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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 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMAT APPLIED MATLS INC Technology 337.0 $244K 0.19% NEW $723.00 -34.2%
62 RJF RAYMOND JAMES FINL INC Financial Services 1,600.0 $243K 0.19% $152.03 +15.3%
63 LH LABCORP HOLDINGS INC Healthcare 854.0 $239K 0.19% $280.00 +21.7%
64 VV VANGUARD INDEX FDS 694.0 $239K 0.19% $343.91 +3.2%
65 BLV VANGUARD BD INDEX FDS 3,431.0 $236K 0.19% -3K -47.9% $68.93 -3.4%
66 JPM JPMORGAN CHASE & CO Financial Services 700.0 $229K 0.18% $327.33 +8.4%
67 DKS DICKS SPORTING GOODS INC Consumer Cyclical 1,000.0 $227K 0.18% NEW $226.81 -42.5%
68 INTC INTEL CORP Technology 1,590.0 $222K 0.18% NEW $139.63 -35.2%
69 DUK DUKE ENERGY CORP NEW Utilities 1,664.0 $211K 0.17% -136.0 -7.6% $126.58 -4.5%
70 AMZN AMAZON COM INC Consumer Cyclical 860.0 $205K 0.16% NEW $238.34 +7.1%
71 VEA VANGUARD TAX-MANAGED FDS 2,870.0 $204K 0.16% NEW $71.25 +2.8%
72 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 287.0 $202K 0.16% NEW $703.34 -0.7%
73 NSC NORFOLK SOUTHN CORP Industrials 637.0 $200K 0.16% NEW $314.59 +10.9%
Page 4 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%