StockDriftsStockDriftsTop 50 Smallwood Wealth Investment Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 24.95% | 347.7K | $57.1M | +1.50%(+5.14K) | $104.76(+62.11%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.75% | 45.5K | $13.2M | -0.99%(-453) | $162.68(+87.72%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 4.88% | 30.2K | $11.2M | -0.08%(-23) | $233.57(+64.13%) | 2026-06-30 | |
| DBEF | DBX ETF TR | 4.83% | 202.5K | $11.1M | new | $51.45(+9.47%) | 2026-06-30 | |
| VOE | VANGUARD INDEX FDS | 3.9% | 45.2K | $8.9M | +1.63%(+723) | $146.52(+43.33%) | 2026-06-30 | |
| FRDM | EA SERIES TRUST | 3.7% | 116.3K | $8.5M | +0.48%(+558) | $29.22(+134.10%) | 2026-06-30 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 3.15% | 106.8K | $7.2M | +19.74%(+17.61K) | $62.88(+11.33%) | 2026-06-30 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.04% | 141.2K | $7.0M | +8.65%(+11.24K) | $27.44(+85.37%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 3.03% | 140.2K | $6.9M | +26.15%(+29.06K) | $49.45(+0.38%) | 2026-06-30 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 2.17% | 117.5K | $5.0M | +1.63%(+1.88K) | $22.37(+85.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.71% | +54.93% | — | — | +41.59% |
| Top 20 Holdings Unweighted | +13.23% | +45.18% | — | — | +40.97% |
Smallwood Wealth Investment Management, LLC reports $228.88M in US-listed equity holdings across 529 positions in its most recent 13F filing. Its largest disclosed positions are ITOT (24.9%), AAPL (5.8%) and VTI (4.9%). The top 20 holdings account for 73.77% of reported assets. Its disclosed equity book has returned +54.93% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Smallwood Wealth Investment Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1921304). View Smallwood Wealth Investment Management, LLC’s 13F filings on SEC