account_balance
Investment manager · 13F filer · SEC CIK 2111036
Smith Partners Wealth Management, LLC
Reported value$138Mas of Sep 30, 2026
Positions67 7 new, 13 sold out
Top 10 weight64.4%VOO alone is 11%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
11.3%Added +19%
VUGVanguard Index FDS
10.3%Added +3%
MUNIPimco ETF Tr
10.1%Added +76%
IEFAiShares Tr
9.9%Added +18%
VOVanguard Index FDS
5.6%Trimmed −4%
SPYVSPDR Series Trust
5.3%Added +37%
AAPLApple Inc.
3.7%Added +17%
FLTRVaneck ETF Trust
3.0%Added +45%
VBVanguard Index FDS
2.6%
VIGVanguard Specialized Funds
2.6%
VCITVanguard Scottsdale FDS
2.2%
PMBSPimco ETF Tr
2.1%
VOOVanguard Index FDS
11.3%Added +19%
VUGVanguard Index FDS
10.3%Added +3%
MUNIPimco ETF Tr
10.1%Added +76%
IEFAiShares Tr
9.9%Added +18%
VOVanguard Index FDS
5.6%
SPYVSPDR Series Trust
5.3%
FLTR3.0%
VB
VIG
VCIT
PMBS
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
VOO Vanguard Index FDS 11.3% Added +19%
VUG Vanguard Index FDS 10.3% Added +3%
MUNI Pimco ETF Tr 10.1% Added +76%
IEFA iShares Tr 9.9% Added +18%
VO Vanguard Index FDS 5.6% Trimmed −4%
SPYV SPDR Series Trust 5.3% Added +37%
AAPL Apple Inc. 3.7% Added +17%FLTR Vaneck ETF Trust 3.0% Added +45%
VB Vanguard Index FDS 2.6% Trimmed −20%
VIG Vanguard Specialized Funds 2.6% Trimmed −10%
VCIT Vanguard Scottsdale FDS 2.2% Added +50%
PMBS Pimco ETF Tr 2.1% Added +50%
What changed
Biggest moves since Jun 30, 2026
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