§ 13F · FUND PROFILE
Smallwood Wealth Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $175.3T (13F)Positions · 568Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$191.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 346K | $51.4T | 26.9% | NEW |
| 2 | AAPL | APPLE INC | 46K | $12.6T | 6.6% | NEW |
| 3 | VTI | VANGUARD INDEX FDS | 30K | $10.1T | 5.3% | NEW |
| 4 | VOE | VANGUARD INDEX FDS | 45K | $7.9T | 4.1% | NEW |
| 5 | FRDM | EA SERIES TRUST | 117K | $6.0T | 3.1% | NEW |
| 6 | ICE | INTERCONTINENTAL EXCHANGE IN | 34K | $5.6T | 2.9% | NEW |
| 7 | HELO | J P MORGAN EXCHANGE TRADED F | 83K | $5.5T | 2.9% | NEW |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 124K | $5.4T | 2.8% | NEW |
| 9 | PULS | PGIM ETF TR | 93K | $4.6T | 2.4% | NEW |
| 10 | CGGO | CAPITAL GROUP GBL GROWTH EQT | 116K | $4.0T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SMALLWOOD SIGNAL
AC read
Smallwood Wealth Investment Management, LLC is a Other fund managing $175262.0 trillion in assets. The fund runs a broad portfolio of 568 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed