Smallwood Wealth Investment Management, LLC - Portfolio Stock Holdings
Smallwood Wealth Investment Management, LLC disclosed 706 stock positions in a recent SEC 13F filing. $236,932,437 of stock holdings were filed, with the largest holdings including ITOT, AAPL, and DBEF. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $338,980,176 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
706Est. Stock Holding Value:
$236,932,437Top Stock Holdings By Sector
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Portfolio Stock Holdings - Smallwood Wealth Investment Management, LLC
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% of Portfolio
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