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 451–500 of 521
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VICE | ADVISORSHARES TR | 15 | <$1K | SH |
| VMBS | VANGUARD SCOTTSDALE FDS | 10 | <$1K | SH |
| CIGI | COLLIERS INTL GROUP INC | 3 | <$1K | SH |
| OPEN | OPENDOOR TECHNOLOGIES INC | 75 | <$1K | SH |
| ASTS | AST SPACEMOBILE INC | 6 | <$1K | SH |
| TLK | P T TELEKOMUNIKASI INDONESIA | 20 | <$1K | SH |
| CASS | CASS INFORMATION SYS INC | 10 | <$1K | SH |
| IYR | ISHARES TR | 4 | <$1K | SH |
| QCOM | QUALCOMM INC | 2 | <$1K | SH |
| ETSY | ETSY INC | 6 | <$1K | SH |
| XRAY | DENTSPLY SIRONA INC | 26 | <$1K | SH |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | 6 | <$1K | SH |
| SONY | SONY GROUP CORP | 10 | <$1K | SH |
| SNY | SANOFI SA | 4 | <$1K | SH |
| NATL | NCR ATLEOS CORPORATION | 5 | <$1K | SH |
| DXC | DXC TECHNOLOGY CO | 13 | <$1K | SH |
| IIPR | INNOVATIVE INDL PPTYS INC | 4 | <$1K | SH |
| CURB | CURBLINE PPTYS CORP | 8 | <$1K | SH |
| RENT | RENT THE RUNWAY INC | 23 | <$1K | SH |
| GRAL | GRAIL INC | 2 | <$1K | SH |
| SOLV | SOLVENTUM CORP | 2 | <$1K | SH |
| CBXJ | CALAMOS ETF TR | 7 | <$1K | SH |
| PGYWW | PAGAYA TECHNOLOGIES LTD | 434 | <$1K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 1 | <$1K | SH |
| LVS | LAS VEGAS SANDS CORP | 2 | <$1K | SH |
| ANF | ABERCROMBIE & FITCH CO | 1 | <$1K | SH |
| VYX | NCR VOYIX CORPORATION | 11 | <$1K | SH |
| AES | AES CORP | 7 | <$1K | SH |
| CTXR | CITIUS PHARMACEUTICALS INC | 120 | <$1K | SH |
| IUSB | ISHARES TR | 2 | <$1K | SH |
| CRSR | CORSAIR GAMING INC | 15 | <$1K | SH |
| GSIE | GOLDMAN SACHS ETF TR | 2 | <$1K | SH |
| SNDL | SNDL INC | 50 | <$1K | SH |
| GEM | GOLDMAN SACHS ETF TR | 2 | <$1K | SH |
| CGC | CANOPY GROWTH CORP | 73 | <$1K | SH |
| USHY | ISHARES TR | 2 | <$1K | SH |
| TDOC | TELADOC HEALTH INC | 10 | <$1K | SH |
| SHAG | WISDOMTREE TR | 1 | <$1K | SH |
| LRGF | ISHARES TR | 1 | <$1K | SH |
| PDBC | INVESCO ACTVELY MNGD ETC FD | 5 | <$1K | SH |
| O | REALTY INCOME CORP | 0 | <$1K | SH |
| USFR | WISDOMTREE TR | 1 | <$1K | SH |
| GM | GENERAL MTRS CO | 0 | <$1K | SH |
| SPYM | SPDR SERIES TRUST | 0 | <$1K | SH |
| BB | BLACKBERRY LTD | 11 | <$1K | SH |
| LUMN | LUMEN TECHNOLOGIES INC | 5 | <$1K | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 0 | <$1K | SH |
| STEM | STEM INC | 2 | <$1K | SH |
| MAS | MASCO CORP | 0 | <$1K | SH |
| PTON | PELOTON INTERACTIVE INC | 5 | <$1K | SH |