Smallwood Wealth Investment Management, LLC holds a focused book of 521 stocks worth $228.9M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Xtrackers Msci Eafe Hedged E and trimmed Apple Inc. Their largest long position is Ishares Core S&P Total U.S. at 25% of the equity book. Cloning the disclosed picks since 2024 would be +25% (+13.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1921304/holdings"
Use Arkolith to show Smallwood Wealth Investment Management, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Smallwood Wealth Investment Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
29% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Smallwood Wealth Investment Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $537.8B |
| LPL Financial LLC | 80 / 80 | $73.0B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $16.6B |
| ROYAL BANK OF CANADA | 79 / 80 | $150.5B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $59.9B |
| HighTower Advisors, LLC | 79 / 80 | $27.2B |
| Cetera Investment Advisers | 79 / 80 | $20.0B |
| Steward Partners Investment Advisory, LLC | 79 / 80 | $5.8B |
Ranked by how many of Smallwood Wealth Investment Management, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P TTL STK | $57.1M | 347.7K | 25.0% | ▲+1.5% Added · +5K sh | |
| 2 | Apple Inc COM | $13.2M | 45.5K | 5.8% | ▼−1.0% Reduced · −453 sh | |
| 3 | Vanguard Index FDS TOTAL STK MKT | $11.2M | 30.2K | 4.9% | ▼−0.1% Reduced · −23 sh | |
| 4 | DBX ETF TR XTRACK MSCI EAFE | $11.1M | 202.5K | 4.8% | ▲New New position | |
| 5 | Vanguard Index FDS MCAP VL IDXVIP | $8.9M | 45.2K | 3.9% | ▲+1.6% Added · +723 sh | |
| 6 | Ea Series Trust FREEDOM 100 EM | $8.5M | 116.3K | 3.7% | ▲+0.5% Added · +558 sh | |
| 7 | J P Morgan Exchange Traded F HEDG EQU LAD ETF | $7.2M | 106.8K | 3.2% | ▲+20% Added · +18K sh | |
| 8 | Capital Group Dividend Value SHS CREAT UNIT | $7.0M | 141.2K | 3.0% | ▲+8.6% Added · +11K sh | |
| 9 | Pgim ETF TR PGIM ULTRA SH BD | $6.9M | 140.2K | 3.0% | ▲+26% Added · +29K sh | |
| 10 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $5.0M | 117.5K | 2.2% | ▲+1.6% Added · +2K sh | |
| 11 | New York Life Invts Active E MACKAY MUN INTER | $4.4M | 182.4K | 1.9% | ▲+11% Added · +18K sh | |
| 12 | Wisdomtree TR INTL EQUITY FD | $4.3M | 59.0K | 1.9% | ▲+2.4% Added · +1K sh | |
| 13 | Intercontinental Exchange In COM | $4.2M | 33.8K | 1.8% | ▼−1.0% Reduced · −335 sh | |
| 14 | Vanguard World FD ENERGY ETF | $3.5M | 23.3K | 1.5% | ▲+2.0% Added · +457 sh | |
| 15 | JPMorgan Chase Finl Co LLC CAL LKD 44 | $3.2M | 93.3K | 1.4% | ▲+1.5% Added · +1K sh | |
| 16 | Philip Morris Intl Inc COM | $2.9M | 15.8K | 1.3% | ▼−0.6% Reduced · −89 sh | |
| 17 | Nvidia Corporation COM | $2.8M | 13.7K | 1.2% | ▲+1.3% Added · +183 sh | |
| 18 | Flexshares TR MORNSTAR UPSTR | $2.6M | 52.0K | 1.1% | ▲+1.2% Added · +611 sh | |
| 19 | Alphabet Inc CAP STK CL C | $2.6M | 7.2K | 1.1% | ▲+0.3% Added · +25 sh | |
| 20 | Invesco Exchange Traded FD T S&P SML600 VAL | $2.5M | 16.8K | 1.1% | ▲+6.1% Added · +970 sh | |
| 21 | J P Morgan Exchange Traded F NASDAQ EQT PREM | $2.5M | 40.6K | 1.1% | ▲+3.8% Added · +1K sh | |
| 22 | J P Morgan Exchange Traded F CORE PLUS BD ETF | $2.4M | 50.7K | 1.0% | ▲+20% Added · +8K sh | |
| 23 | SPDR Series Trust ST STR DOW REIT | $2.0M | 17.6K | 0.9% | ▲+3.4% Added · +574 sh | |
| 24 | Ishares TR NATIONAL MUN ETF | $1.9M | 17.5K | 0.8% | ▼−1.5% Reduced · −269 sh | |
| 25 | Microsoft Corp COM | $1.8M | 4.9K | 0.8% | ▼−0.7% Reduced · −36 sh | |
| 26 | Exxon Mobil Corp COM | $1.7M | 12.6K | 0.8% | ▲+0.6% Added · +79 sh | |
| 27 | International Business Machs COM | $1.6M | 5.8K | 0.7% | —Held | |
| 28 | Schwab Strategic TR INTL EQTY ETF | $1.5M | 54.9K | 0.7% | ▼−0.4% Reduced · −213 sh | |
| 29 | J P Morgan Exchange Traded F EQUITY PREMIUM | $1.4M | 25.6K | 0.6% | ▲+14% Added · +3K sh | |
| 30 | Procter & Gamble Co COM | $1.2M | 8.3K | 0.5% | ▼−1.1% Reduced · −95 sh | |
| 31 | Vanguard Index FDS S&P 500 ETF SHS | $1.1M | 1.6K | 0.5% | ▼−1.6% Reduced · −27 sh | |
| 32 | Caterpillar Inc COM | $1.1M | 1.0K | 0.5% | —Held | |
| 33 | Amazon Com Inc COM | $998K | 4.2K | 0.4% | ▲+2.8% Added · +114 sh | |
| 34 | Kla Corp COM NEW | $905K | 3.0K | 0.4% | ▲New New position | |
| 35 | Eli Lilly & Co COM | $836K | 697 | 0.4% | ▲+247% Added · +496 sh | |
| 36 | Chevron Corporation COM | $705K | 4.3K | 0.3% | ▼~0% Reduced · −2 sh | |
| 37 | JPMorgan Chase & Co COM | $664K | 2.0K | 0.3% | ▼−0.7% Reduced · −14 sh | |
| 38 | Vanguard Intl Equity Index F ALLWRLD EX US | $645K | 7.7K | 0.3% | ▼−0.6% Reduced · −44 sh | |
| 39 | Abbvie Inc COM | $627K | 2.5K | 0.3% | ▼−0.3% Reduced · −9 sh | |
| 40 | Broadcom Inc COM | $625K | 1.7K | 0.3% | ▼−15% Reduced · −286 sh | |
| 41 | Home Depot Inc COM | $622K | 1.8K | 0.3% | ▼−0.2% Reduced · −4 sh | |
| 42 | Mondelez Intl Inc CL A | $615K | 10.6K | 0.3% | —Held | |
| 43 | Johnson & Johnson COM | $611K | 2.4K | 0.3% | —Held | |
| 44 | New Jersey Res Corp COM | $597K | 10.6K | 0.3% | ▲+0.1% Added · +14 sh | |
| 45 | First TR Exchng Traded FD VI FT LADD BUFF ETF | $546K | 14.9K | 0.2% | ▲New New position | |
| 46 | Progyny Inc COM | $533K | 18.5K | 0.2% | ▼−21% Reduced · −5K sh | |
| 47 | Netflix Inc. COM | $531K | 7.4K | 0.2% | ▼−0.9% Reduced · −70 sh | |
| 48 | Disney Walt Co COM | $511K | 5.3K | 0.2% | ▼−0.5% Reduced · −25 sh | |
| 49 | Ishares TR RUSSELL 2000 ETF | $510K | 1.7K | 0.2% | ▲+0.1% Added · +1 sh | |
| 50 | Marvell Technology Inc COM | $503K | 1.7K | 0.2% | ▲+0.9% Added · +15 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 529 | $228.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 527 | $189.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 521 | $191.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 17, 2025 | 530 | $196.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Oct 3, 2025 | 568 | $175.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 505 | $158.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 17, 2025 | 80 | $146.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 16, 2024 | 70 | $140.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.