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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 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 IVV ISHARES TR 370.0 $253K 0.23% NEW $684.94 +7.6%
62 JNK SPDR SERIES TRUST 2,478.0 $241K 0.22% NEW $97.21 -1.7%
63 GE GE AEROSPACE Industrials 759.0 $234K 0.21% NEW $308.03 -7.2%
64 DVY ISHARES TR 1,650.0 $233K 0.21% NEW $141.14 +8.2%
65 DON WISDOMTREE TR 4,473.0 $231K 0.21% NEW $51.60 +4.7%
66 COST COSTCO WHSL CORP NEW Consumer Defensive 266.0 $229K 0.21% NEW $862.34 +21.6%
67 FVD FIRST TR EXCHANGE-TRADED FD 4,940.0 $228K 0.21% NEW $46.08 +2.6%
68 PFE PFIZER INC Healthcare 9,085.0 $226K 0.21% NEW $24.90 +1.7%
69 JPM JPMORGAN CHASE & CO. Financial Services 700.0 $226K 0.21% NEW $322.22 -6.7%
70 MOAT VANECK ETF TRUST 2,159.0 $224K 0.21% NEW $103.56 -3.7%
71 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 367.0 $221K 0.20% NEW $603.28 +8.1%
72 BSV VANGUARD BD INDEX FDS 2,757.0 $217K 0.20% NEW $78.81 -1.4%
73 LH LABCORP HOLDINGS INC Healthcare 854.0 $214K 0.20% NEW $250.88 +1.9%
74 MDLZ MONDELEZ INTL INC Consumer Defensive 3,974.0 $214K 0.20% NEW $53.83 +14.5%
75 MO ALTRIA GROUP INC Consumer Defensive 3,600.0 $208K 0.19% NEW $57.66 +27.9%
76 MCD MCDONALDS CORP Consumer Cyclical 662.0 $202K 0.19% NEW $305.63 -7.6%
77 PDBC INVESCO ACTVELY MNGD ETC FD 14,729.0 $195K 0.18% NEW $13.25 +42.2%
78 NMCO NUVEEN MUN CR OPPORTUNITIES Financial Services 16,700.0 $171K 0.16% NEW $10.23 +3.8%
Page 4 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%