Smith Partners Wealth Management, LLC - Portfolio Stock Holdings
Smith Partners Wealth Management, LLC disclosed 80 stock positions in a recent SEC 13F filing. $137,866,543 of stock holdings were filed, with the largest holdings including VOO, VUG, and MUNI. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $196,113,579 and has 4 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:
80Est. Stock Holding Value:
$137,866,543Top Stock Holdings By Sector
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Portfolio Stock Holdings - Smith Partners Wealth Management, LLC
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Stock
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Holdings (Shares)
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% of Portfolio
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