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 251–300 of 521
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFUV | DIMENSIONAL ETF TRUST | 448 | $15K–$50K | SH |
| DLR | DIGITAL RLTY TR INC | 134 | $15K–$50K | SH |
| SBUX | STARBUCKS CORP | 246 | $15K–$50K | SH |
| MGK | VANGUARD WORLD FD | 50 | $15K–$50K | SH |
| STIP | ISHARES TR | 200 | $15K–$50K | SH |
| ISRG | INTUITIVE SURGICAL INC | 36 | $15K–$50K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 138 | $15K–$50K | SH |
| ABR | ARBOR REALTY TRUST INC | 3K | $15K–$50K | SH |
| MFC | MANULIFE FINL CORP | 555 | $15K–$50K | SH |
| XLY | SELECT SECTOR SPDR TR | 160 | $15K–$50K | SH |
| VO | VANGUARD INDEX FDS | 65 | $15K–$50K | SH |
| DFAT | DIMENSIONAL ETF TRUST | 309 | $15K–$50K | SH |
| DTE | DTE ENERGY CO | 142 | $15K–$50K | SH |
| IWR | ISHARES TR | 190 | $15K–$50K | SH |
| UNP | UNION PAC CORP | 79 | $15K–$50K | SH |
| PFG | PRINCIPAL FINANCIAL GROUP IN | 206 | $15K–$50K | SH |
| FNDX | SCHWAB STRATEGIC TR | 645 | $15K–$50K | SH |
| UL | UNILEVER PLC | 266 | $15K–$50K | SH |
| DHR | DANAHER CORPORATION | 74 | $15K–$50K | SH |
| TJX | TJX COS INC NEW | 110 | $15K–$50K | SH |
| IXC | ISHARES TR | 400 | $15K–$50K | SH |
| XBI | SPDR SERIES TRUST | 135 | $15K–$50K | SH |
| KEYS | KEYSIGHT TECHNOLOGIES INC | 81 | $15K–$50K | SH |
| OTTR | OTTER TAIL CORP | 196 | $15K–$50K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 50 | $15K–$50K | SH |
| D | DOMINION ENERGY INC | 258 | $15K–$50K | SH |
| WU | WESTERN UN CO | 2K | $1K–$15K | SH |
| SPYG | SPDR SERIES TRUST | 136 | $1K–$15K | SH |
| ARKX | ARK ETF TR | 499 | $1K–$15K | SH |
| ADC | AGREE RLTY CORP | 200 | $1K–$15K | SH |
| EMR | EMERSON ELEC CO | 108 | $1K–$15K | SH |
| ET | ENERGY TRANSFER L P | 843 | $1K–$15K | SH |
| CI | THE CIGNA GROUP | 50 | $1K–$15K | SH |
| FDVV | FIDELITY COVINGTON TRUST | 244 | $1K–$15K | SH |
| PHK | PIMCO HIGH INCOME FD | 3K | $1K–$15K | SH |
| MPC | MARATHON PETE CORP | 83 | $1K–$15K | SH |
| RIOT | RIOT PLATFORMS INC | 1K | $1K–$15K | SH |
| PR | PERMIAN RESOURCES CORP | 950 | $1K–$15K | SH |
| HDV | ISHARES TR | 109 | $1K–$15K | SH |
| AZN | ASTRAZENECA PLC | 143 | $1K–$15K | SH |
| TTE | TOTALENERGIES SE | 200 | $1K–$15K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 26 | $1K–$15K | SH |
| NRG | NRG ENERGY INC | 82 | $1K–$15K | SH |
| WTRG | ESSENTIAL UTILS INC | 334 | $1K–$15K | SH |
| RCS | PIMCO STRATEGIC INCOME FD | 2K | $1K–$15K | SH |
| MAR | MARRIOTT INTL INC NEW | 40 | $1K–$15K | SH |
| BIIB | BIOGEN INC | 70 | $1K–$15K | SH |
| QUAL | ISHARES TR | 60 | $1K–$15K | SH |
| AA | ALCOA CORP | 222 | $1K–$15K | SH |
| AWK | AMERICAN WTR WKS CO INC NEW | 89 | $1K–$15K | SH |