Smallwood Wealth Investment Management, LLC
Smallwood Wealth Investment Management, LLC reported 529 positions worth $228.9M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: ITOT (25.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ITOT | SH | $57.1M | 24.95% | 347,654 | — | — | |
| ▸ 2 | AAPL | SH | $13.2M | 5.75% | 45,493 | — | — | |
| ▸ 3 | VTI | SH | $11.2M | 4.88% | 30,179 | — | — | |
| ▸ 4 | DBEF | SH | $11.1M | 4.83% | 202,503 | — | — | |
| ▸ 5 | VOE | SH | $8.9M | 3.90% | 45,164 | — | — | |
| ▸ 6 | FRDM | SH | $8.5M | 3.70% | 116,318 | — | — | |
| ▸ 7 | HELO | SH | $7.2M | 3.15% | 106,768 | — | — | |
| ▸ 8 | CGDV | SH | $7.0M | 3.04% | 141,238 | — | — | |
| ▸ 9 | PULS | SH | $6.9M | 3.03% | 140,180 | — | — | |
| ▸ 10 | CGGO | SH | $5.0M | 2.17% | 117,463 | — | — |
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Frequently Asked Questions
What stocks does Smallwood Wealth Investment Management, LLC hold as of Q2 2026?
Smallwood Wealth Investment Management, LLC reported 529 positions worth $228.9M in its Q2 2026 13F filing. Largest positions: ITOT (25.0%), AAPL (5.8%), VTI (4.9%), DBEF (4.8%) and VOE (3.9%).
What did Smallwood Wealth Investment Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Smallwood Wealth Investment Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.