SMART Wealth LLC
SMART Wealth LLC reported 222 positions worth $464.0M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: BILZ (6.3%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BILZ | SH | $29.0M | 6.25% | 287,474 | — | — | |
| ▸ 2 | NVDA | SH | $15.3M | 3.29% | 76,294 | — | — | |
| ▸ 3 | IVV | SH | $10.8M | 2.32% | 14,406 | — | — | |
| ▸ 4 | SPY | SH | $9.8M | 2.11% | 13,093 | — | — | |
| ▸ 5 | SGRT | SH | $9.0M | 1.94% | 240,266 | — | — | |
| ▸ 6 | STRN | SH | $8.8M | 1.90% | 306,434 | — | — | |
| ▸ 7 | RDVY | SH | $8.4M | 1.80% | 103,047 | — | — | |
| ▸ 8 | JEPI | SH | $8.1M | 1.74% | 143,327 | — | — | |
| ▸ 9 | SPMO | SH | $7.4M | 1.60% | 45,954 | — | — | |
| ▸ 10 | XLSR | SH | $7.1M | 1.53% | 109,367 | — | — |
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Frequently Asked Questions
What stocks does SMART Wealth LLC hold as of Q2 2026?
SMART Wealth LLC reported 222 positions worth $464.0M in its Q2 2026 13F filing. Largest positions: BILZ (6.3%), NVDA (3.3%), IVV (2.3%), SPY (2.1%) and SGRT (1.9%).
What did SMART Wealth LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SMART Wealth 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.