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 51–100 of 521
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| META | META PLATFORMS INC | 644 | $100K–$500K | SH |
| IWM | ISHARES TR | 2K | $100K–$500K | SH |
| FSCO | FS CREDIT OPPORTUNITIES CORP | 66K | $100K–$500K | SH |
| JPIB | J P MORGAN EXCHANGE TRADED F | 8K | $100K–$500K | SH |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | 5K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 7K | $100K–$500K | SH |
| PEP | PEPSICO INC | 2K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 3K | $100K–$500K | SH |
| BIV | VANGUARD BD INDEX FDS | 4K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 6K | $100K–$500K | SH |
| VLY | VALLEY NATL BANCORP | 28K | $100K–$500K | SH |
| WPM | WHEATON PRECIOUS METALS CORP | 3K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 5K | $100K–$500K | SH |
| MTB | M & T BK CORP | 2K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 966 | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| AMGN | AMGEN INC | 884 | $100K–$500K | SH |
| CL | COLGATE PALMOLIVE CO | 4K | $100K–$500K | SH |
| JLL | JONES LANG LASALLE INC | 816 | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 715 | $100K–$500K | SH |
| LIN | LINDE PLC | 605 | $100K–$500K | SH |
| WMT | WALMART INC | 2K | $100K–$500K | SH |
| CMCSA | COMCAST CORP NEW | 8K | $100K–$500K | SH |
| V | VISA INC | 635 | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 722 | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 201 | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 525 | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 5K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 1K | $100K–$500K | SH |
| SHOP | SHOPIFY INC | 1K | $100K–$500K | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 4K | $100K–$500K | SH |
| NXJ | NUVEEN NEW JERSEY QULT MUN F | 15K | $100K–$500K | SH |
| FSK | FS KKR CAP CORP | 13K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 491 | $100K–$500K | SH |
| CPRX | CATALYST PHARMACEUTICALS INC | 8K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 991 | $100K–$500K | SH |
| IEFA | ISHARES TR | 2K | $100K–$500K | SH |
| IVT | INVENTRUST PPTYS CORP | 6K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 353 | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| ADP | AUTOMATIC DATA PROCESSING IN | 630 | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 2K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 523 | $100K–$500K | SH |
| WFC | WELLS FARGO CO NEW | 2K | $100K–$500K | SH |
| CHD | CHURCH & DWIGHT CO INC | 2K | $100K–$500K | SH |
| LOW | LOWES COS INC | 610 | $100K–$500K | SH |
| MRVL | MARVELL TECHNOLOGY INC | 2K | $100K–$500K | SH |
| AVUV | AMERICAN CENTY ETF TR | 1K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 1K | $100K–$500K | SH |