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 $228.9M across 521 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: ITOT ($57.1M, 24.95%), AAPL ($13.2M, 5.75%), VTI ($11.2M, 4.88%), DBEF ($11.1M, 4.83%), VOE ($8.9M, 3.90%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | $57.1M | 24.95% | 347,654 | Added |
| 2 | AAPL | APPLE INC | $13.2M | 5.75% | 45,493 | Trimmed |
| 3 | VTI | VANGUARD INDEX FDS | $11.2M | 4.88% | 30,179 | Trimmed |
| 4 | DBEF | DBX ETF TR | $11.1M | 4.83% | 202,503 | New |
| 5 | VOE | VANGUARD INDEX FDS | $8.9M | 3.90% | 45,164 | Added |
| 6 | FRDM | EA SERIES TRUST | $8.5M | 3.70% | 116,318 | Added |
| 7 | HELO | J P MORGAN EXCHANGE TRADED F | $7.2M | 3.15% | 106,768 | Added |
| 8 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $7.0M | 3.04% | 141,238 | Added |
| 9 | PULS | PGIM ETF TR | $6.9M | 3.03% | 140,180 | Added |
| 10 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $5.0M | 2.17% | 117,463 | Added |
| 11 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $4.4M | 1.94% | 182,366 | Added |
| 12 | DWM | WISDOMTREE TR | $4.3M | 1.89% | 59,018 | Added |
| 13 | ICE | INTERCONTINENTAL EXCHANGE IN | $4.2M | 1.82% | 33,758 | Trimmed |
| 14 | VDE | VANGUARD WORLD FD | $3.5M | 1.53% | 23,274 | Added |
| 15 | AMJB | JPMORGAN CHASE FINL CO LLC | $3.2M | 1.41% | 93,326 | Added |
| 16 | PM | PHILIP MORRIS INTL INC | $2.9M | 1.25% | 15,815 | Trimmed |
| 17 | NVDA | NVIDIA CORPORATION | $2.8M | 1.20% | 13,744 | Added |
| 18 | GUNR | FLEXSHARES TR | $2.6M | 1.12% | 52,035 | Added |
| 19 | GOOG | ALPHABET INC | $2.6M | 1.12% | 7,242 | Added |
| 20 | JEPQ | J P MORGAN EXCHANGE TRADED F | $2.5M | 1.09% | 40,644 | Added |
| 21 | RZV | INVESCO EXCHANGE TRADED FD T | $2.5M | 1.09% | 16,764 | Added |
| 22 | JCPB | J P MORGAN EXCHANGE TRADED F | $2.4M | 1.04% | 50,655 | Added |
| 23 | RWR | SPDR SERIES TRUST | $2.0M | 0.87% | 17,627 | Added |
| 24 | MUB | ISHARES TR | $1.9M | 0.82% | 17,531 | Trimmed |
| 25 | MSFT | MICROSOFT CORP | $1.8M | 0.80% | 4,913 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30