Smith Partners Wealth Management, LLC
All 13F Filings
- Location
- Greensboro, NC
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 125,783
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 73 | 125,783 | 13F-HR | Smith Partners Wealth Management, LLC |
| 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 | 15.6 K | 12.4% | 338 | 0 | 338 |
| ETFs | 109.9 K | 87.4% | 14.02 K | 0 | 14.02 K |
| Debt | 236 | 0.2% | 0 | 217 | -217 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
125,783
Holdings
73
QoQ value change ($000)
14,141
(12.7%)
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.