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Investment manager · 13F filer · SEC CIK 1921304
Smallwood Wealth Investment Management, LLC
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Reported value$237Mas of Sep 30, 2026
Positions613 188 new, 101 sold out
Top 10 weight58.4%ITOT alone is 24%
FiledOct 3030 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr
24.3%
AAPLApple Inc.
6.9%Added +9%
DBEFDBX ETF Tr
4.9%Added +5%
VTIVanguard Index FDS
4.7%
VOEVanguard Index FDS
3.7%
FRDMEa Series Trust
3.2%Trimmed −8%
CGDVCapital Group Dividend Value
3.1%Added +7%
HELOJ P Morgan Exchange Traded F
2.9%Trimmed −6%
PULSPgim ETF Tr
2.6%Trimmed −12%
MMITNylim Active ETF Tr
2.0%+13%
CGGOCapital Group GBL Growth Eqt
2.0%
DWMWisdomtree Tr
1.9%
ITOTiShares Tr
24.3%
AAPLApple Inc.
6.9%
DBEFDBX ETF Tr
4.9%
VTIVanguard Index FDS
4.7%
VOEVanguard Index FDS
3.7%
FRDMEa Series Trust
3.2%
CGDVCapital Group Dividend Value
3.1%
HELO2.9%
PULS
MMIT
DWM
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ITOT iShares Tr 24.3% Held
AAPL Apple Inc. 6.9% Added +9%DBEF DBX ETF Tr 4.9% Added +5%
VTI Vanguard Index FDS 4.7% Held
VOE Vanguard Index FDS 3.7% Held
FRDM Ea Series Trust 3.2% Trimmed −8%
CGDV Capital Group Dividend Value 3.1% Added +7%
HELO J P Morgan Exchange Traded F 2.9% Trimmed −6%
PULS Pgim ETF Tr 2.6% Trimmed −12%
MMIT Nylim Active ETF Tr 2.0% Added +13%
CGGO Capital Group GBL Growth Eqt 2.0% Held
DWM Wisdomtree Tr 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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