StockDriftsStockDriftsTop 50 Smith Partners Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | 10.48% | 153.1K | $13.2M | +7.34%(+10.46K) | $80.30(+10.92%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 10.21% | 18.7K | $12.8M | +31.65%(+4.50K) | $622.13(+14.29%) | 2026-06-30 | |
| IEFA | ISHARES TR | 9.14% | 119.0K | $11.5M | +27.29%(+25.51K) | $89.35(+13.08%) | 2026-06-30 | |
| MUNI | PIMCO ETF TR | 6.65% | 159.1K | $8.4M | +95.26%(+77.63K) | $52.34(-0.86%) | 2026-06-30 | |
| VO | VANGUARD INDEX FDS | 6.52% | 101.8K | $8.2M | -3.82%(-4.04K) | $72.99(+13.74%) | 2026-06-30 | |
| SPYV | SPDR SERIES TRUST | 4.2% | 86.9K | $5.3M | +53.22%(+30.17K) | $56.96(+11.29%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 3.83% | 15.9K | $4.8M | -21.46%(-4.34K) | $256.12(+19.63%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.17% | 16.9K | $4.0M | -12.95%(-2.51K) | $217.78(+13.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.03% | 13.2K | $3.8M | +0.00%(+0) | $263.24(+16.50%) | 2026-06-30 | |
| VIGI | VANGUARD WHITEHALL FDS | 2.84% | 38.2K | $3.6M | -11.61%(-5.02K) | $90.51(+9.99%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.01% |
| Top 20 Holdings Unweighted | — | — | — | — | +5.91% |
Smith Partners Wealth Management, LLC reports $125.78M in US-listed equity holdings across 73 positions in its most recent 13F filing. Its largest disclosed positions are VUG (10.5%), VOO (10.2%) and IEFA (9.1%). The top 20 holdings account for 78.16% of reported assets. Its disclosed equity book has returned +7.01% cumulatively over 2 quarters. 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 Smith Partners Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2111036). View Smith Partners Wealth Management, LLC’s 13F filings on SEC