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Lou Brooks

Smart Wealth Llc

Assets Managed
$341.487M
Holdings
207
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
4.11%(2Q avg: 13.92%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Smart Wealth Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 207 positions.

Assets under management

The assets under management (AUM) of Smart Wealth Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 341.487M in assets, with a quarterly growth rate of 4.11% and a 2-quarter average growth rate of 13.92%. The portfolio is managed by Lou Brooks, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BILZ
Pimco Ultra Shrt Govt Active
Recent Activity
Increased 728.39%
4.52%
$15.404M
152,564 shares@ $100.97 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 15.93%
3.89%
$13.265M
76,064 shares@ $174.4 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 1.64%
2.39%
$8.137M
13,618 shares@ $597.53 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Decreased -7.36%
2.33%
$7.941M
116,296 shares@ $68.28 avg price
SIXO
Allianzim Us 6m Bf10 Apr-oct
Recent Activity
Decreased -7.64%
1.86%
$6.33M
187,385 shares@ $33.78 avg price
EALT
Bfeb Us Equity
Recent Activity
Decreased -2.14%
1.85%
$6.305M
187,711 shares@ $33.59 avg price
DECU
Allianzim Us Bf15 Uncap Dec
Recent Activity
Decreased -5.83%
1.83%
$6.223M
234,110 shares@ $26.59 avg price
JEPI
Jpmorgan Equity Premium Inco
Recent Activity
Decreased -0.5%
1.8%
$6.14M
108,330 shares@ $56.69 avg price
QBUF
Innv Nasdaq -100 10 B - Qrt
Recent Activity
Decreased -2.36%
1.79%
$6.098M
208,773 shares@ $29.21 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 5.18%
1.73%
$5.879M
12,268 shares@ $479.21 avg price

1-10 of 207