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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, DBEF, VOE, and represent 44.32% of Smallwood Wealth Investment Management's stock portfolio.
Added to shares of these 10 stocks: DBEF (+$11M), PULS, HELO, KLAC, ITOT, LLY, CGDV, BUFR, IJAN, MMIT.
Started 30 new stock positions in FSSL, BUFR, DBEF, VTV, GLDB, FTGC, MRSK, IGLD, RKLB, DVN.
Reduced shares in these 10 stocks: , PGNY, AAPL, ADP, , AVGO, JLL, ABT, CLOI, META.
Sold out of its positions in MFIC, ACA, ADP, BWA, CTRA, Carnival Corporation, DKS, DFIV, Dupont De Nemours, FDVV.
Smallwood Wealth Investment Management was a net buyer of stock by $20M.
Smallwood Wealth Investment Management has $229M in assets under management (AUM), dropping by 20.63%.
Central Index Key (CIK): 0001921304

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Portfolio Holdings for Smallwood Wealth Investment Management

Smallwood Wealth Investment Management holds 529 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Smallwood Wealth Investment Management has 529 total positions. Only the first 250 positions are shown.

Sign up to view all of the Smallwood Wealth Investment Management June 30, 2026 positions
Download the Smallwood Wealth Investment Management June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Ttl Stk (ITOT)	25.0	$57M		348k	164.27	View chart
Apple (AAPL)	5.8	$13M		46k	289.36	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	4.9	$11M		30k	370.05	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	4.8	$11M	NEW	203k	54.63	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.9	$8.9M		45k	197.60	View chart
Ea Series Trust Freedom 100 Em (FRDM)	3.7	$8.5M		116k	72.90	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	3.2	$7.2M	+19%	107k	67.58	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	3.0	$7.0M	+8%	141k	49.28	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	3.0	$6.9M	+26%	140k	49.55	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	2.2	$5.0M		118k	42.33	View chart
New York Life Invts Active E Mackay Mun Inter (MMIT)	1.9	$4.4M	+10%	182k	24.35	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	1.9	$4.3M	+2%	59k	73.21	View chart
Intercontinental Exchange (ICE)	1.8	$4.2M		34k	123.11	View chart
Vanguard World Energy Etf (VDE)	1.5	$3.5M	+2%	23k	150.13	View chart
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)	1.4	$3.2M		93k	34.49	View chart
Philip Morris International (PM)	1.3	$2.9M		16k	180.91	View chart
NVIDIA Corporation (NVDA)	1.2	$2.8M		14k	200.10	View chart
Flexshares Tr Mornstar Upstr (GUNR)	1.1	$2.6M		52k	49.28	View chart
Alphabet Cap Stk Cl C (GOOG)	1.1	$2.6M		7.2k	353.37	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	1.1	$2.5M	+6%	17k	149.06	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	1.1	$2.5M	+3%	41k	61.46	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	1.0	$2.4M	+20%	51k	46.94	View chart
Spdr Series Trust St Str Dow Reit (RWR)	0.9	$2.0M	+3%	18k	112.97	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$1.9M		18k	107.62	View chart
Microsoft Corporation (MSFT)	0.8	$1.8M		4.9k	373.06	View chart
Exxon Mobil Corporation (XOM)	0.8	$1.7M		13k	136.73	View chart
International Business Machines (IBM)	0.7	$1.6M		5.8k	281.22	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.7	$1.5M		55k	27.70	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$1.4M	+13%	26k	56.48	View chart
Procter & Gamble Company (PG)	0.5	$1.2M		8.3k	146.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.1M		1.6k	686.95	View chart
Caterpillar (CAT)	0.5	$1.1M		1.0k	1065.31	View chart
Amazon (AMZN)	0.4	$998k	+2%	4.2k	238.34	View chart
Kla Corp Com New (KLAC)	0.4	$905k	NEW	3.0k	301.71	View chart
Eli Lilly & Co. (LLY)	0.4	$836k	+246%	697.00	1199.43	View chart
Chevron Corporation (CVX)	0.3	$706k		4.3k	165.80	View chart
JPMorgan Chase & Co. (JPM)	0.3	$664k		2.0k	327.33	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$645k		7.7k	83.75	View chart
Abbvie (ABBV)	0.3	$627k		2.5k	251.64	View chart
Broadcom (AVGO)	0.3	$625k	-14%	1.7k	377.81	View chart
Home Depot (HD)	0.3	$622k		1.8k	352.68	View chart
Mondelez Intl Cl A (MDLZ)	0.3	$616k		11k	57.84	View chart
Johnson & Johnson (JNJ)	0.3	$611k		2.4k	254.07	View chart
New Jersey Resources Corporation (NJR)	0.3	$597k		11k	56.04	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.2	$546k	NEW	15k	36.53	View chart
Progyny (PGNY)	0.2	$533k	-20%	19k	28.83	View chart
Netflix (NFLX)	0.2	$531k		7.4k	71.40	View chart
Walt Disney Company (DIS)	0.2	$511k		5.3k	96.26	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$510k		1.7k	300.49	View chart
Marvell Technology (MRVL)	0.2	$503k		1.7k	297.89	View chart
Micron Technology (MU)	0.2	$500k		432.00	1156.33	View chart
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)	0.2	$469k	+16%	9.7k	48.35	View chart
Innovator Etfs Trust Intrnl Dev Jan (IJAN)	0.2	$453k	NEW	12k	38.08	View chart
Morgan Stanley Com New (MS)	0.2	$449k	+4%	2.1k	209.13	View chart
Broadridge Financial Solutions (BR)	0.2	$446k	-3%	3.3k	136.98	View chart
Public Service Enterprise (PEG)	0.2	$443k		5.5k	81.16	View chart
Merck & Co (MRK)	0.2	$441k	+6%	3.4k	128.52	View chart
Amgen (AMGN)	0.2	$429k	+33%	1.2k	362.22	View chart
Valley National Ban (VLY)	0.2	$409k		28k	14.65	View chart
Altria (MO)	0.2	$389k		5.4k	71.96	View chart
Bristol Myers Squibb (BMY)	0.2	$379k		6.6k	57.63	View chart
M&T Bank Corporation (MTB)	0.2	$363k		1.5k	238.01	View chart
Spdr Series Trust St Str P500val (SPYV)	0.2	$355k		5.8k	60.79	View chart
At&t (T)	0.2	$355k		17k	20.70	View chart
Oracle Corporation (ORCL)	0.2	$353k	-7%	2.4k	146.56	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.2	$344k		3.2k	109.07	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$328k		66k	4.99	View chart
Meta Platforms Cl A (META)	0.1	$325k	-11%	576.00	563.38	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	0.1	$324k	NEW	12k	27.05	View chart
Pepsi (PEP)	0.1	$324k		2.4k	135.44	View chart
Linde SHS (LIN)	0.1	$314k		605.00	519.55	View chart
Boeing Company (BA)	0.1	$313k	+7%	1.4k	216.50	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$312k		4.1k	76.70	View chart
Wheaton Precious Metals Corp (WPM)	0.1	$303k		2.7k	112.32	View chart
Corning Incorporated (GLW)	0.1	$297k	+13%	1.2k	255.43	View chart
Colgate-Palmolive Company (CL)	0.1	$283k		3.1k	91.68	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$267k		746.00	357.37	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$265k	+125%	360.00	736.68	View chart
Northern Lights Fd Tr Toews Agilty Shs (MRSK)	0.1	$261k	NEW	6.8k	38.61	View chart
Wal-Mart Stores (WMT)	0.1	$257k		2.3k	113.28	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.1	$254k	NEW	5.7k	44.36	View chart
Palantir Technologies Cl A (PLTR)	0.1	$253k	+4%	2.2k	116.67	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.1	$253k		4.9k	51.05	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.1	$251k		8.0k	31.43	View chart
Visa Com Cl A (V)	0.1	$251k	+18%	730.00	343.26	View chart
Cisco Systems (CSCO)	0.1	$235k		2.0k	117.50	View chart
Truist Financial Corp equities (TFC)	0.1	$232k	NEW	4.6k	49.82	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$222k		1.2k	190.52	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$215k	+51%	1.9k	114.18	View chart
Verizon Communications (VZ)	0.1	$211k		5.0k	42.35	View chart
Ge Vernova (GEV)	0.1	$210k		179.00	1174.85	View chart
Motorola Solutions Com New (MSI)	0.1	$204k		491.00	415.87	View chart
American Express Company (AXP)	0.1	$198k	+9%	585.00	338.25	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$197k	-21%	637.00	309.95	View chart
McDonald's Corporation (MCD)	0.1	$195k		722.00	270.57	View chart
Inventrust Pptys Corp Com New (IVT)	0.1	$195k	-9%	5.5k	35.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$193k		525.00	368.38	View chart
Innovator Etfs Trust Emrgng Mkt July (EJUL)	0.1	$188k	NEW	6.0k	31.24	View chart
Raytheon Technologies Corp (RTX)	0.1	$188k		991.00	189.73	View chart
Lockheed Martin Corporation (LMT)	0.1	$185k		363.00	510.31	View chart
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)	0.1	$175k	+284%	3.9k	45.52	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.1	$173k		1.4k	124.76	View chart
Church & Dwight (CHD)	0.1	$173k		1.8k	96.93	View chart
Dell Technologies CL C (DELL)	0.1	$173k	-3%	400.00	431.46	View chart
Comcast Corp Cl A (CMCSA)	0.1	$170k		6.9k	24.55	View chart
Travelers Companies (TRV)	0.1	$165k		499.00	330.54	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.1	$162k		4.0k	40.21	View chart
Lam Research Corp Com New (LRCX)	0.1	$156k		360.00	433.33	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$153k		205.00	746.77	View chart
Duke Energy Corp Com New (DUK)	0.1	$148k		1.2k	126.63	View chart
Applied Materials (AMAT)	0.1	$147k		203.00	723.00	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$146k		658.00	221.52	View chart
PNC Financial Services (PNC)	0.1	$146k		591.00	246.22	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$142k		6.0k	23.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$141k		465.00	303.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.1	$139k		184.00	752.85	View chart
Take-Two Interactive Software (TTWO)	0.1	$138k		550.00	249.98	View chart
Ptc Therapeutics I (PTCT)	0.1	$137k		1.7k	81.57	View chart
Fs Kkr Capital Corp (FSK)	0.1	$137k		13k	10.50	View chart
Intel Corporation (INTC)	0.1	$133k		953.00	139.71	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$130k	-15%	1.1k	117.72	View chart
Republic Services (RSG)	0.1	$130k		610.00	213.08	View chart
Southern Company (SO)	0.1	$125k		1.3k	95.71	View chart
MasTec (MTZ)	0.1	$125k		300.00	416.06	View chart
Advanced Micro Devices (AMD)	0.1	$124k		213.00	580.91	View chart
Lowe's Companies (LOW)	0.1	$124k		560.00	220.49	View chart
Coca-Cola Company (KO)	0.1	$122k		1.5k	81.27	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.1	$116k	NEW	5.5k	21.06	View chart
CVS Caremark Corporation (CVS)	0.1	$116k		1.1k	103.45	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$114k	-14%	3.4k	33.29	View chart
Bank of New York Mellon Corporation (BNY)	0.0	$109k	-2%	752.00	144.61	View chart
Pfizer (PFE)	0.0	$108k	-8%	4.5k	24.08	View chart
Hldgs (UAL)	0.0	$107k		790.00	135.99	View chart
Cummins (CMI)	0.0	$107k		150.00	713.21	View chart
Blackrock (BLK)	0.0	$107k	-2%	111.00	961.56	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.0	$107k		2.6k	41.25	View chart
Eaton Corp SHS (ETN)	0.0	$107k		250.00	426.12	View chart
Costco Wholesale Corporation (COST)	0.0	$106k	-2%	113.00	935.47	View chart
UnitedHealth (UNH)	0.0	$106k		254.00	415.63	View chart
Ge Aerospace Com New (GE)	0.0	$105k		281.00	373.73	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.0	$103k		1.0k	98.98	View chart
Wells Fargo & Company (WFC)	0.0	$102k	-15%	1.2k	82.66	View chart
Tesla Motors (TSLA)	0.0	$99k		235.00	420.60	View chart
Citigroup Com New (C)	0.0	$97k	+15%	691.00	139.97	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.0	$96k	-22%	2.1k	45.49	View chart
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)	0.0	$96k		2.0k	47.75	View chart
Mastercard Incorporated Cl A (MA)	0.0	$95k	-2%	184.00	515.66	View chart
Kinder Morgan (KMI)	0.0	$92k		2.9k	31.97	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$92k		580.00	158.03	View chart
Bank of America Corporation (BAC)	0.0	$91k	-15%	1.6k	56.98	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.0	$88k		856.00	103.05	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.0	$88k		689.00	127.81	View chart
Lpl Financial Holdings (LPLA)	0.0	$88k		312.00	281.68	View chart
Norfolk Southern (NSC)	0.0	$87k		275.00	314.59	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.0	$86k		4.6k	18.64	View chart
Eastman Chemical Company (EMN)	0.0	$86k		1.3k	66.98	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.0	$78k		150.00	522.39	View chart
International Flavors & Fragrances (IFF)	0.0	$78k		987.00	79.22	View chart
American Electric Power Company (AEP)	0.0	$75k		550.00	136.81	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.0	$75k		1.5k	48.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$75k	+300%	600.00	124.17	View chart
Nuveen Mun High Income Opp F (NMZ)	0.0	$69k	NEW	6.5k	10.57	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$68k		822.00	82.65	View chart
Sentinelone Cl A (S)	0.0	$68k		4.0k	16.97	View chart
PPG Industries (PPG)	0.0	$65k		535.00	121.40	View chart
Thermo Fisher Scientific (TMO)	0.0	$65k	-2%	129.00	501.36	View chart
Capital One Financial (COF)	0.0	$65k		322.00	200.62	View chart
Deere & Company (DE)	0.0	$63k		100.00	634.33	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.0	$63k		2.2k	29.43	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.0	$63k		90.00	703.33	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.0	$62k	NEW	361.00	170.86	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.0	$62k		890.00	69.08	View chart
Fs Specialty Lending Com Sh Ben Int (FSSL)	0.0	$61k	NEW	5.5k	11.15	View chart
Yum! Brands (YUM)	0.0	$61k		382.00	159.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$61k		630.00	96.43	View chart
Astera Labs (ALAB)	0.0	$60k		125.00	483.02	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$60k		121.00	496.73	View chart
F.N.B. Corporation (FNB)	0.0	$60k		3.1k	19.08	View chart
Consolidated Edison (ED)	0.0	$59k		532.00	110.65	View chart
Putnam Managed Municipal Income Trust (PMM)	0.0	$59k		9.0k	6.54	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$59k		2.0k	29.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.0	$58k	-9%	1.8k	31.71	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$58k	-34%	750.00	77.11	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.0	$57k	-11%	832.00	68.41	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$55k	+766%	459.00	119.52	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$52k		2.0k	26.66	View chart
salesforce (CRM)	0.0	$52k		329.00	156.78	View chart
Neurocrine Biosciences (NBIX)	0.0	$51k		305.00	168.53	View chart
Chubb (CB)	0.0	$51k		150.00	340.74	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.0	$50k	+11%	1.0k	49.86	View chart
Kite Realty Group Trust Com New (KRG)	0.0	$50k		1.7k	28.38	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$49k		444.00	110.35	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$49k	-17%	908.00	53.61	View chart
T. Rowe Price (TROW)	0.0	$48k		426.00	113.69	View chart
Medtronic SHS (MDT)	0.0	$48k		611.00	78.23	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.0	$48k		209.00	227.06	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$47k	-26%	62.00	763.13	View chart
Willis Towers Watson SHS (WTW)	0.0	$46k		177.00	261.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$46k		477.00	96.58	View chart
SLB Com Stk (SLB)	0.0	$46k		990.00	46.49	View chart
Amplify Etf Tr Amplify Cybersec (HACK)	0.0	$45k		425.00	105.01	View chart
Welltower Inc Com reit (WELL)	0.0	$44k	-5%	195.00	226.97	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$44k		419.00	103.88	View chart
Brown & Brown (BRO)	0.0	$43k		668.00	64.15	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$43k		800.00	53.47	View chart
Enterprise Products Partners (EPD)	0.0	$42k		1.2k	36.79	View chart
Phillips 66 (PSX)	0.0	$42k		248.00	169.12	View chart
ConocoPhillips (COP)	0.0	$41k	-13%	389.00	104.10	View chart
Bny Mellon Strategic Municipal Bond Fund closed end income funds non-taxable (DSM)	0.0	$40k		6.5k	6.15	View chart
Kkr & Co (KKR)	0.0	$40k		430.00	91.95	View chart
Cadence Design Systems (CDNS)	0.0	$38k		100.00	375.32	View chart
3M Company (MMM)	0.0	$37k		231.00	161.91	View chart
Freeport Mcmoran CL B (FCX)	0.0	$36k		576.00	62.89	View chart
Abbott Laboratories (ABT)	0.0	$36k	-58%	398.00	90.96	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$36k		307.00	117.45	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$36k		328.00	109.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$36k	+3%	599.00	59.69	View chart
Servicenow (NOW)	0.0	$36k		360.00	99.28	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$35k		2.4k	14.55	View chart
General Dynamics Corporation (GD)	0.0	$35k		100.00	354.24	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	0.0	$35k		1.4k	24.31	View chart
Spdr Series Trust St Str Sp Trans (XTN)	0.0	$35k		300.00	115.64	View chart
Royal Caribbean Cruises (RCL)	0.0	$35k		109.00	317.52	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.0	$35k		385.00	89.85	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$34k		454.00	75.51	View chart
Hancock John Pfd Income Sh Ben Int (HPI)	0.0	$34k		2.1k	16.22	View chart
Huntington Bancshares Incorporated (HBAN)	0.0	$34k		1.9k	17.73	View chart
Stryker Corporation (SYK)	0.0	$34k		106.00	317.12	View chart
Mongodb Cl A (MDB)	0.0	$34k	NEW	100.00	335.90	View chart
Uber Technologies (UBER)	0.0	$34k		465.00	72.16	View chart
CenterPoint Energy (CNP)	0.0	$33k		750.00	44.04	View chart
Starwood Property Trust (STWD)	0.0	$33k		2.0k	16.38	View chart
Etf Opportunities Trust Idx Alternative (GLDB)	0.0	$33k	NEW	1.7k	18.90	View chart
Tc Energy Corp (TRP)	0.0	$32k		485.00	66.32	View chart
Novartis Sponsored Adr (NVS)	0.0	$31k		200.00	156.72	View chart
FedEx Corporation (FDX)	0.0	$31k		100.00	313.13	View chart
Ford Motor Company (F)	0.0	$31k	-13%	2.2k	13.90	View chart
Sandisk Corp (SNDK)	0.0	$30k	+18%	13.00	2273.69	View chart
First Commonwealth Financial (FCF)	0.0	$29k		1.4k	20.33	View chart
Adobe Systems Incorporated (ADBE)	0.0	$29k		142.00	205.01	View chart
Chipotle Mexican Grill (CMG)	0.0	$29k	-54%	850.00	34.00	View chart
Riot Blockchain (RIOT)	0.0	$29k		1.1k	27.38	View chart
Gilead Sciences (GILD)	0.0	$28k		225.00	126.34	View chart
Keysight Technologies (KEYS)	0.0	$28k		81.00	350.06	View chart
Royal Gold (RGLD)	0.0	$28k		140.00	199.86	View chart
Nextera Energy (NEE)	0.0	$28k	+8%	316.00	87.77	View chart
Citizens Financial (CFG)	0.0	$27k		378.00	70.07	View chart
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW)	0.0	$26k		400.00	65.73	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.0	$26k		519.00	50.58	View chart
Nuveen Insd Dividend Advantage (NVG)	0.0	$26k		2.0k	12.81	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 Q2 filed July 23, 2026
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

View all past filings

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