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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 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IVV ISHARES TR 790.0 $516K 0.46% +420.0 +113.5% $653.21 +13.6%
42 GOOG ALPHABET INC Communication Services 1,760.0 $505K 0.45% $286.86 +37.1%
43 USMV ISHARES TR 5,343.0 $496K 0.44% $92.74 +3.5%
44 RTX RTX CORPORATION Industrials 2,430.0 $469K 0.42% $192.90 -11.3%
45 BLV VANGUARD BD INDEX FDS 6,581.0 $453K 0.41% -2K -22.4% $68.78 -2.4%
46 SPY STATE STR SPDR S&P 500 ETF T Financial Services 590.0 $384K 0.34% -6.0 -1.0% $650.34 +13.6%
47 IEO ISHARES TR 3,000.0 $375K 0.34% $124.90 -2.3%
48 JNJ JOHNSON & JOHNSON Healthcare 1,533.0 $375K 0.34% -55.0 -3.5% $244.36 -7.2%
49 EMXC ISHARES INC 4,667.0 $367K 0.33% $78.66 +18.9%
50 ABBV ABBVIE INC Healthcare 1,632.0 $355K 0.32% $217.49 -3.7%
51 AOA ISHARES TR 3,984.0 $353K 0.32% -100.0 -2.5% $88.49 +8.3%
52 VTI VANGUARD INDEX FDS 1,092.0 $350K 0.31% $320.81 +13.0%
53 FDL FIRST TR EXCHANGE-TRADED FD 6,730.0 $342K 0.31% $50.80 -1.3%
54 EEMV ISHARES INC 4,947.0 $320K 0.29% +622.0 +14.4% $64.73 +10.2%
55 DFAT DIMENSIONAL ETF TRUST 4,802.0 $300K 0.27% $62.45 +5.4%
56 FTCS FIRST TR EXCHANGE-TRADED FD 2,935.0 $272K 0.24% $92.76 +1.2%
57 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 266.0 $265K 0.24% $996.43 +5.3%
58 GLW CORNING INC Technology 1,848.0 $251K 0.23% NEW $135.97 +41.1%
59 DVY ISHARES TR 1,650.0 $250K 0.22% $151.41 +0.7%
60 STOT SSGA ACTIVE TR 5,291.0 $249K 0.22% -425.0 -7.4% $47.13 -0.4%
Page 3 of 4  ·  76 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%