 +1.2%
57 STOT SSGA ACTIVE TR 5,716.0 $270K 0.25% NEW $47.28 -0.7%
58 IEO ISHARES TR 3,000.0 $268K 0.25% NEW $89.26 +38.4%
59 DUK DUKE ENERGY CORP NEW Utilities 2,213.0 $259K 0.24% NEW $117.21 +4.8%
60 RJF RAYMOND JAMES FINL INC Financial Services 1,600.0 $257K 0.24% NEW $160.59 -3.8%
Page 3 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%