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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, VOO, RDVY, SIXO, and represent 14.96% of SMART Wealth's stock portfolio.
Added to shares of these 10 stocks: BILZ (+$14M), SCNM, ADI, BUCK, BBCB, LKOR, WDC, NVDA, LLY, IVV.
Started 52 new stock positions in VT, HEFA, GMED, WMB, BBCB, EWC, AUGZ, WDC, LMUB, EWJ.
Reduced shares in these 10 stocks: FIAX (-$7.6M), APP, QBER, HOOD, PLTR, PSLV, SGRT, , SIVR, AMD.
Sold out of its positions in PALL, APP, ALAB, BX, BSX, COF, EXE, CIEN, FIX, CRWD.
SMART Wealth was a net buyer of stock by $18M.
SMART Wealth has $342M in assets under management (AUM), dropping by 4.10%.
Central Index Key (CIK): 0002044723

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Portfolio Holdings for SMART Wealth

SMART Wealth holds 207 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Pimco Etf Tr Ultra Short Govt (BILZ)	4.5	$15M	+728%	153k	100.97	View chart
NVIDIA Corporation (NVDA)	3.9	$13M	+15%	76k	174.40	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	2.4	$8.1M		14k	597.53	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.3	$7.9M	-7%	116k	68.28	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXO)	1.9	$6.3M	-7%	187k	33.78	View chart
Innovator Etfs Trust Innovator Us Eq (EALT)	1.8	$6.3M	-2%	188k	33.59	View chart
Aim Etf Products Trust Allianzim Us Equ (DECU)	1.8	$6.2M	-5%	234k	26.58	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.8	$6.1M		108k	56.68	View chart
Innovator Etfs Trust Nasdaq-100 10 Bu (QBUF)	1.8	$6.1M	-2%	209k	29.21	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.7	$5.9M	+5%	12k	479.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)	1.6	$5.4M	-4%	99k	54.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	1.6	$5.4M	-4%	108k	50.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DHDG)	1.5	$5.3M		157k	33.63	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)	1.5	$5.0M	-4%	117k	42.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.5	$5.0M	+33%	26k	191.92	View chart
Sterling Cap Fds National Muni Bd (SCNM)	1.4	$4.8M	NEW	191k	24.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.4	$4.7M	-22%	8.1k	577.16	View chart
Spdr Gold Tr Gold Shs (GLD)	1.4	$4.6M		11k	430.28	View chart
Alps Etf Tr Alerian Mlp (AMLP)	1.3	$4.3M	-4%	82k	52.64	View chart
Apple (AAPL)	1.2	$4.2M	+19%	16k	253.79	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.2	$4.1M	+7%	68k	59.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$4.0M	+65%	6.1k	653.22	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QDEC)	1.1	$3.9M	-9%	123k	31.46	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QJUN)	1.1	$3.9M	-9%	124k	31.25	View chart
Aim Etf Products Trust Us Lrgcp B10 Dec (DECT)	1.1	$3.7M	-11%	104k	35.55	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	1.0	$3.6M	-9%	112k	31.93	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.0	$3.5M	+3%	40k	88.70	View chart
Sprott Asset Management Physical Silver (PSLV)	1.0	$3.4M	-37%	140k	24.39	View chart
Global X Fds Globx Supdv Us (DIV)	1.0	$3.3M	-7%	177k	18.90	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.9	$3.2M	-12%	57k	55.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	0.9	$3.2M	-10%	61k	51.78	View chart
Aim Etf Products Trust Allianzim Us Lrg (SEPT)	0.9	$3.1M	-11%	91k	34.35	View chart
Ssga Active Tr Sst Bridgewater (ALLW)	0.9	$3.1M	+11%	108k	28.85	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.9	$3.1M	-36%	43k	71.61	View chart
Elevation Series Trust Trueshares Seaso (ONEZ)	0.9	$3.1M	-5%	123k	25.04	View chart
Tidal Trust I Smart Earnings G (SGRT)	0.9	$3.0M	-40%	112k	26.68	View chart
Tidal Trust I Smart Trend 25 E (STRN)	0.9	$3.0M	-29%	143k	20.63	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.9	$3.0M	+39%	30k	100.17	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.8	$2.9M	+10%	22k	133.19	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.7	$2.5M	-21%	27k	91.77	View chart
Eli Lilly & Co. (LLY)	0.7	$2.5M	+229%	2.7k	919.74	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.7	$2.4M	+17%	35k	70.36	View chart
Tidal Trust Ii Nicholas Fixed (FIAX)	0.7	$2.4M	-75%	140k	17.45	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$2.4M	+7%	31k	76.54	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)	0.7	$2.4M	-10%	50k	47.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GFEB)	0.7	$2.4M	-9%	58k	41.09	View chart
Ishares Tr National Mun Etf (MUB)	0.7	$2.4M	+5%	22k	106.15	View chart
Analog Devices (ADI)	0.7	$2.3M	NEW	7.3k	318.14	View chart
Micron Technology (MU)	0.7	$2.3M	-41%	6.7k	337.85	View chart
Fidelity Wise Origin Bitcoin SHS (FBTC)	0.6	$2.2M	+2%	38k	59.03	View chart
Global X Fds Global X Uranium (URA)	0.6	$2.2M	+7%	45k	48.43	View chart
Aim Etf Products Trust Allianzim Eq Buf (JULU)	0.6	$2.2M	-4%	75k	28.55	View chart
Vertiv Holdings Com Cl A (VRT)	0.6	$2.1M	+125%	8.6k	250.59	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.6	$2.1M	-25%	36k	58.54	View chart
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)	0.6	$2.0M	NEW	86k	23.50	View chart
Valmont Industries (VMI)	0.6	$2.0M	-5%	5.1k	399.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.6	$2.0M	+8%	53k	38.11	View chart
J P Morgan Exchange Traded F Betabuilders Usd (BBCB)	0.6	$2.0M	NEW	44k	45.35	View chart
Flexshares Tr Cr Scored Long (LKOR)	0.6	$2.0M	NEW	48k	41.69	View chart
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)	0.6	$2.0M	-9%	61k	32.46	View chart
Elevation Series Trust Trueshares Struc (SEPZ)	0.6	$1.9M	-7%	48k	40.61	View chart
Corning Incorporated (GLW)	0.6	$1.9M	+89%	14k	135.97	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QMAR)	0.6	$1.9M	+8%	56k	33.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.5	$1.9M	+9%	42k	44.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nas (QSPT)	0.5	$1.9M	+8%	61k	30.62	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.5	$1.8M	+8%	39k	47.68	View chart
Aim Etf Products Trust Allianzim Us Equ (OCTW)	0.5	$1.8M	+13%	48k	38.47	View chart
Western Digital (WDC)	0.5	$1.8M	NEW	6.8k	270.50	View chart
Aim Etf Products Trust Allianzim Us Eqt (SEPW)	0.5	$1.7M	+12%	54k	31.59	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$1.7M	-15%	5.8k	287.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (SMAY)	0.5	$1.6M	-10%	62k	26.31	View chart
Ishares Core Msci Emkt (IEMG)	0.5	$1.6M	+70%	22k	69.75	View chart
Fidelity Ethereum SHS (FETH)	0.5	$1.5M	+27%	74k	20.88	View chart
Microsoft Corporation (MSFT)	0.4	$1.5M		4.1k	370.13	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$1.4M	NEW	2.00	718140.00	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.4	$1.4M	+12%	5.8k	248.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.4	$1.4M	+10%	36k	39.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.4	$1.4M	+9%	30k	46.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT)	0.4	$1.4M	+10%	32k	43.43	View chart
Ishares Tr Eafe Value Etf (EFV)	0.4	$1.4M	+53%	18k	74.35	View chart
Ishares Tr Long Term Muni (LMUB)	0.4	$1.4M	NEW	27k	49.93	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$1.3M	+147%	23k	58.18	View chart
Amazon (AMZN)	0.4	$1.3M	-29%	6.4k	208.27	View chart
Spdr Series Trust State Street Spd (BIL)	0.4	$1.3M	NEW	14k	91.64	View chart
Lumentum Hldgs (LITE)	0.4	$1.3M	+55%	1.9k	702.76	View chart
Tidal Trust Ii Nicholas Crypto (BLOX)	0.4	$1.2M	+46%	93k	12.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.2M	+95%	11k	113.11	View chart
Tesla Motors (TSLA)	0.3	$1.2M	-10%	3.2k	371.75	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.3	$1.1M	+15%	23k	49.81	View chart
Aim Etf Products Trust Allianzim Us Equ (SIXZ)	0.3	$1.1M	-11%	39k	29.00	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.3	$1.1M	NEW	22k	50.04	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$1.1M	+61%	9.9k	111.38	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$1.1M	-26%	3.8k	286.84	View chart
Elevation Series Trust Trueshares Quart (QBER)	0.3	$1.1M	-66%	44k	24.13	View chart
Ishares Tr Tips Bd Etf (TIP)	0.3	$1.1M	NEW	9.5k	110.36	View chart
Amphenol Corp Cl A (APH)	0.3	$1.0M	-44%	8.0k	126.35	View chart
International Business Machines (IBM)	0.3	$1.0M	-3%	4.2k	242.40	View chart
Elevation Series Trust Trueshares Strcd (JANZ)	0.3	$965k	-2%	26k	36.76	View chart
Ge Aerospace Com New (GE)	0.3	$918k	+176%	3.2k	283.81	View chart
Carvana Cl A (CVNA)	0.3	$889k	+278%	2.8k	314.38	View chart
Aim Etf Products Trust Allianzim Us Equ (JANW)	0.3	$877k	+34%	24k	36.48	View chart
Elevation Series Trust Trueshares Struc (AUGZ)	0.2	$853k	NEW	21k	40.64	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$836k	+101%	4.0k	211.13	View chart
Ishares Tr Rus Tp200 Vl Etf (IWX)	0.2	$830k	+2%	9.0k	92.67	View chart
Charles Schwab Corporation (SCHW)	0.2	$823k	-21%	8.8k	93.98	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$817k	-7%	1.3k	650.32	View chart
United Sts Commodity Index F Cm Rep Copp Fd (CPER)	0.2	$800k	NEW	23k	34.43	View chart
Elevation Series Trust Trueshares Oct (OCTZ)	0.2	$800k	NEW	20k	41.10	View chart
Broadcom (AVGO)	0.2	$782k	-66%	2.5k	309.51	View chart
Tidal Trust I Unlimited Hfgm (HFGM)	0.2	$780k	+4%	24k	32.06	View chart
Aim Etf Products Trust Allianzim Us Eqt (JULW)	0.2	$765k		20k	38.81	View chart
Palantir Technologies Cl A (PLTR)	0.2	$749k	-73%	5.1k	146.28	View chart
Ssga Active Tr State Street Ig (PRIV)	0.2	$734k	+8%	29k	25.23	View chart
JPMorgan Chase & Co. (JPM)	0.2	$722k	-4%	2.5k	294.20	View chart
Global X Fds Global X Copper (COPX)	0.2	$719k	NEW	9.4k	76.35	View chart
Simplify Exchange Traded Fun Short Term Trea (TUA)	0.2	$717k		34k	21.10	View chart
Aim Etf Products Trust Allianzim Us Eqt (DECW)	0.2	$703k	+33%	21k	33.41	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$694k	+88%	3.6k	191.83	View chart
Elevation Series Trust S&p Autocallable (PAYM)	0.2	$647k	NEW	30k	21.95	View chart
Union Pacific Corporation (UNP)	0.2	$643k	+4%	2.7k	242.60	View chart
Southern Copper Corporation (SCCO)	0.2	$628k	NEW	3.6k	172.05	View chart
Ishares Msci Cda Etf (EWC)	0.2	$588k	NEW	11k	54.79	View chart
Sterling Cap Fds Cap Hedged Eqt P (SCEP)	0.2	$586k	NEW	25k	23.57	View chart
Lam Research Corp Com New (LRCX)	0.2	$582k	+14%	2.7k	213.70	View chart
Elevation Series Trust Trueshares Dec (DECZ)	0.2	$579k	-2%	15k	38.83	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$551k		19k	29.13	View chart
Wal-Mart Stores (WMT)	0.2	$543k	-10%	4.4k	124.29	View chart
Caterpillar (CAT)	0.2	$524k		739.00	708.88	View chart
Monster Beverage Corp (MNST)	0.2	$517k	NEW	7.1k	72.46	View chart
Johnson & Johnson (JNJ)	0.1	$511k	+4%	2.1k	244.46	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.1	$509k	+153%	14k	36.22	View chart
MasTec (MTZ)	0.1	$497k	NEW	1.5k	321.74	View chart
Spdr Series Trust State Street Spd (ONEV)	0.1	$490k		3.7k	134.17	View chart
Key (KEY)	0.1	$476k	NEW	24k	20.05	View chart
Sterling Cap Fds Capital Multi (SCMC)	0.1	$448k	NEW	18k	25.00	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$447k	NEW	3.2k	138.30	View chart
Simon Property (SPG)	0.1	$442k	NEW	2.4k	186.55	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$440k		3.0k	145.74	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.1	$421k	NEW	13k	32.95	View chart
Raytheon Technologies Corp (RTX)	0.1	$418k	-8%	2.2k	192.89	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$417k	NEW	24k	17.32	View chart
Costco Wholesale Corporation (COST)	0.1	$417k	+4%	419.00	995.44	View chart
Bwx Technologies (BWXT)	0.1	$409k	-4%	2.0k	204.46	View chart
Hecla Mining Company (HL)	0.1	$407k	+104%	22k	18.63	View chart
Texas Instruments Incorporated (TXN)	0.1	$404k	+4%	2.1k	194.16	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$400k	+17%	1.7k	237.64	View chart
Coeur Mng Com New (CDE)	0.1	$384k	+49%	21k	18.77	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.1	$382k	NEW	9.3k	41.06	View chart
Spdr Series Trust State Street Spd (SPYG)	0.1	$346k		3.5k	97.90	View chart
Brightspring Health Svcs (BTSG)	0.1	$346k	NEW	8.1k	42.61	View chart
McDonald's Corporation (MCD)	0.1	$344k	-38%	1.1k	310.80	View chart
Aim Etf Products Trust Allianzim Us Equ (SEPU)	0.1	$342k	NEW	12k	28.00	View chart
Williams Companies (WMB)	0.1	$335k	NEW	4.6k	72.78	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$324k	NEW	7.6k	42.50	View chart
Cisco Systems (CSCO)	0.1	$322k		4.2k	77.59	View chart
Kratos Defense & Sec Solutio Com New (KTOS)	0.1	$319k	NEW	4.5k	70.51	View chart
Edison International (EIX)	0.1	$319k	NEW	4.4k	73.18	View chart
American Express Company (AXP)	0.1	$317k	+21%	1.0k	302.43	View chart
McKesson Corporation (MCK)	0.1	$317k	+3%	366.00	865.48	View chart
Annaly Capital Management In Com New (NLY)	0.1	$311k	NEW	15k	21.15	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$308k	+10%	3.5k	88.16	View chart
Ishares Msci Japan Etf (EWJ)	0.1	$307k	NEW	3.6k	84.44	View chart
Innovator Etfs Trust Invtor 2 Pls 5 (TFJL)	0.1	$306k		16k	19.72	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$305k	NEW	3.2k	94.24	View chart
Intel Corporation (INTC)	0.1	$305k	-8%	6.9k	44.13	View chart
Lockheed Martin Corporation (LMT)	0.1	$301k		497.00	604.79	View chart
Meta Platforms Cl A (META)	0.1	$298k		520.00	572.11	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$297k	NEW	7.5k	39.48	View chart
Ishares Msci Sth Kor Etf (EWY)	0.1	$289k	NEW	2.4k	123.01	View chart
Aim Etf Products Trust Allianzim Us Equ (NVBU)	0.1	$285k	-11%	10k	28.16	View chart
Aim Etf Products Trust Allianzim Us Eqt (OCTU)	0.1	$284k	-11%	10k	27.61	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$284k	+18%	3.4k	83.57	View chart
Allstate Corporation (ALL)	0.1	$281k	+15%	1.4k	207.40	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	0.1	$281k		2.5k	112.13	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$281k	NEW	9.2k	30.68	View chart
Teradyne (TER)	0.1	$281k	NEW	946.00	296.46	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$280k	-29%	4.9k	56.58	View chart
Coherent Corp (COHR)	0.1	$279k	NEW	1.2k	238.21	View chart
At&t (T)	0.1	$276k	-9%	9.5k	28.99	View chart
Globus Med Cl A (GMED)	0.1	$273k	NEW	3.2k	86.16	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$273k	+17%	4.0k	67.52	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$268k		4.8k	55.52	View chart
Belpointe Prep Unit Rp Ltd Lb A (OZ)	0.1	$263k		4.9k	53.20	View chart
Abbvie (ABBV)	0.1	$259k	-3%	1.2k	217.53	View chart
Standex Int'l (SXI)	0.1	$255k		1.0k	254.86	View chart
Goldman Sachs (GS)	0.1	$253k	-64%	299.00	846.52	View chart
Exxon Mobil Corporation (XOM)	0.1	$251k	NEW	1.5k	169.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$249k		9.7k	25.64	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$247k		3.1k	79.27	View chart
Ishares Tr Latn Amer 40 Etf (ILF)	0.1	$242k	NEW	6.8k	35.52	View chart
Advanced Micro Devices (AMD)	0.1	$240k	-87%	1.2k	203.43	View chart
Fastenal Company (FAST)	0.1	$237k	-13%	5.1k	46.40	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$236k	NEW	5.1k	46.19	View chart
Canadian Pacific Kansas City (CP)	0.1	$235k		3.0k	78.67	View chart
Abrdn Fds Emerging Mkts Di (AGEM)	0.1	$235k	NEW	5.8k	40.57	View chart
Marathon Petroleum Corp (MPC)	0.1	$231k	NEW	948.00	244.09	View chart
Ally Financial (ALLY)	0.1	$229k	NEW	5.8k	39.23	View chart
Sandisk Corp (SNDK)	0.1	$228k	NEW	359.00	635.34	View chart
Pepsi (PEP)	0.1	$222k	-4%	1.4k	155.29	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$222k	+22%	22k	10.03	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$215k	NEW	13k	17.11	View chart
Procter & Gamble Company (PG)	0.1	$212k		1.5k	144.44	View chart
Phillips 66 (PSX)	0.1	$209k	NEW	1.1k	182.15	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$209k	-54%	544.00	383.41	View chart
Howmet Aerospace (HWM)	0.1	$206k	-14%	896.00	230.37	View chart
Spdr Series Trust State Street Spd (SPTS)	0.1	$202k	-12%	6.9k	29.18	View chart
European Wax Ctr Class A Com (EWCZ)	0.0	$80k		14k	5.78	View chart

Past Filings by SMART Wealth

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

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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