Smallwood Wealth Investment Management, LLC
All 13F Filings
- Location
- Red Bank, NJ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 228,879
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 529 | 228,879 | 13F-HR | Smallwood Wealth Investment Management, LLC |
| Q1 2026 | 4/22/2026 | 527 | 189,740 | 13F-HR | Smallwood Wealth Investment Management, LLC |
| Q4 2025 | 1/23/2026 | 521 | 191,047 | 13F-HR | Smallwood Wealth Investment Management, LLC |
| Q3 2025 | 10/17/2025 | 530 | 196,345 | 13F-HR | Smallwood Wealth Investment Management, LLC |
| Q2 2025 | 10/3/2025 | 568 | 175,262 | 13F-HR | Smallwood Wealth Investment Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 99.48 K | 43.5% | 11.6 K | 0 | 11.6 K |
| ETFs | 129.4 K | 56.5% | 27.53 K | 0 | 27.53 K |
| Debt | 1 | 0.0% | 0 | 0 | 0 |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
228,879
Holdings
529
QoQ value change ($000)
39,139
(20.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.