SMART Wealth LLC
All 13F Filings
- Location
- Omaha, NE
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 464,013
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 | 8/5/2026 | 222 | 464,013 | 13F-HR | SMART Wealth LLC |
| Q1 2026 | 4/23/2026 | 207 | 341,487 | 13F-HR | SMART Wealth LLC |
| Q4 2025 | 1/26/2026 | 188 | 328,032 | 13F-HR | SMART Wealth LLC |
| Q3 2025 | 11/7/2025 | 141 | 265,112 | 13F-HR | SMART Wealth LLC |
| Q2 2025 | 8/13/2025 | 168 | 318,821 | 13F-HR | SMART Wealth LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 203.6 K | 43.9% | 17.44 K | 0 | 17.44 K |
| ETFs | 260.4 K | 56.1% | 105.1 K | 0 | 105.1 K |
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Fund Snapshot
Q2 2026
Latest filed
8/5/2026
Total value ($000)
464,013
Holdings
222
QoQ value change ($000)
122,526
(35.9%)
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.