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 151–188 of 188
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ABBV | ABBVIE INC | 1K | $100K–$500K | SH |
| INTC | INTEL CORP | 8K | $100K–$500K | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED | 5K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| VUG | VANGUARD INDEX FDS | 534 | $100K–$500K | SH |
| T | AT&T INC | 10K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| IAU | ISHARES GOLD TR | 3K | $100K–$500K | SH |
| GIAX | TIDAL TRUST II | 15K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 506 | $100K–$500K | SH |
| INTU | INTUIT | 370 | $100K–$500K | SH |
| CDE | COEUR MNG INC | 14K | $100K–$500K | SH |
| OEF | ISHARES TR | 701 | $100K–$500K | SH |
| TLH | ISHARES TR | 2K | $100K–$500K | SH |
| FAST | FASTENAL CO | 6K | $100K–$500K | SH |
| IDEV | ISHARES TR | 3K | $100K–$500K | SH |
| IWB | ISHARES TR | 633 | $100K–$500K | SH |
| SPTS | SPDR SERIES TRUST | 8K | $100K–$500K | SH |
| IJH | ISHARES TR | 3K | $100K–$500K | SH |
| XYL | XYLEM INC | 2K | $100K–$500K | SH |
| BX | BLACKSTONE INC | 1K | $100K–$500K | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 470 | $100K–$500K | SH |
| SXI | STANDEX INTL CORP | 1K | $100K–$500K | SH |
| TLN | TALEN ENERGY CORP | 578 | $100K–$500K | SH |
| CP | CANADIAN PACIFIC KANSAS | 3K | $100K–$500K | SH |
| DASH | DOORDASH INC | 950 | $100K–$500K | SH |
| HWM | HOWMET AEROSPACE INC | 1K | $100K–$500K | SH |
| PEP | PEPSICO INC | 1K | $100K–$500K | SH |
| THRO | BLACKROCK ETF TRUST | 6K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 1K | $100K–$500K | SH |
| TTMI | TTM TECHNOLOGIES INC | 3K | $100K–$500K | SH |
| HL | HECLA MNG CO | 11K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| TPG | TPG INC | 3K | $100K–$500K | SH |
| AGNC | AGNC INVT CORP | 18K | $100K–$500K | SH |
| EWCZ | EUROPEAN WAX CTR INC | 14K | $15K–$50K | SH |