CIK 2044723
SMART Wealth LLC
Institutional 13F holdings & portfolio
Holdings
188
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 188
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GLW | CORNING INC | 7K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 19K | $500K+ | SH |
| VRT | VERTIV HOLDINGS CO | 4K | $500K+ | SH |
| DECZ | ELEVATION SERIES TRUST | 15K | $500K+ | SH |
| MS | MORGAN STANLEY | 3K | $500K+ | SH |
| UNP | UNION PAC CORP | 3K | $500K+ | SH |
| KGC | KINROSS GOLD CORP | 20K | $500K+ | SH |
| DYNF | BLACKROCK ETF TRUST | 9K | $500K+ | SH |
| MCD | MCDONALDS CORP | 2K | $500K+ | SH |
| WMT | WALMART INC | 5K | $500K+ | SH |
| DECW | AIM ETF PRODUCTS TRUST | 16K | $500K+ | SH |
| XLP | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| CIEN | CIENA CORP | 2K | $100K–$500K | SH |
| ONEV | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 8K | $100K–$500K | SH |
| LITE | LUMENTUM HLDGS INC | 1K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| RTX | RTX CORPORATION | 2K | $100K–$500K | SH |
| SMH | VANECK ETF TRUST | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 739 | $100K–$500K | SH |
| IWS | ISHARES TR | 3K | $100K–$500K | SH |
| IVE | ISHARES TR | 2K | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 2K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |
| XLU | SELECT SECTOR SPDR TR | 9K | $100K–$500K | SH |
| SPYV | SPDR SERIES TRUST | 7K | $100K–$500K | SH |
| QUAL | ISHARES TR | 2K | $100K–$500K | SH |
| SPYG | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 4K | $100K–$500K | SH |
| BWXT | BWX TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| QQQM | INVESCO EXCH TRADED FD TR | 1K | $100K–$500K | SH |
| PALL | ABRDN PALLADIUM ETF TRUST | 2K | $100K–$500K | SH |
| GE | GE AEROSPACE | 1K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 401 | $100K–$500K | SH |
| EXE | EXPAND ENERGY CORPORATION | 3K | $100K–$500K | SH |
| META | META PLATFORMS INC | 520 | $100K–$500K | SH |
| ALAB | ASTERA LABS INC | 2K | $100K–$500K | SH |
| NVBU | AIM ETF PRODUCTS TRUST | 11K | $100K–$500K | SH |
| OCTU | AIM ETF PRODUCTS TRUST | 12K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 4K | $100K–$500K | SH |
| OZ | BELPOINTE PREP LLC | 5K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 860 | $100K–$500K | SH |
| CVNA | CARVANA CO | 748 | $100K–$500K | SH |
| TFJL | INNOVATOR ETFS TRUST | 16K | $100K–$500K | SH |
| UBER | UBER TECHNOLOGIES INC | 4K | $100K–$500K | SH |
| SPMO | INVESCO EXCH TRADED FD TR | 2K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 354 | $100K–$500K | SH |
| FIX | COMFORT SYS USA INC | 305 | $100K–$500K | SH |
| INCY | INCYTE CORP | 3K | $100K–$500K | SH |