§ 13F · FUND PROFILE
Smith Partners Wealth Management, LLC.
AUM · $126M (13F)Positions · 73Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 153K | $13M | — | — |
| 2 | VOO | VANGUARD INDEX FDS | 19K | $13M | — | — |
| 3 | IEFA | ISHARES TR | 119K | $11M | — | — |
| 4 | MUNI | PIMCO ETF TR | 159K | $8M | — | — |
| 5 | VO | VANGUARD INDEX FDS | 102K | $8M | — | — |
| 6 | SPYV | SPDR SERIES TRUST | 87K | $5M | — | — |
| 7 | VB | VANGUARD INDEX FDS | 16K | $5M | — | — |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 17K | $4M | — | — |
| 9 | AAPL | APPLE INC | 13K | $4M | — | — |
| 10 | VIGI | VANGUARD WHITEHALL FDS | 38K | $4M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SMITH SIGNAL
AC read
Smith Partners Wealth Management, LLC is a Other fund managing $126 million in assets. The fund runs a portfolio of 73 positions.
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