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Justin Smith

Smith Partners Wealth Management, Llc

Assets Managed
$111.642M
Holdings
76
Last Quarter
2026 - Q1
Filed Date
1mo 25d ago
Growth Rate
2.7%(2Q avg: 1.35%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Smith Partners Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 76 positions.

Assets under management

The assets under management (AUM) of Smith Partners Wealth 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 - Q1, they manage 111.642M in assets, with a quarterly growth rate of 2.7% and a 2-quarter average growth rate of 1.35%. The portfolio is managed by Justin Smith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 4.78%
9.31%
$10.383M
23,771 shares@ $436.8 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 22.1%
7.61%
$8.489M
14,206 shares@ $597.56 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 14.68%
7.59%
$8.463M
93,486 shares@ $90.53 avg price
VO
Vanguard Mid-cap Etf
Recent Activity
Decreased -0.15%
6.81%
$7.597M
26,453 shares@ $287.18 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -5.92%
4.75%
$5.303M
20,245 shares@ $261.93 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -13.68%
4.66%
$5.198M
51,641 shares@ $100.66 avg price
MUNI
Pimco Intermediate Municipal
Recent Activity
Increased 94.3%
3.81%
$4.253M
81,495 shares@ $52.19 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -8.25%
3.74%
$4.169M
19,386 shares@ $215.07 avg price
VIGI
Vanguard Int Div App Indx Fd
Recent Activity
Decreased -9.23%
3.43%
$3.824M
43,228 shares@ $88.47 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.81%
3%
$3.347M
13,190 shares@ $253.79 avg price

1-10 of 76