account_balance
Investment manager · 13F filer · SEC CIK 2044723
Smart Wealth LLC
Reported value$492Mas of Sep 30, 2026
Positions227 45 new, 40 sold out
Top 10 weight25.6%SPYM alone is 3%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
3.4%Added +316%
SGRTTidal Trust I
3.2%Added +94%
NVDANVIDIA Corp
3.1%Trimmed −13%
STRNTidal Trust I
3.0%Added +82%
IVViShares Tr
2.7%Added +21%
SPDWSPDR Index SHS FDS
2.6%Added +106%
CGDVCapital Group Dividend Value
2.1%New
JEPIJ P Morgan Exchange Traded F
1.9%Added +19%
IEMGiShares Inc
1.7%Added +85%
XLSRSsga Active Tr
1.6%Added +11%
ALLWSsga Active Tr
1.6%Added +24%
JAVAJ P Morgan Exchange Traded F
1.6%New
SPYMSPDR Series Trust
3.4%+316%
SGRTTidal Trust I
3.2%
NVDANVIDIA Corp
3.1%
STRNTidal Trust I
3.0%
IVViShares Tr
2.7%
SPDWSPDR Index SHS FDS
2.6%+106%
CGDVCapital Group Dividend Value
2.1%
JEPIJ P Morgan Exchange Traded F
1.9%
IEMGiShares Inc
1.7%
XLSR
ALLW
JAVA1.6%
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
SPYM SPDR Series Trust 3.4% Added +316%
SGRT Tidal Trust I 3.2% Added +94%
NVDA NVIDIA Corp 3.1% Trimmed −13%STRN Tidal Trust I 3.0% Added +82%
IVV iShares Tr 2.7% Added +21%
SPDW SPDR Index SHS FDS 2.6% Added +106%
CGDV Capital Group Dividend Value 2.1% New
JEPI J P Morgan Exchange Traded F 1.9% Added +19%
IEMG iShares Inc 1.7% Added +85%
XLSR Ssga Active Tr 1.6% Added +11%
ALLW Ssga Active Tr 1.6% Added +24%
JAVA J P Morgan Exchange Traded F 1.6% New
What changed
Biggest moves since Jun 30, 2026
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