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 101–150 of 521
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 201 | $100K–$500K | SH |
| DFAE | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| RSG | REPUBLIC SVCS INC | 610 | $100K–$500K | SH |
| PTCT | PTC THERAPEUTICS INC | 2K | $100K–$500K | SH |
| SCHH | SCHWAB STRATEGIC TR | 6K | $100K–$500K | SH |
| PNC | PNC FINL SVCS GROUP INC | 591 | $100K–$500K | SH |
| PFE | PFIZER INC | 5K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 114 | $100K–$500K | SH |
| VB | VANGUARD INDEX FDS | 465 | $100K–$500K | SH |
| IWN | ISHARES TR | 658 | $100K–$500K | SH |
| ABT | ABBOTT LABS | 953 | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 179 | $100K–$500K | SH |
| SO | SOUTHERN CO | 1K | $100K–$500K | SH |
| LPLA | LPL FINL HLDGS INC | 312 | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 189 | $100K–$500K | SH |
| TSLA | TESLA INC | 240 | $100K–$500K | SH |
| KO | COCA COLA CO | 2K | $100K–$500K | SH |
| BAC | BANK AMERICA CORP | 2K | $100K–$500K | SH |
| AGG | ISHARES TR | 1K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 116 | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 156 | $50K–$100K | SH |
| CRM | SALESFORCE INC | 338 | $50K–$100K | SH |
| GLW | CORNING INC | 1K | $50K–$100K | SH |
| BK | BANK NEW YORK MELLON CORP | 770 | $50K–$100K | SH |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | 1K | $50K–$100K | SH |
| CVS | CVS HEALTH CORP | 1K | $50K–$100K | SH |
| UAL | UNITED AIRLS HLDGS INC | 790 | $50K–$100K | SH |
| GE | GE AEROSPACE | 281 | $50K–$100K | SH |
| UNH | UNITEDHEALTH GROUP INC | 254 | $50K–$100K | SH |
| VYM | VANGUARD WHITEHALL FDS | 580 | $50K–$100K | SH |
| EMN | EASTMAN CHEM CO | 1K | $50K–$100K | SH |
| VLO | VALERO ENERGY CORP | 500 | $50K–$100K | SH |
| AVDV | AMERICAN CENTY ETF TR | 856 | $50K–$100K | SH |
| ETN | EATON CORP PLC | 250 | $50K–$100K | SH |
| NSC | NORFOLK SOUTHN CORP | 275 | $50K–$100K | SH |
| MU | MICRON TECHNOLOGY INC | 276 | $50K–$100K | SH |
| KMI | KINDER MORGAN INC DEL | 3K | $50K–$100K | SH |
| COF | CAPITAL ONE FINL CORP | 322 | $50K–$100K | SH |
| CMI | CUMMINS INC | 150 | $50K–$100K | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 132 | $50K–$100K | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 2K | $50K–$100K | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 150 | $50K–$100K | SH |
| IWF | ISHARES TR | 150 | $50K–$100K | SH |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | 275 | $50K–$100K | SH |
| IEMG | ISHARES INC | 1K | $50K–$100K | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 822 | $50K–$100K | SH |
| CMG | CHIPOTLE MEXICAN GRILL INC | 2K | $50K–$100K | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 900 | $50K–$100K | SH |
| IVV | ISHARES TR | 97 | $50K–$100K | SH |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 987 | $50K–$100K | SH |