§ 13F · FUND PROFILE
Smallwood Wealth Investment Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $175M (13F)Positions · 568Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$560K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 343K | $49M | 25.7% | −1% |
| 2 | AAPL | APPLE INC | 46K | $12M | 6.1% | −1% |
| 3 | VTI | VANGUARD INDEX FDS | 30K | $10M | 5.1% | ±0% |
| 4 | VOE | VANGUARD INDEX FDS | 44K | $8M | 4.3% | ±0% |
| 5 | FRDM | EA SERIES TRUST | 116K | $6M | 3.3% | −1% |
| 6 | HELO | J P MORGAN EXCHANGE TRADED F | 89K | $6M | 3.0% | +8% |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 130K | $6M | 2.9% | +5% |
| 8 | PULS | PGIM ETF TR | 111K | $6M | 2.9% | +19% |
| 9 | ICE | INTERCONTINENTAL EXCHANGE IN | 34K | $5M | 2.8% | −1% |
| 10 | DWM | WISDOMTREE TR | 58K | $4M | 2.1% | ±0% |
§ 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 $175 million in assets. The fund runs a broad portfolio of 568 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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