Fund manager · 13F holdings
Smallwood Wealth Investment Management, LLC
CIK 1921304
Q2 2026$228.88M
529 positions · Filed Jul 23, 2026 · Current
Q1 2026$189.74M
527 positions · Filed Apr 22, 2026
Q4 2025$191.05M
521 positions · Filed Jan 23, 2026
Q3 2025$194.64M
528 positions · Filed Oct 17, 2025
Q2 2025$175.26M
568 positions · Filed Oct 3, 2025
Q1 2025$158.81M
505 positions · Filed Apr 25, 2025
Q4 2024$145.04M
78 positions · Filed Jan 17, 2025
Q3 2024$140.20M
70 positions · Filed Oct 16, 2024
Q2 2024$129.48M
67 positions · Filed Jul 26, 2024
Q1 2024$129.00M
67 positions · Filed Apr 25, 2024
Q4 2023$120.84M
65 positions · Filed Jan 23, 2024
Q3 2023 is outside the free window
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