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Smallwood Wealth Investment Management, LLC
Updated 6 days agoManaged by Smallwood Wealth Investment Management, Llc • Latest filing Q3 2026
Portfolio value
$236.8M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $191M |
| Q1 2026 | $189.7M |
| Q2 2026 | $228.9M |
| Q3 2026 | $236.8M |
Top holdings
613 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $57.4M | 345.4K | 24.25% | — | |
| 2 | $16.5M | 49.4K | 6.95% | — | |
| 3 | $11.7M | 212.2K | 4.92% | — | |
| 4 | $11.2M | 30.0K | 4.74% | — | |
| 5 | $8.8M | 44.9K | 3.71% | — | |
| 6 | $7.5M | 106.8K | 3.16% | — | |
| 7 | $7.4M | 151.6K | 3.13% | — | |
| 8 | $7M | 100.6K | 2.94% | — | |
| 9 | $6.1M | 122.9K | 2.57% | — | |
| 10 | $4.7M | 206.7K | 2.00% | — | |
| 11 | $4.6M | 116.5K | 1.96% | — | |
| 12 | $4.4M | 59.9K | 1.86% | — | |
| 13 | $3.7M | 21.3K | 1.55% | — | |
| 14 | $3.6M | 15.6K | 1.50% | — | |
| 15 | $3.4M | 56.3K | 1.46% | — | |
| 16 | $3.2M | 94.1K | 1.37% | — | |
| 17 | $3.2M | 20.8K | 1.34% | — | |
| 18 | $3.1M | 69.9K | 1.32% | — | |
| 19 | ? N/A INVESCO EXCHANGE TRADED FD T | $3.1M | 22.2K | 1.30% | — |
| 20 | $3M | 15.8K | 1.28% | — |