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 151–200 of 521
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MTZ | MASTEC INC | 300 | $50K–$100K | SH |
| AEP | AMERICAN ELEC PWR CO INC | 550 | $50K–$100K | SH |
| PHO | INVESCO EXCHANGE TRADED FD T | 890 | $50K–$100K | SH |
| LRCX | LAM RESEARCH CORP | 360 | $50K–$100K | SH |
| BXMX | NUVEEN S&P 500 BUY-WRITE INC | 4K | $50K–$100K | SH |
| XLF | SELECT SECTOR SPDR TR | 1K | $50K–$100K | SH |
| S | SENTINELONE INC | 4K | $50K–$100K | SH |
| MDT | MEDTRONIC PLC | 611 | $50K–$100K | SH |
| SCHX | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| ADBE | ADOBE INC | 167 | $50K–$100K | SH |
| WTW | WILLIS TOWERS WATSON PLC LTD | 177 | $50K–$100K | SH |
| YUM | YUM BRANDS INC | 382 | $50K–$100K | SH |
| WBD | WARNER BROS DISCOVERY INC | 2K | $50K–$100K | SH |
| PMM | PUTNAM MANAGED MUN INCOME TR | 9K | $50K–$100K | SH |
| SCHD | SCHWAB STRATEGIC TR | 2K | $50K–$100K | SH |
| VNQ | VANGUARD INDEX FDS | 630 | $50K–$100K | SH |
| KKR | KKR & CO INC | 433 | $50K–$100K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC | 121 | $50K–$100K | SH |
| PPG | PPG INDS INC | 530 | $50K–$100K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 90 | $50K–$100K | SH |
| FNB | F N B CORP | 3K | $50K–$100K | SH |
| BRO | BROWN & BROWN INC | 668 | $50K–$100K | SH |
| ED | CONSOLIDATED EDISON INC | 532 | $50K–$100K | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 2K | $50K–$100K | SH |
| DELL | DELL TECHNOLOGIES INC | 416 | $50K–$100K | SH |
| AMAT | APPLIED MATLS INC | 203 | $50K–$100K | SH |
| SLV | ISHARES SILVER TR | 800 | $50K–$100K | SH |
| IJH | ISHARES TR | 750 | $15K–$50K | SH |
| CB | CHUBB LIMITED | 150 | $15K–$50K | SH |
| DE | DEERE & CO | 100 | $15K–$50K | SH |
| AMD | ADVANCED MICRO DEVICES INC | 213 | $15K–$50K | SH |
| IUSV | ISHARES TR | 444 | $15K–$50K | SH |
| EEM | ISHARES TR | 832 | $15K–$50K | SH |
| IVE | ISHARES TR | 209 | $15K–$50K | SH |
| TROW | PRICE T ROWE GROUP INC | 426 | $15K–$50K | SH |
| NBIX | NEUROCRINE BIOSCIENCES INC | 305 | $15K–$50K | SH |
| DFAI | DIMENSIONAL ETF TRUST | 1K | $15K–$50K | SH |
| COP | CONOCOPHILLIPS | 448 | $15K–$50K | SH |
| KRG | KITE RLTY GROUP TR | 2K | $15K–$50K | SH |
| HIG | HARTFORD INSURANCE GROUP INC | 300 | $15K–$50K | SH |
| C | CITIGROUP INC | 351 | $15K–$50K | SH |
| SLB | SLB LIMITED | 1K | $15K–$50K | SH |
| EFA | ISHARES TR | 419 | $15K–$50K | SH |
| VGT | VANGUARD WORLD FD | 53 | $15K–$50K | SH |
| DSM | BNY MELLON STRATEGIC MUN BD | 6K | $15K–$50K | SH |
| NOW | SERVICENOW INC | 260 | $15K–$50K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 84 | $15K–$50K | SH |
| WELL | WELLTOWER INC | 207 | $15K–$50K | SH |
| UBER | UBER TECHNOLOGIES INC | 465 | $15K–$50K | SH |
| SYK | STRYKER CORPORATION | 106 | $15K–$50K | SH |