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Smallwood Wealth Investment Management

Latest statistics and disclosures from Smallwood Wealth Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are ITOT, AAPL, VTI, VOE, FRDM, and represent 44.61% of Smallwood Wealth Investment Management's stock portfolio.
Added to shares of these 10 stocks: PULS, HELO, CGDV, JEPQ, JCPB, FBND, DFSD, VONG, SPXX, IVV.
Started 26 new stock positions in SNDK, DFSD, CRSP, HYMB, AIPO, AZN, IJR, IAG, VSNT, VOOV.
Reduced shares in these 10 stocks: ITOT, GUNR, LQD, IEFA, RWR, AAPL, BR, GOOGL, ICE, .
Sold out of its positions in ASGN, ANF, AstraZeneca, BCBP, BDX, CBXJ, CAPL, GSIE, GEM, GSLC. LRGF, IUSB, USHY, KVUE, Nuveen Equity Premium Income Fund, Nuveen Dow 30 Dyn Overwrite, OPENW, OPENL, OPENZ, Tegna.
Smallwood Wealth Investment Management was a net buyer of stock by $995k.
Smallwood Wealth Investment Management has $190M in assets under management (AUM), dropping by -0.68%.
Central Index Key (CIK): 0001921304

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Portfolio Holdings for Smallwood Wealth Investment Management

Smallwood Wealth Investment Management holds 527 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Smallwood Wealth Investment Management has 527 total positions. Only the first 250 positions are shown.

Sign up to view all of the Smallwood Wealth Investment Management March 31, 2026 positions
Download the Smallwood Wealth Investment Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	25.7	$49M		343k	142.43	View chart
Apple (AAPL)	6.1	$12M		46k	253.79	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	5.1	$9.7M		30k	320.82	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	4.3	$8.2M		44k	184.28	View chart
Ea Series Trust Freedom 100 Em (FRDM)	3.3	$6.3M		116k	54.65	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	3.0	$5.7M	+7%	89k	63.91	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	2.9	$5.5M	+4%	130k	42.54	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	2.9	$5.5M	+19%	111k	49.50	View chart
Intercontinental Exchange (ICE)	2.8	$5.4M		34k	157.28	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	2.1	$4.0M		58k	69.89	View chart
New York Life Invts Active E Nyli Mackay Mun (MMIT)	2.1	$4.0M		165k	24.11	View chart
Vanguard World Energy Etf (VDE)	2.1	$3.9M		23k	173.04	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	2.0	$3.9M		116k	33.37	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	1.7	$3.2M		92k	34.57	View chart
Flexshares Tr Mornstar Upstr (GUNR)	1.5	$2.8M	-5%	51k	55.16	View chart
Philip Morris International (PM)	1.4	$2.6M		16k	165.35	View chart
NVIDIA Corporation (NVDA)	1.2	$2.4M		14k	174.41	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.1	$2.2M	+11%	39k	55.52	View chart
Exxon Mobil Corporation (XOM)	1.1	$2.1M		13k	169.66	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$2.1M		7.2k	286.89	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.0	$2.0M	+8%	42k	47.08	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	1.0	$2.0M	+2%	16k	124.40	View chart
Ishares Tr National Mun Etf (MUB)	1.0	$1.9M		18k	106.15	View chart
Microsoft Corporation (MSFT)	1.0	$1.8M		4.9k	370.21	View chart
Spdr Series Trust State Street Spd (RWR)	0.9	$1.7M	-6%	17k	100.97	View chart
International Business Machines (IBM)	0.7	$1.4M		5.8k	242.40	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$1.4M		55k	24.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.7	$1.3M		23k	56.68	View chart
Procter & Gamble Company (PG)	0.6	$1.2M		8.4k	144.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$996k		1.7k	597.63	View chart
Chevron Corporation (CVX)	0.5	$881k		4.3k	206.93	View chart
Amazon (AMZN)	0.4	$849k		4.1k	208.27	View chart
Caterpillar (CAT)	0.4	$729k		1.0k	708.73	View chart
Netflix (NFLX)	0.4	$722k		7.5k	96.15	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$613k		11k	57.64	View chart
JPMorgan Chase & Co. (JPM)	0.3	$601k		2.0k	294.16	View chart
Broadcom (AVGO)	0.3	$601k		1.9k	309.55	View chart
Johnson & Johnson (JNJ)	0.3	$588k		2.4k	244.54	View chart
New Jersey Resources Corporation (NJR)	0.3	$584k		11k	54.92	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$582k	-4%	7.7k	75.10	View chart
Home Depot (HD)	0.3	$581k		1.8k	328.89	View chart
Broadridge Financial Solutions (BR)	0.3	$547k	-10%	3.4k	162.53	View chart
Abbvie (ABBV)	0.3	$544k		2.5k	217.49	View chart
Walt Disney Company (DIS)	0.3	$514k	-3%	5.3k	96.39	View chart
At&t (T)	0.3	$497k		17k	28.99	View chart
Public Service Enterprise (PEG)	0.2	$442k		5.5k	80.95	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$420k		1.7k	248.03	View chart
Bristol Myers Squibb (BMY)	0.2	$399k		6.6k	60.66	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$397k	+2%	8.3k	47.82	View chart
Progyny (PGNY)	0.2	$395k		23k	16.98	View chart
Merck & Co (MRK)	0.2	$389k		3.2k	120.31	View chart
Oracle Corporation (ORCL)	0.2	$384k		2.6k	147.15	View chart
Meta Platforms Cl A (META)	0.2	$374k		654.00	572.19	View chart
Pepsi (PEP)	0.2	$372k		2.4k	155.34	View chart
Altria (MO)	0.2	$357k		5.4k	66.00	View chart
Wheaton Precious Metals Corp (WPM)	0.2	$354k		2.7k	131.01	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$344k	-29%	3.2k	108.99	View chart
Valley National Ban (VLY)	0.2	$343k		28k	12.28	View chart
Morgan Stanley Com New (MS)	0.2	$339k		2.1k	164.65	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.2	$335k		66k	5.10	View chart
Spdr Series Trust State Street Spd (SPYV)	0.2	$331k		5.8k	56.58	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.2	$317k	-5%	4.1k	77.18	View chart
M&T Bank Corporation (MTB)	0.2	$315k		1.5k	206.72	View chart
Amgen (AMGN)	0.2	$311k		884.00	351.98	View chart
Palantir Technologies Cl A (PLTR)	0.2	$303k	-16%	2.1k	146.28	View chart
Linde SHS (LIN)	0.2	$300k		605.00	496.35	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.2	$292k		4.9k	59.03	View chart
Wal-Mart Stores (WMT)	0.2	$287k		2.3k	124.30	View chart
Boeing Company (BA)	0.1	$267k		1.3k	199.06	View chart
Colgate-Palmolive Company (CL)	0.1	$263k	-13%	3.1k	85.23	View chart
Verizon Communications (VZ)	0.1	$252k		5.0k	50.20	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$248k		816.00	304.32	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$226k		525.00	430.29	View chart
McDonald's Corporation (MCD)	0.1	$225k		722.00	311.09	View chart
Lockheed Martin Corporation (LMT)	0.1	$220k	+2%	363.00	605.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$215k	-22%	746.00	287.56	View chart
Motorola Solutions Com New (MSI)	0.1	$213k		491.00	434.58	View chart
Comcast Corp Cl A (CMCSA)	0.1	$199k	-17%	6.9k	28.71	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.1	$198k		8.0k	24.76	View chart
Raytheon Technologies Corp (RTX)	0.1	$191k		991.00	192.90	View chart
Nuveen Nj Div Advantage Mun (NXJ)	0.1	$189k		15k	12.30	View chart
Visa Com Cl A (V)	0.1	$186k	-2%	616.00	302.29	View chart
Eli Lilly & Co. (LLY)	0.1	$185k		201.00	919.77	View chart
Inventrust Pptys Corp Com New (IVT)	0.1	$185k		6.1k	30.46	View chart
Church & Dwight (CHD)	0.1	$167k		1.8k	93.37	View chart
Marvell Technology (MRVL)	0.1	$166k		1.7k	99.05	View chart
American Express Company (AXP)	0.1	$162k	-25%	535.00	302.48	View chart
Ge Vernova (GEV)	0.1	$156k		179.00	872.90	View chart
Cisco Systems (CSCO)	0.1	$155k	-3%	2.0k	77.62	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$155k		1.2k	132.90	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$154k		4.0k	38.42	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$154k		1.4k	110.47	View chart
Duke Energy Corp Com New (DUK)	0.1	$154k		1.2k	130.99	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$150k		1.3k	115.06	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$147k		1.2k	118.62	View chart
Travelers Companies (TRV)	0.1	$146k	-4%	499.00	292.05	View chart
Micron Technology (MU)	0.1	$144k	+54%	426.00	338.42	View chart
Corning Incorporated (GLW)	0.1	$139k		1.0k	135.97	View chart
Pfizer (PFE)	0.1	$138k		4.9k	28.08	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$136k		4.0k	33.86	View chart
Republic Services (RSG)	0.1	$134k		610.00	219.02	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$133k		205.00	650.34	View chart
Fs Kkr Capital Corp (FSK)	0.1	$133k		13k	10.18	View chart
Lowe's Companies (LOW)	0.1	$132k	-8%	560.00	236.28	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$129k		6.0k	21.49	View chart
Automatic Data Processing (ADP)	0.1	$128k		630.00	203.18	View chart
Southern Company (SO)	0.1	$126k		1.3k	96.52	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$125k	NEW	2.7k	45.62	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$125k		658.00	189.86	View chart
Valero Energy Corporation (VLO)	0.1	$124k		500.00	247.08	View chart
PNC Financial Services (PNC)	0.1	$123k		591.00	208.09	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$122k		465.00	261.92	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$121k	+89%	184.00	656.67	View chart
Wells Fargo & Company (WFC)	0.1	$116k	-9%	1.5k	79.63	View chart
Costco Wholesale Corporation (COST)	0.1	$116k		116.00	996.42	View chart
Ptc Therapeutics I (PTCT)	0.1	$115k		1.7k	68.13	View chart
Coca-Cola Company (KO)	0.1	$115k		1.5k	76.05	View chart
Blackrock (BLK)	0.1	$110k		114.00	961.70	View chart
Take-Two Interactive Software (TTWO)	0.1	$109k	+100%	550.00	197.50	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$103k		1.0k	99.27	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$101k	+130%	2.6k	38.96	View chart
Abbott Laboratories (ABT)	0.1	$98k		953.00	102.72	View chart
Eastman Chemical Company (EMN)	0.1	$98k		1.3k	76.32	View chart
MasTec (MTZ)	0.1	$97k		300.00	321.74	View chart
Kinder Morgan (KMI)	0.1	$96k		2.9k	33.53	View chart
Dimensional Etf Trust Short Duration F (DFSD)	0.1	$96k	NEW	2.0k	47.88	View chart
Mastercard Incorporated Cl A (MA)	0.0	$95k		189.00	501.37	View chart
Lpl Financial Holdings (LPLA)	0.0	$94k		312.00	300.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.0	$92k	+2%	160.00	577.68	View chart
Bank of America Corporation (BAC)	0.0	$92k		1.9k	48.75	View chart
Bank of New York Mellon Corporation (BK)	0.0	$91k		770.00	118.63	View chart
Eaton Corp SHS (ETN)	0.0	$89k		250.00	357.67	View chart
Tesla Motors (TSLA)	0.0	$89k		239.00	371.75	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$86k		580.00	148.10	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$86k		856.00	99.86	View chart
Cummins (CMI)	0.0	$81k		150.00	538.02	View chart
CVS Caremark Corporation (CVS)	0.0	$80k		1.1k	71.82	View chart
Ge Aerospace Com New (GE)	0.0	$80k		281.00	283.77	View chart
Norfolk Southern (NSC)	0.0	$79k		275.00	287.00	View chart
Lam Research Corp Com New (LRCX)	0.0	$77k		360.00	213.66	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$77k	+51%	1.1k	67.53	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$76k	NEW	689.00	109.69	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.0	$74k	+748%	4.6k	16.07	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$74k		1.5k	48.05	View chart
Hldgs (UAL)	0.0	$73k		790.00	92.07	View chart
American Electric Power Company (AEP)	0.0	$72k		550.00	131.08	View chart
International Flavors & Fragrances (IFF)	0.0	$72k		987.00	72.55	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$70k		150.00	463.19	View chart
Applied Materials (AMAT)	0.0	$69k		203.00	341.79	View chart
UnitedHealth (UNH)	0.0	$69k		254.00	270.59	View chart
Dell Technologies CL C (DELL)	0.0	$68k		416.00	164.13	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$68k		822.00	82.75	View chart
Citigroup Com New (C)	0.0	$68k	+69%	596.00	113.42	View chart
Thermo Fisher Scientific (TMO)	0.0	$65k		132.00	491.52	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$64k		150.00	426.40	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$64k		900.00	70.51	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$62k		2.0k	30.68	View chart
salesforce (CRM)	0.0	$62k	-2%	329.00	186.80	View chart
Consolidated Edison (ED)	0.0	$60k		532.00	113.20	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$60k		890.00	66.86	View chart
Yum! Brands (YUM)	0.0	$59k		382.00	155.57	View chart
ConocoPhillips (COP)	0.0	$59k		448.00	132.27	View chart
Chipotle Mexican Grill (CMG)	0.0	$59k		1.9k	32.01	View chart
Capital One Financial (COF)	0.0	$59k		322.00	182.43	View chart
PPG Industries (PPG)	0.0	$57k		534.00	106.96	View chart
Deere & Company (DE)	0.0	$56k		100.00	563.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$56k		630.00	88.70	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$56k		2.2k	25.64	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$56k		90.00	616.76	View chart
Putnam Managed Municipal Income Trust (PMM)	0.0	$55k		9.0k	6.15	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$55k		800.00	68.14	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$54k		2.0k	27.46	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$54k		1.1k	49.37	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$54k		121.00	446.54	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$53k	+12%	938.00	56.79	View chart
Medtronic SHS (MDT)	0.0	$53k		611.00	86.65	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.0	$53k	-23%	1.0k	52.76	View chart
F.N.B. Corporation (FNB)	0.0	$52k		3.1k	16.72	View chart
Sentinelone Cl A (S)	0.0	$52k		4.0k	12.88	View chart
Willis Towers Watson SHS (WTW)	0.0	$52k		177.00	290.69	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$51k		2.0k	25.55	View chart
SLB Com Stk (SLB)	0.0	$51k	-6%	990.00	51.39	View chart
Chubb (CB)	0.0	$49k		150.00	325.93	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.0	$46k	NEW	875.00	52.70	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$46k		444.00	102.44	View chart
Phillips 66 (PSX)	0.0	$45k		246.00	182.46	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$44k		209.00	211.15	View chart
Enterprise Products Partners (EPD)	0.0	$44k		1.2k	37.87	View chart
Brown & Brown (BRO)	0.0	$44k		668.00	65.21	View chart
Advanced Micro Devices (AMD)	0.0	$43k		213.00	203.43	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$43k	-76%	477.00	90.53	View chart
Kite Realty Group Trust Com New (KRG)	0.0	$43k		1.7k	24.55	View chart
Intel Corporation (INTC)	0.0	$42k		952.00	44.18	View chart
Welltower Inc Com reit (WELL)	0.0	$41k		207.00	197.71	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$41k		419.00	97.13	View chart
Hartford Financial Services (HIG)	0.0	$41k		300.00	135.23	View chart
Neurocrine Biosciences (NBIX)	0.0	$40k		305.00	131.74	View chart
Kkr & Co (KKR)	0.0	$40k		434.00	92.56	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$40k		454.00	88.16	View chart
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM)	0.0	$39k		6.5k	6.01	View chart
T. Rowe Price (TROW)	0.0	$38k		426.00	90.14	View chart
Servicenow (NOW)	0.0	$38k	+38%	360.00	104.55	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$37k		53.00	697.72	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$36k		307.00	118.60	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$36k		328.00	110.36	View chart
Royal Gold (RGLD)	0.0	$36k		139.00	256.27	View chart
FedEx Corporation (FDX)	0.0	$36k		100.00	356.18	View chart
Stryker Corporation (SYK)	0.0	$35k		106.00	330.97	View chart
Adobe Systems Incorporated (ADBE)	0.0	$35k	-14%	142.00	243.08	View chart
Starwood Property Trust (STWD)	0.0	$34k		2.0k	17.22	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.0	$34k		1.4k	23.98	View chart
General Dynamics Corporation (GD)	0.0	$34k		100.00	343.22	View chart
Tractor Supply Company (TSCO)	0.0	$34k		750.00	45.30	View chart
Freeport Mcmoran CL B (FCX)	0.0	$34k		576.00	58.78	View chart
Kimberly-Clark Corporation (KMB)	0.0	$34k		350.00	96.47	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$34k		2.4k	13.80	View chart
3M Company (MMM)	0.0	$34k		231.00	145.23	View chart
Uber Technologies (UBER)	0.0	$33k		465.00	71.93	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$33k		84.00	390.40	View chart
Hancock John Pfd Income Sh Ben Int (HPI)	0.0	$33k		2.1k	15.69	View chart
CenterPoint Energy (CNP)	0.0	$32k		750.00	43.16	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$32k		425.00	75.15	View chart
Gilead Sciences (GILD)	0.0	$31k		225.00	139.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$31k		578.00	54.05	View chart
Novartis Sponsored Adr (NVS)	0.0	$31k		200.00	152.75	View chart
Tc Energy Corp (TRP)	0.0	$30k		485.00	62.63	View chart
Royal Caribbean Cruises (RCL)	0.0	$30k		109.00	275.17	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$30k		1.9k	15.65	View chart
Ford Motor Company (F)	0.0	$29k	-8%	2.5k	11.54	View chart
Constellation Energy (CEG)	0.0	$28k		100.00	279.25	View chart
Spdr Series Trust State Street Spd (XTN)	0.0	$28k		300.00	93.00	View chart
Shell Spon Ads (SHEL)	0.0	$28k		300.00	93.00	View chart
Cadence Design Systems (CDNS)	0.0	$28k		100.00	277.87	View chart
S&p Global (SPGI)	0.0	$27k		64.00	425.33	View chart
Nextera Energy (NEE)	0.0	$27k		291.00	92.88	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$26k	NEW	519.00	49.89	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$26k		400.00	63.94	View chart
First Commonwealth Financial (FCF)	0.0	$25k		1.4k	17.58	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$25k		226.00	110.86	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$25k	-16%	2.0k	12.34	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.0	$25k		374.00	65.69	View chart
Digital Realty Trust (DLR)	0.0	$24k		134.00	180.21	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$24k		385.00	62.68	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.0	$24k		227.00	106.01	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$24k	NEW	380.00	62.56	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$24k		250.00	93.87	View chart
Illinois Tool Works (ITW)	0.0	$23k		90.00	260.29	View chart
NiSource (NI)	0.0	$23k		500.00	46.66	View chart
Ishares Tr Global Energ Etf (IXC)	0.0	$23k		400.00	57.61	View chart
Keysight Technologies (KEYS)	0.0	$23k		81.00	282.36	View chart

Past Filings by Smallwood Wealth Investment Management

SEC 13F filings are viewable for Smallwood Wealth Investment Management going back to 2021

Smallwood Wealth Investment Management 2026 Q1 filed April 22, 2026
Smallwood Wealth Investment Management 2025 Q4 filed Jan. 23, 2026
Smallwood Wealth Investment Management 2025 Q3 filed Oct. 17, 2025
Smallwood Wealth Investment Management 2025 Q2 filed Oct. 3, 2025
Smallwood Wealth Investment Management 2025 Q1 filed April 25, 2025
Smallwood Wealth Investment Management 2024 Q4 filed Jan. 17, 2025
Smallwood Wealth Investment Management 2024 Q3 filed Oct. 16, 2024
Smallwood Wealth Investment Management 2024 Q2 filed July 26, 2024
Smallwood Wealth Investment Management 2024 Q1 filed April 25, 2024
Smallwood Wealth Investment Management 2023 Q4 filed Jan. 23, 2024
Smallwood Wealth Investment Management 2023 Q3 filed Oct. 31, 2023
Smallwood Wealth Investment Management 2023 Q2 filed July 17, 2023
Smallwood Wealth Investment Management 2023 Q1 filed April 25, 2023
Smallwood Wealth Investment Management 2022 Q4 filed Feb. 14, 2023
Smallwood Wealth Investment Management 2022 Q3 filed Nov. 14, 2022
Smallwood Wealth Investment Management 2022 Q2 filed Aug. 8, 2022

View all past filings

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