Smith Partners Wealth Management, LLC
All 13F Filings
- Location
- Greensboro, NC
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 111,642
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/11/2026 | 76 | 111,642 | 13F-HR | Smith Partners Wealth Management, LLC |
| Q4 2025 | 2/13/2026 | 78 | 108,712 | 13F-HR | Smith Partners Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 15.26 K | 13.7% | 0 | 32.61 K | -32.61 K |
| ETFs | 95.93 K | 85.9% | 35.9 K | 0 | 35.9 K |
| Debt | 453 | 0.4% | 0 | 354 | -354 |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
111,642
Holdings
76
QoQ value change ($000)
2,930
(2.7%)
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.