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SMART Wealth

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

Top 5 stock holdings are BILZ, NVDA, IVV, SPY, SGRT, and represent 15.92% of SMART Wealth's stock portfolio.
Added to shares of these 10 stocks: BILZ (+$14M), SPY (+$8.8M), XLSR (+$7.1M), SPMO (+$7.0M), SPDW (+$6.3M), IVV (+$6.2M), SIXD (+$5.9M), FBCG, SGRT, MAYT.
Started 56 new stock positions in SPAB, GWX, AR, KO, MTUM, SPDW, IWB, MS, SPMD, ITA.
Reduced shares in these 10 stocks: SIXO (-$6.3M), DECU (-$6.2M), VOO (-$5.3M), QQQ, RSP, GLW, SEPT, VTWO, MU, ADI.
Sold out of its positions in AGNC, T, JULW, OCTW, DECU, NVBU, OCTU, SEPU, JULU, SIXZ.
SMART Wealth was a net buyer of stock by $87M.
SMART Wealth has $464M in assets under management (AUM), dropping by 35.88%.
Central Index Key (CIK): 0002044723

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Portfolio Holdings for SMART Wealth

SMART Wealth holds 222 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)	6.3	$29M	+88%	288k	100.93	View chart
NVIDIA Corporation (NVDA)	3.3	$15M		76k	200.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$11M	+134%	14k	748.87	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.1	$9.8M	+942%	13k	746.75	View chart
Tidal Trust I Smar Earn 30 Etf (SGRT)	1.9	$9.0M	+114%	240k	37.50	View chart
Tidal Trust I Smar Tren 25 Etf (STRN)	1.9	$8.8M	+114%	306k	28.70	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	1.8	$8.4M	-11%	103k	81.06	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.7	$8.1M	+32%	143k	56.48	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.6	$7.4M	+1733%	46k	161.54	View chart
Ssga Active Tr State Street Us (XLSR)	1.5	$7.1M	NEW	109k	64.86	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	1.4	$6.4M	+100%	217k	29.27	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	1.4	$6.3M	NEW	125k	50.39	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	1.3	$6.0M	-10%	168k	35.86	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.3	$6.0M	+49%	102k	58.98	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXD)	1.3	$5.9M	NEW	190k	30.84	View chart
Innovator Etfs Trust Nasd 100 10 Buff (QBUF)	1.2	$5.5M	-14%	179k	30.77	View chart
Elevation Series Trust True Se Buff Etf (ONEZ)	1.2	$5.4M	+59%	195k	27.59	View chart
Western Digital (WDC)	1.1	$5.2M	+20%	8.2k	638.69	View chart
Micron Technology (MU)	1.1	$5.2M	-32%	4.5k	1154.23	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.1	$5.1M	-16%	10k	500.39	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	1.1	$5.1M	-10%	140k	36.57	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	1.1	$4.9M	NEW	80k	62.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	1.0	$4.8M	-18%	81k	59.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	1.0	$4.8M	-18%	87k	55.09	View chart
Aim Etf Products Trust Allianzim Us Eqt (MAYT)	1.0	$4.8M	NEW	122k	39.00	View chart
Ishares Core Msci Emkt (IEMG)	1.0	$4.7M	+153%	57k	82.84	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	1.0	$4.5M	+188%	67k	68.01	View chart
Sterling Cap Fds National Muni Bd (SCNM)	1.0	$4.5M	-7%	177k	25.15	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.9	$4.4M	NEW	85k	51.78	View chart
Spdr Gold Tr Gold Shs (GLD)	0.9	$4.3M	+9%	12k	368.37	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.9	$4.2M	+97%	72k	58.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	0.9	$4.1M	-22%	91k	45.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.9	$4.1M	-56%	5.9k	686.82	View chart
Apple (AAPL)	0.9	$4.0M	-15%	14k	289.36	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.8	$3.9M	+42%	45k	87.88	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.8	$3.8M	-9%	74k	51.85	View chart
Ciena Corp Com New (CIEN)	0.8	$3.7M	NEW	7.6k	490.56	View chart
Tidal Trust I Smart Small Cap	0.8	$3.6M	NEW	138k	25.89	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.8	$3.5M	+145%	26k	137.53	View chart
Ishares Tr Long Term Muni (LMUB)	0.8	$3.5M	+152%	69k	51.22	View chart
Tidal Trust I Smar Mid Cap Etf	0.7	$3.5M	NEW	139k	24.99	View chart
Ea Series Trust Mark Fo Mome Etf (FMTM)	0.7	$3.4M	NEW	78k	43.64	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	0.7	$3.4M	-16%	87k	39.26	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$3.4M	+42%	32k	107.62	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.7	$3.2M	-16%	33k	96.43	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	0.7	$3.2M	-11%	99k	31.99	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.7	$3.1M	NEW	16k	191.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.7	$3.1M	+121%	41k	76.55	View chart
Global X Fds Globx Supdv Us (DIV)	0.7	$3.1M	-8%	161k	19.05	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.6	$3.0M	-5%	54k	55.18	View chart
Southern Copper Corporation (SCCO)	0.6	$3.0M	+367%	17k	174.26	View chart
Aim Etf Products Trust Allianzim Us Eqt (JUNT)	0.6	$2.8M	NEW	75k	37.79	View chart
Dell Technologies CL C (DELL)	0.6	$2.8M	NEW	6.5k	431.48	View chart
Lumentum Hldgs (LITE)	0.6	$2.8M	+74%	3.3k	858.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	0.6	$2.8M	-36%	78k	35.61	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	0.6	$2.7M	-35%	80k	33.79	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.6	$2.7M	+118%	22k	124.42	View chart
Sprott Asset Management Physical Silver (PSLV)	0.6	$2.6M	-2%	136k	18.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.5	$2.5M	+18%	71k	34.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.5	$2.5M	+17%	66k	37.23	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.5	$2.5M	+101%	45k	55.57	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.5	$2.4M	+111%	49k	49.78	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.5	$2.4M	+19%	46k	52.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.5	$2.4M	+22%	51k	46.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$2.4M	+14%	6.6k	357.35	View chart
Aim Etf Products Trust Allianzim Us Eqt (FEBT)	0.5	$2.3M	NEW	57k	41.14	View chart
Tidal Trust Ii Nicholas Fixed (FIAX)	0.5	$2.3M	-5%	132k	17.60	View chart
Advanced Micro Devices (AMD)	0.5	$2.3M	+234%	4.0k	580.91	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.5	$2.3M	+154%	10k	227.05	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.5	$2.3M	-6%	41k	56.22	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.5	$2.2M	-10%	19k	115.98	View chart
Arrow Electronics (ARW)	0.5	$2.2M	NEW	10k	213.41	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.5	$2.1M	-16%	29k	73.80	View chart
Vertiv Holdings Com Cl A (VRT)	0.5	$2.1M	-26%	6.3k	334.79	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.5	$2.1M	-39%	37k	56.51	View chart
Roundhill Etf Trust Memory Etf	0.4	$2.1M	NEW	28k	73.85	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$2.0M	-67%	2.7k	736.30	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.4	$1.9M	NEW	34k	57.67	View chart
Valmont Industries (VMI)	0.4	$1.9M	-33%	3.3k	577.65	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.4	$1.9M	-6%	81k	23.42	View chart
Flexshares Tr Cr Scored Long (LKOR)	0.4	$1.9M	-6%	45k	41.93	View chart
J P Morgan Exchange Traded F Beta Us Grad Etf (BBCB)	0.4	$1.9M	-6%	41k	45.32	View chart
Aim Etf Products Trust Allia Us May Etf (MAYW)	0.4	$1.9M	NEW	53k	34.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.4	$1.8M	+20%	39k	46.68	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.4	$1.8M	-12%	24k	75.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.4	$1.8M	+19%	36k	50.15	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.4	$1.8M	+125%	8.2k	219.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.4	$1.8M	+21%	43k	40.88	View chart
Amazon (AMZN)	0.4	$1.8M	+15%	7.4k	238.34	View chart
Global X Fds Global X Uranium (URA)	0.4	$1.7M	-11%	39k	43.70	View chart
Tidal Trust Ii Grizz Growt Etf (DARP)	0.4	$1.7M	NEW	28k	59.96	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.4	$1.7M	+174%	39k	43.11	View chart
Brightspring Health Svcs (BTSG)	0.4	$1.6M	+191%	24k	69.74	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.6M	+22%	4.6k	353.33	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$1.6M	-4%	5.5k	290.60	View chart
Spdr Series Trust State Stret Spdr (CERY)	0.3	$1.6M	NEW	47k	33.43	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.3	$1.6M	-18%	31k	51.05	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.3	$1.6M	+130%	30k	52.72	View chart
Elevation Series Trust True St Sept Etf (SEPZ)	0.3	$1.5M	-28%	34k	45.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.3	$1.5M	-39%	31k	50.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.3	$1.5M	-39%	35k	44.03	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.3	$1.5M	NEW	22k	67.56	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.3	$1.5M		2.00	748850.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$1.5M	-72%	7.0k	212.77	View chart
Teradyne (TER)	0.3	$1.4M	+206%	2.9k	483.78	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.3	$1.4M	+192%	27k	50.37	View chart
Tidal Trust Ii Nicholas Crypto (BLOX)	0.3	$1.3M	-7%	86k	15.56	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$1.3M		14k	91.64	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.3	$1.3M	-39%	37k	33.87	View chart
Microsoft Corporation (MSFT)	0.3	$1.2M	-18%	3.3k	373.00	View chart
Aim Etf Products Trust Allia Us Jun Etf (JUNW)	0.3	$1.2M	NEW	36k	34.39	View chart
Fidelity Ethereum SHS (FETH)	0.2	$1.1M		73k	15.74	View chart
International Business Machines (IBM)	0.2	$1.1M	-4%	4.0k	281.18	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.2	$1.1M	NEW	23k	48.12	View chart
Eli Lilly & Co. (LLY)	0.2	$1.1M	-65%	920.00	1199.27	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$1.1M	+114%	3.6k	303.01	View chart
Howmet Aerospace (HWM)	0.2	$1.1M	+347%	4.0k	268.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.2	$1.1M	-39%	38k	28.38	View chart
Citigroup Com New (C)	0.2	$1.0M	NEW	7.4k	139.97	View chart
Lam Research Corp Com New (LRCX)	0.2	$1.0M	-12%	2.4k	433.29	View chart
Broadcom (AVGO)	0.2	$1.0M	+7%	2.7k	377.70	View chart
Morgan Stanley Com New (MS)	0.2	$1.0M	NEW	4.9k	209.04	View chart
Tesla Motors (TSLA)	0.2	$1.0M	-23%	2.4k	420.60	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$970k	-7%	8.9k	109.44	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.2	$939k		8.9k	105.16	View chart
Elevation Series Trust True Qu Bear Etf (QBER)	0.2	$933k	-11%	39k	23.80	View chart
Intel Corporation (INTC)	0.2	$895k	-7%	6.4k	139.63	View chart
Lattice Semiconductor (LSCC)	0.2	$811k	NEW	5.3k	152.96	View chart
Caterpillar (CAT)	0.2	$787k		739.00	1064.32	View chart
Antero Res (AR)	0.2	$756k	NEW	22k	35.14	View chart
JPMorgan Chase & Co. (JPM)	0.2	$750k	-6%	2.3k	327.39	View chart
Aim Etf Products Trust Allia Us Jan Etf (JANW)	0.2	$730k	-21%	19k	38.67	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.2	$725k	-17%	19k	37.73	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$697k	+123%	9.0k	77.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$668k	NEW	16k	43.04	View chart
Union Pacific Corporation (UNP)	0.1	$654k	-9%	2.4k	271.98	View chart
Ssga Active Tr State Street Ig (PRIV)	0.1	$653k	-10%	26k	25.18	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$649k	NEW	2.7k	242.44	View chart
Tidal Trust I Unlimited Hfgm (HFGM)	0.1	$642k	-13%	21k	30.54	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$634k	NEW	24k	26.23	View chart
Global X Fds Global X Copper (COPX)	0.1	$622k	-14%	8.1k	76.97	View chart
Aim Etf Products Trust Allia Us Feb Etf (FEBW)	0.1	$598k	NEW	17k	35.54	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.1	$593k	-20%	17k	35.65	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$587k	+102%	19k	31.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$581k	-9%	17k	33.84	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$576k	NEW	3.9k	148.31	View chart
Applovin Corp Com Cl A (APP)	0.1	$565k	NEW	1.1k	515.23	View chart
Ishares Msci Cda Etf (EWC)	0.1	$564k	-8%	9.8k	57.64	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.1	$547k	NEW	5.7k	96.46	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$543k	+105%	7.2k	75.51	View chart
Texas Instruments Incorporated (TXN)	0.1	$540k	-12%	1.8k	298.13	View chart
Spdr Series Trust St Str R1k Lowv (ONEV)	0.1	$536k	+2%	3.7k	143.07	View chart
Analog Devices (ADI)	0.1	$532k	-81%	1.3k	397.18	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$517k	-85%	4.3k	121.42	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$511k	+116%	11k	46.15	View chart
Elevation Series Trust S&p Au De In Etf (PAYM)	0.1	$488k	-34%	19k	25.12	View chart
Johnson Controls Internation SHS (JCI)	0.1	$486k	NEW	3.3k	146.12	View chart
Palantir Technologies Cl A (PLTR)	0.1	$486k	-18%	4.2k	116.67	View chart
Sandisk Corp (SNDK)	0.1	$484k	-40%	213.00	2273.73	View chart
Sterling Cap Fds Cap Hedged Eqt P (SCEP)	0.1	$469k	-24%	19k	25.00	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$459k	-9%	2.9k	156.93	View chart
Welltower Inc Com reit (WELL)	0.1	$456k	NEW	2.0k	227.00	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$453k	-8%	2.8k	164.59	View chart
Coca-Cola Company (KO)	0.1	$449k	NEW	5.5k	81.27	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$432k	NEW	17k	25.52	View chart
Johnson & Johnson (JNJ)	0.1	$423k	-20%	1.7k	254.00	View chart
Wal-Mart Stores (WMT)	0.1	$415k	-16%	3.7k	113.26	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$415k	NEW	11k	36.60	View chart
Cisco Systems (CSCO)	0.1	$406k	-16%	3.5k	117.47	View chart
Spdr Series Trust ST STR P500GRW (SPYG)	0.1	$404k	-4%	3.4k	118.99	View chart
Marvell Technology (MRVL)	0.1	$401k	NEW	1.3k	297.89	View chart
Spdr Series Trust St Bloo High Etf (JNK)	0.1	$397k	NEW	4.1k	96.36	View chart
Sterling Cap Fds Capital Multi (SCMC)	0.1	$396k	-12%	16k	25.13	View chart
Costco Wholesale Corporation (COST)	0.1	$385k		412.00	934.70	View chart
Innovator Etfs Trust Invtor 2 Pls 5 (TFJL)	0.1	$385k	+26%	20k	19.56	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$384k	-19%	1.9k	201.90	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$378k	+27%	6.2k	61.46	View chart
Raytheon Technologies Corp (RTX)	0.1	$370k	-10%	1.9k	189.77	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.1	$364k	-47%	18k	20.42	View chart
Standex Int'l (SXI)	0.1	$358k		1.0k	357.67	View chart
Coherent Corp (COHR)	0.1	$348k	-24%	883.00	394.47	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$340k	-11%	21k	15.88	View chart
Ge Aerospace Com New (GE)	0.1	$326k	-73%	872.00	373.69	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$323k	-9%	6.9k	46.93	View chart
Spdr Series Trust St Str Dow Reit (RWR)	0.1	$310k	NEW	2.7k	112.96	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$302k	-10%	3.2k	93.27	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$301k		5.0k	60.79	View chart
American Express Company (AXP)	0.1	$299k	-15%	885.00	338.28	View chart
McDonald's Corporation (MCD)	0.1	$299k		1.1k	270.39	View chart
Bwx Technologies (BWXT)	0.1	$299k	-23%	1.5k	194.61	View chart
Abbvie (ABBV)	0.1	$297k		1.2k	251.60	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$291k	-8%	3.0k	98.21	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$289k	NEW	6.6k	43.76	View chart
AFLAC Incorporated (AFL)	0.1	$281k	NEW	2.4k	117.26	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$280k	NEW	4.7k	59.69	View chart
Stonex Group (SNEX)	0.1	$272k	NEW	2.3k	118.47	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$269k	-24%	410.00	655.69	View chart
Allstate Corporation (ALL)	0.1	$268k	-17%	1.1k	238.04	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$257k	NEW	749.00	342.89	View chart
Ishares Tr Global Reit Etf (REET)	0.1	$254k	NEW	9.2k	27.62	View chart
Lockheed Martin Corporation (LMT)	0.1	$252k		495.00	509.96	View chart
Canadian Pacific Kansas City (CP)	0.1	$251k	-3%	2.9k	86.65	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$249k		3.2k	79.04	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.1	$245k	+6%	7.2k	33.75	View chart
Marathon Petroleum Corp (MPC)	0.1	$242k		948.00	255.71	View chart
Charles Schwab Corporation (SCHW)	0.1	$238k	-70%	2.6k	92.26	View chart
Visa Com Cl A (V)	0.1	$232k	NEW	677.00	343.32	View chart
McKesson Corporation (MCK)	0.0	$230k	-16%	304.00	755.61	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.0	$224k		4.9k	45.29	View chart
Ishares Tr Core Msci Intl (IDEV)	0.0	$222k	-26%	2.5k	89.02	View chart
Goldman Sachs (GS)	0.0	$220k	-27%	218.00	1010.77	View chart
Deere & Company (DE)	0.0	$219k	NEW	345.00	634.75	View chart
Vishay Intertechnology (VSH)	0.0	$215k	NEW	4.0k	53.78	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$210k	NEW	513.00	409.50	View chart
Procter & Gamble Company (PG)	0.0	$209k	-3%	1.4k	146.61	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$207k	NEW	2.4k	86.13	View chart
Abrdn Fds Emer Mkts Di Etf (AGEM)	0.0	$206k	-28%	4.2k	49.38	View chart
Fastenal Company (FAST)	0.0	$202k	-17%	4.2k	48.03	View chart
Corning Incorporated (GLW)	0.0	$202k	-94%	790.00	255.33	View chart
Comfort Systems USA (FIX)	0.0	$200k	NEW	101.00	1982.99	View chart
Nordic American Tanker Shippin (NAT)	0.0	$62k	NEW	11k	5.54	View chart
Gabelli Equity Trust (GAB)	0.0	$57k	NEW	10k	5.66	View chart

Past Filings by SMART Wealth

SEC 13F filings are viewable for SMART Wealth going back to 2024

SMART Wealth 2026 Q2 filed Aug. 6, 2026
SMART Wealth 2026 Q1 filed April 23, 2026
SMART Wealth 2025 Q4 filed Jan. 26, 2026
SMART Wealth 2025 Q3 filed Nov. 7, 2025
SMART Wealth 2025 Q2 filed Aug. 13, 2025
SMART Wealth 2025 Q1 filed April 29, 2025
SMART Wealth 2024 Q4 filed Jan. 28, 2025
SMART Wealth 2022 Q4 filed Dec. 16, 2024
SMART Wealth 2023 Q2 filed Dec. 16, 2024
SMART Wealth 2023 Q3 filed Dec. 16, 2024
SMART Wealth 2023 Q4 filed Dec. 16, 2024
SMART Wealth 2024 Q1 filed Dec. 16, 2024
SMART Wealth 2024 Q3 filed Dec. 16, 2024
SMART Wealth 2023 Q1 filed Dec. 16, 2024
SMART Wealth 2024 Q2 filed Dec. 16, 2024

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