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.
SMART Wealth LLC (CIK 2044723) reported $341.5M across 199 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BILZ ($15.4M, 4.51%), NVDA ($13.3M, 3.88%), VOO ($8.1M, 2.38%), RDVY ($7.9M, 2.33%), SIXO ($6.3M, 1.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BILZ | PIMCO ETF TR | $15.4M | 4.51% | 152,564 | Added |
| 2 | NVDA | NVIDIA CORPORATION | $13.3M | 3.88% | 76,064 | Added |
| 3 | VOO | VANGUARD INDEX FDS | $8.1M | 2.38% | 13,618 | Added |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | $7.9M | 2.33% | 116,296 | Trimmed |
| 5 | SIXO | AIM ETF PRODUCTS TRUST | $6.3M | 1.85% | 187,385 | Trimmed |
| 6 | EALT | INNOVATOR ETFS TRUST | $6.3M | 1.85% | 187,711 | Trimmed |
| 7 | DECU | AIM ETF PRODUCTS TRUST | $6.2M | 1.82% | 234,110 | Trimmed |
| 8 | JEPI | J P MORGAN EXCHANGE TRADED F | $6.1M | 1.80% | 108,330 | Trimmed |
| 9 | QBUF | INNOVATOR ETFS TRUST | $6.1M | 1.79% | 208,773 | Trimmed |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.9M | 1.72% | 12,268 | Added |
| 11 | FJAN | FIRST TR EXCHNG TRADED FD VI | $5.4M | 1.59% | 107,597 | Trimmed |
| 12 | FJUL | FIRST TR EXCHNG TRADED FD VI | $5.4M | 1.59% | 99,358 | Trimmed |
| 13 | DHDG | FIRST TR EXCHNG TRADED FD VI | $5.3M | 1.55% | 156,939 | Trimmed |
| 14 | DJAN | FIRST TR EXCHNG TRADED FD VI | $5.0M | 1.46% | 116,934 | Trimmed |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $5.0M | 1.45% | 25,864 | Added |
| 16 | SMDOX | STERLING CAP FDS | $4.8M | 1.39% | 191,330 | New |
| 17 | QQQ | INVESCO QQQ TR | $4.7M | 1.37% | 8,131 | Trimmed |
| 18 | GLD | SPDR GOLD TR | $4.6M | 1.36% | 10,764 | Added |
| 19 | AMLP | ALPS ETF TR | $4.3M | 1.26% | 81,592 | Trimmed |
| 20 | AAPL | APPLE INC | $4.2M | 1.22% | 16,375 | Added |
| 21 | VGIT | VANGUARD SCOTTSDALE FDS | $4.1M | 1.19% | 68,038 | Added |
| 22 | IVV | ISHARES TR | $4.0M | 1.17% | 6,137 | Added |
| 23 | QJUN | FIRST TR EXCHNG TRADED FD VI | $3.9M | 1.13% | 123,665 | Trimmed |
| 24 | QDEC | FIRST TR EXCHNG TRADED FD VI | $3.9M | 1.13% | 122,965 | Trimmed |
| 25 | DECT | AIM ETF PRODUCTS TRUST | $3.7M | 1.08% | 103,830 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31