Sign In
test

john smallwood

Smallwood Wealth Investment Management, Llc

Assets Managed
$189.74M
Holdings
527
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
-0.68%(2Q avg: -1.69%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Smallwood Wealth Investment Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 527 positions.

Assets under management

The assets under management (AUM) of Smallwood Wealth Investment Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 189.74M in assets, with a quarterly growth rate of -0.68% and a 2-quarter average growth rate of -1.69%. The portfolio is managed by john smallwood, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Decreased -0.93%
25.72%
$48.785M
342,517 shares@ $142.44 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.98%
6.15%
$11.661M
45,946 shares@ $253.8 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.34%
5.11%
$9.689M
30,202 shares@ $320.82 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Decreased -0.35%
4.32%
$8.19M
44,441 shares@ $184.29 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Decreased -0.67%
3.34%
$6.326M
115,760 shares@ $54.66 avg price
HELO
Jpmorgan Hedged Equity Etf
Recent Activity
Increased 7.71%
3.01%
$5.698M
89,163 shares@ $63.91 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 4.79%
2.92%
$5.53M
129,995 shares@ $42.55 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 19.04%
2.9%
$5.501M
111,122 shares@ $49.5 avg price
ICE
Intercontinental Exchange In
Recent Activity
Decreased -1.11%
2.83%
$5.362M
34,093 shares@ $157.28 avg price
DWM
Wisdomtree International Equ
Recent Activity
Increased 0.4%
2.13%
$4.026M
57,609 shares@ $69.9 avg price

1-10 of 527