Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Smallwood Wealth Investment Management, LLC (CIK 1921304) reported $189.7M across 511 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ITOT ($48.8M, 25.71%), AAPL ($11.7M, 6.15%), VTI ($9.7M, 5.11%), VOE ($8.2M, 4.32%), FRDM ($6.3M, 3.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $48.8M | 25.71% | 342,517 | Trimmed |
| 2 | AAPL | APPLE INC | $11.7M | 6.15% | 45,946 | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $9.7M | 5.11% | 30,202 | Added |
| 4 | VOE | VANGUARD INDEX FDS | $8.2M | 4.32% | 44,441 | Trimmed |
| 5 | FRDM | EA SERIES TRUST | $6.3M | 3.33% | 115,760 | Trimmed |
| 6 | HELO | J P MORGAN EXCHANGE TRADED F | $5.7M | 3.00% | 89,163 | Added |
| 7 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $5.5M | 2.91% | 129,995 | Added |
| 8 | PULS | PGIM ETF TR | $5.5M | 2.90% | 111,122 | Added |
| 9 | ICE | INTERCONTINENTAL EXCHANGE IN | $5.4M | 2.83% | 34,093 | Trimmed |
| 10 | DWM | WISDOMTREE TR | $4.0M | 2.12% | 57,609 | Added |
| 11 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $4.0M | 2.09% | 164,809 | Added |
| 12 | VDE | VANGUARD WORLD FD | $3.9M | 2.08% | 22,817 | Added |
| 13 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $3.9M | 2.03% | 115,583 | Trimmed |
| 14 | AMJB | JPMORGAN CHASE FINL CO LLC | $3.2M | 1.67% | 91,902 | Trimmed |
| 15 | GUNR | FLEXSHARES TR | $2.8M | 1.49% | 51,424 | Trimmed |
| 16 | PM | PHILIP MORRIS INTL INC | $2.6M | 1.39% | 15,904 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $2.4M | 1.25% | 13,561 | Hold |
| 18 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.2M | 1.15% | 39,170 | Added |
| 19 | XOM | EXXON MOBIL CORP | $2.1M | 1.12% | 12,498 | Trimmed |
| 20 | GOOG | ALPHABET INC | $2.1M | 1.09% | 7,217 | Hold |
| 21 | JCPB | J P MORGAN EXCHANGE TRADED F | $2.0M | 1.05% | 42,166 | Added |
| 22 | RZV | INVESCO EXCHANGE TRADED FD T | $2.0M | 1.04% | 15,794 | Added |
| 23 | MUB | ISHARES TR | $1.9M | 1.00% | 17,800 | Trimmed |
| 24 | MSFT | MICROSOFT CORP | $1.8M | 0.97% | 4,949 | Trimmed |
| 25 | RWR | SPDR SERIES TRUST | $1.7M | 0.91% | 17,053 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31