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 401–450 of 521
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PFF | ISHARES TR | 64 | $1K–$15K | SH |
| ILMN | ILLUMINA INC | 15 | $1K–$15K | SH |
| SLYG | SPDR SERIES TRUST | 20 | $1K–$15K | SH |
| OKLO | OKLO INC | 25 | $1K–$15K | SH |
| NOK | NOKIA CORP | 277 | $1K–$15K | SH |
| ARR | ARMOUR RESIDENTIAL REIT INC | 100 | $1K–$15K | SH |
| KVUE | KENVUE INC | 100 | $1K–$15K | SH |
| DAL | DELTA AIR LINES INC DEL | 24 | $1K–$15K | SH |
| IBB | ISHARES TR | 10 | $1K–$15K | SH |
| AEM | AGNICO EAGLE MINES LTD | 9 | $1K–$15K | SH |
| SOLS | SOLSTICE ADVANCED MATLS INC | 27 | $1K–$15K | SH |
| QBTS | D-WAVE QUANTUM INC | 50 | $1K–$15K | SH |
| PINS | PINTEREST INC | 50 | $1K–$15K | SH |
| NKE | NIKE INC | 20 | $1K–$15K | SH |
| KD | KYNDRYL HLDGS INC | 48 | $1K–$15K | SH |
| MET | METLIFE INC | 16 | $1K–$15K | SH |
| MRNA | MODERNA INC | 41 | $1K–$15K | SH |
| ROKU | ROKU INC | 11 | $1K–$15K | SH |
| DKS | DICKS SPORTING GOODS INC | 6 | $1K–$15K | SH |
| BSV | VANGUARD BD INDEX FDS | 15 | $1K–$15K | SH |
| AAL | AMERICAN AIRLS GROUP INC | 77 | $1K–$15K | SH |
| EXK | ENDEAVOUR SILVER CORP | 120 | $1K–$15K | SH |
| PAYX | PAYCHEX INC | 10 | $1K–$15K | SH |
| XYZ | BLOCK INC | 17 | $1K–$15K | SH |
| SNOW | SNOWFLAKE INC | 5 | $1K–$15K | SH |
| BP | BP PLC | 31 | $1K–$15K | SH |
| VXX | BARCLAYS BANK PLC | 41 | $1K–$15K | SH |
| WAB | WABTEC | 5 | $1K–$15K | SH |
| IREN | IREN LIMITED | 28 | $1K–$15K | SH |
| BME | BLACKROCK HEALTH SCIENCES TR | 25 | $1K–$15K | SH |
| PJT | PJT PARTNERS INC | 6 | $1K–$15K | SH |
| SJM | SMUCKER J M CO | 10 | <$1K | SH |
| TFPM | TRIPLE FLAG PRECIOUS METAL | 29 | <$1K | SH |
| MICC | MAGNUM ICE CREAM CO NV | 60 | <$1K | SH |
| TAP | MOLSON COORS BEVERAGE CO | 20 | <$1K | SH |
| ENB | ENBRIDGE INC | 19 | <$1K | SH |
| COIN | COINBASE GLOBAL INC | 4 | <$1K | SH |
| UMH | UMH PPTYS INC | 47 | <$1K | SH |
| KHYB | KRANESHARES TRUST | 30 | <$1K | SH |
| OGN | ORGANON & CO | 98 | <$1K | SH |
| BGS | B & G FOODS INC NEW | 160 | <$1K | SH |
| OCFC | OCEANFIRST FINL CORP | 37 | <$1K | SH |
| NLY | ANNALY CAPITAL MANAGEMENT IN | 28 | <$1K | SH |
| KARS | KRANESHARES TRUST | 20 | <$1K | SH |
| PRU | PRUDENTIAL FINL INC | 5 | <$1K | SH |
| TGNA | TEGNA INC | 29 | <$1K | SH |
| TR | TOOTSIE ROLL INDS INC | 14 | <$1K | SH |
| MJ | AMPLIFY ETF TR | 17 | <$1K | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 10 | <$1K | SH |
| BLV | VANGUARD BD INDEX FDS | 7 | <$1K | SH |