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John Smallwood

Smallwood Wealth Investment Management, Llc

Assets Managed
$228.879M
Holdings
529
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
20.63%(2Q avg: 9.98%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Smallwood Wealth Investment Management, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 529 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 228.879M in assets, with a quarterly growth rate of 20.63% and a 2-quarter average growth rate of 9.98%. The portfolio is managed by John Smallwood, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Core S&p Total U.s.
Recent Activity
Increased 1.5%
24.96%
$57.109M
347,654 shares@ $164.28 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.98%
5.76%
$13.164M
45,493 shares@ $289.37 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -0.07%
4.88%
$11.168M
30,179 shares@ $370.05 avg price
DBEF
Xtrackers Msci Eafe Hedged E
Recent Activity
New Position
4.84%
$11.063M
202,503 shares@ $54.63 avg price
VOE
Vanguard Mid-cap Value Etf
Recent Activity
Increased 1.63%
3.9%
$8.924M
45,164 shares@ $197.61 avg price
FRDM
Freedom 100 Emeging Mrkt Etf
Recent Activity
Increased 0.49%
3.71%
$8.48M
116,318 shares@ $72.91 avg price
HELO
Jpmorgan Hedged Equity Etf
Recent Activity
Increased 19.75%
3.16%
$7.215M
106,768 shares@ $67.58 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 8.65%
3.05%
$6.96M
141,238 shares@ $49.29 avg price
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 26.15%
3.04%
$6.946M
140,180 shares@ $49.55 avg price
CGGO
Cap Group Global Growth
Recent Activity
Increased 1.63%
2.18%
$4.972M
117,463 shares@ $42.34 avg price

1-10 of 529