Smallwood Wealth Investment Management, LLC
Q3 2026 13F filing
Updated 6 days ago613 disclosed positions worth $236.8M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $57.4M | 345.4K | 24.25% | — |
| 2 | A APPLE INC | $16.5M | 49.4K | 6.95% | — |
| 3 | P DBX ETF TR | $11.7M | 212.2K | 4.92% | — |
| 4 | V VANGUARD INDEX FDS | $11.2M | 30.0K | 4.74% | — |
| 5 | V VANGUARD INDEX FDS | $8.8M | 44.9K | 3.71% | — |
| 6 | F EA SERIES TRUST | $7.5M | 106.8K | 3.16% | — |
| 7 | C CAPITAL GROUP DIVIDEND VALUE | $7.4M | 151.6K | 3.13% | — |
| 8 | M J P MORGAN EXCHANGE TRADED F | $7M | 100.6K | 2.94% | — |
| 9 | O PGIM ETF TR | $6.1M | 122.9K | 2.57% | — |
| 10 | M NYLIM ACTIVE ETF TR | $4.7M | 206.7K | 2.00% | — |
| 11 | C CAPITAL GROUP GBL GROWTH EQT | $4.6M | 116.5K | 1.96% | — |
| 12 | B WISDOMTREE TR | $4.4M | 59.9K | 1.86% | — |
| 13 | V VANGUARD WORLD FD | $3.7M | 21.3K | 1.55% | — |
| 14 | N NVIDIA CORPORATION | $3.6M | 15.6K | 1.50% | — |
| 15 | J J P MORGAN EXCHANGE TRADED F | $3.4M | 56.3K | 1.46% | — |
| 16 | J JPMORGAN CHASE FINL CO LLC | $3.2M | 94.1K | 1.37% | — |
| 17 | I INTERCONTINENTAL EXCHANGE IN | $3.2M | 20.8K | 1.34% | — |
| 18 | J J P MORGAN EXCHANGE TRADED F | $3.1M | 69.9K | 1.32% | — |
| 19 | ? N/A INVESCO EXCHANGE TRADED FD T | $3.1M | 22.2K | 1.30% | — |
| 20 | P PHILIP MORRIS INTL INC | $3M | 15.8K | 1.28% | — |
| 21 | M MICROSOFT CORP | $2.7M | 5.3K | 1.15% | — |
| 22 | F FLEXSHARES TR | $2.5M | 48.2K | 1.07% | — |
| 23 | G ALPHABET INC | $2.5M | 7.2K | 1.04% | — |
| 24 | S SPDR SERIES TRUST | $1.9M | 18.5K | 0.82% | — |
| 25 | X EXXONMOBIL HOLDINGS CORP | $1.9M | 11.4K | 0.78% | — |
| 26 | J J P MORGAN EXCHANGE TRADED F | $1.8M | 31.9K | 0.76% | — |
| 27 | E ISHARES TR | $1.8M | 17.4K | 0.74% | — |
| 28 | A AMAZON COM INC | $1.7M | 6.7K | 0.71% | — |
| 29 | S SCHWAB STRATEGIC TR | $1.4M | 52.1K | 0.60% | — |
| 30 | G ALPHABET INC | $1.4M | 4.0K | 0.59% | — |
| 31 | P PROCTER & GAMBLE CO | $1.2M | 8.5K | 0.52% | — |
| 32 | L ELI LILLY & CO | $1.2M | 1.0K | 0.50% | — |
| 33 | V VANGUARD INDEX FDS | $1.1M | 1.6K | 0.48% | — |
| 34 | C CHEVRON CORPORATION | $920K | 4.5K | 0.39% | — |
| 35 | C CATERPILLAR INC | $825K | 1.0K | 0.35% | — |
| 36 | I INTERNATIONAL BUSINESS MACHS | $791K | 3.6K | 0.33% | — |
| 37 | P HYPERLIQUID STRATEGIES INC | $768K | 62.6K | 0.32% | — |
| 38 | M META PLATFORMS INC | $754K | 1.0K | 0.32% | — |
| 39 | A ABBVIE INC | $740K | 2.8K | 0.31% | — |
| 40 | J JPMORGAN CHASE & CO | $671K | 2.0K | 0.28% | — |
| 41 | V VANGUARD INTL EQUITY INDEX F | $622K | 7.5K | 0.26% | — |
| 42 | M MONDELEZ INTL INC | $615K | 10.6K | 0.26% | — |
| 43 | A BROADCOM INC | $613K | 1.7K | 0.26% | — |
| 44 | J JOHNSON & JOHNSON | $601K | 2.3K | 0.25% | — |
| 45 | K KLA CORP | $589K | 3.0K | 0.25% | — |
| 46 | D DISNEY WALT CO | $562K | 5.4K | 0.24% | — |
| 47 | F FIRST TR EXCHNG TRADED FD VI | $560K | 14.9K | 0.24% | — |
| 48 | N NEW JERSEY RES CORP | $539K | 10.7K | 0.23% | — |
| 49 | J J P MORGAN EXCHANGE TRADED F | $537K | 11.5K | 0.23% | — |
| 50 | N NETFLIX INC. | $532K | 7.6K | 0.22% | — |