§ 13F · FUND PROFILE
Smith Partners Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 78Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$108.7T 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 FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 23K | $11.1T | 10.2% | NEW |
| 2 | VO | VANGUARD INDEX FDS | 26K | $7.7T | 7.1% | NEW |
| 3 | VOO | VANGUARD INDEX FDS | 12K | $7.3T | 6.7% | NEW |
| 4 | IEFA | ISHARES TR | 82K | $7.3T | 6.7% | NEW |
| 5 | SGOV | ISHARES TR | 60K | $6.0T | 5.5% | NEW |
| 6 | VB | VANGUARD INDEX FDS | 22K | $5.6T | 5.1% | NEW |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | 21K | $4.6T | 4.3% | NEW |
| 8 | VIGI | VANGUARD WHITEHALL FDS | 48K | $4.4T | 4.0% | NEW |
| 9 | AAPL | APPLE INC | 13K | $3.7T | 3.4% | NEW |
| 10 | VWO | VANGUARD INTL EQUITY INDEX F | 64K | $3.5T | 3.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SMITH SIGNAL
AC read
Smith Partners Wealth Management, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed