CIK 1921304
Smallwood Wealth Investment Management, LLC
Institutional 13F holdings & portfolio
Holdings
521
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 521
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ITOT | ISHARES TR | 346K | $1M+ | SH |
| AAPL | APPLE INC | 46K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 30K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 45K | $1M+ | SH |
| FRDM | EA SERIES TRUST | 117K | $1M+ | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 34K | $1M+ | SH |
| HELO | J P MORGAN EXCHANGE TRADED F | 83K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 124K | $1M+ | SH |
| PULS | PGIM ETF TR | 93K | $1M+ | SH |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 116K | $1M+ | SH |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | 162K | $1M+ | SH |
| DWM | WISDOMTREE TR | 57K | $1M+ | SH |
| VDE | VANGUARD WORLD FD | 23K | $1M+ | SH |
| AMJB | JPMORGAN CHASE FINL CO LLC | 92K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 16K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 14K | $1M+ | SH |
| GUNR | FLEXSHARES TR | 54K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 5K | $1M+ | SH |
| GOOG | ALPHABET INC | 7K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 35K | $1M+ | SH |
| MUB | ISHARES TR | 18K | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 39K | $1M+ | SH |
| RZV | INVESCO EXCHANGE TRADED FD T | 15K | $1M+ | SH |
| RWR | SPDR SERIES TRUST | 18K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 6K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 13K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 55K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 22K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 9K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| AMZN | AMAZON COM INC | 4K | $500K+ | SH |
| BR | BROADRIDGE FINL SOLUTIONS IN | 4K | $500K+ | SH |
| NFLX | NETFLIX INC | 8K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 4K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| DIS | DISNEY WALT CO | 6K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| PGNY | PROGYNY INC | 23K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 8K | $500K+ | SH |
| CAT | CATERPILLAR INC | 1K | $500K+ | SH |
| MDLZ | MONDELEZ INTL INC | 11K | $500K+ | SH |
| ABBV | ABBVIE INC | 2K | $500K+ | SH |
| ORCL | ORACLE CORP | 3K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| LQD | ISHARES TR | 4K | $100K–$500K | SH |
| NJR | NEW JERSEY RES CORP | 11K | $100K–$500K | SH |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | 6K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| T | AT&T INC | 17K | $100K–$500K | SH |