Smallwood Wealth Investment Management, LLC

Est. AUM

$189.7M

13F long equity, this entity only

Positions

527

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P TTL STK	$48.8M	342517	25.71%	SOLE
2	APPLE INC	COM	$11.7M	45946	6.15%	SOLE
3	VANGUARD INDEX FDS	TOTAL STK MKT	$9.7M	30202	5.11%	SOLE
4	VANGUARD INDEX FDS	MCAP VL IDXVIP	$8.2M	44441	4.32%	SOLE
5	EA SERIES TRUST	FREEDOM 100 EM	$6.3M	115760	3.33%	SOLE
6	J P MORGAN EXCHANGE TRADED F	HEDGED EQUITY LA	$5.7M	89163	3.00%	SOLE
7	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$5.5M	129995	2.91%	SOLE
8	PGIM ETF TR	PGIM ULTRA SH BD	$5.5M	111122	2.90%	SOLE
9	INTERCONTINENTAL EXCHANGE IN	COM	$5.4M	34093	2.83%	SOLE
10	WISDOMTREE TR	INTL EQUITY FD	$4.0M	57609	2.12%	SOLE
11	NEW YORK LIFE INVTS ACTIVE E	NYLI MACKAY MUN	$4.0M	164809	2.09%	SOLE
12	VANGUARD WORLD FD	ENERGY ETF	$3.9M	22817	2.08%	SOLE
13	CAPITAL GROUP GBL GROWTH EQT	SHS CREATION UNI	$3.9M	115583	2.03%	SOLE
14	JPMORGAN CHASE FINL CO LLC	CAL LKD 44	$3.2M	91902	1.67%	SOLE
15	FLEXSHARES TR	MORNSTAR UPSTR	$2.8M	51424	1.50%	SOLE
16	PHILIP MORRIS INTL INC	COM	$2.6M	15904	1.39%	SOLE
17	NVIDIA CORPORATION	COM	$2.4M	13561	1.25%	SOLE
18	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$2.2M	39170	1.15%	SOLE
19	EXXON MOBIL CORP	COM	$2.1M	12498	1.12%	SOLE
20	ALPHABET INC	CAP STK CL C	$2.1M	7217	1.09%	SOLE
21	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$2.0M	42166	1.05%	SOLE
22	INVESCO EXCHANGE TRADED FD T	S&P SML600 VAL	$2.0M	15794	1.04%	SOLE
23	ISHARES TR	NATIONAL MUN ETF	$1.9M	17800	1.00%	SOLE
24	MICROSOFT CORP	COM	$1.8M	4949	0.97%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$1.7M	17053	0.91%	SOLE
26	INTERNATIONAL BUSINESS MACHS	COM	$1.4M	5831	0.74%	SOLE
27	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.4M	55078	0.72%	SOLE
28	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$1.3M	22498	0.67%	SOLE
29	PROCTER & GAMBLE CO	COM	$1.2M	8441	0.64%	SOLE
30	VANGUARD INDEX FDS	S&P 500 ETF SHS	$996K	1667	0.52%	SOLE
31	CHEVRON CORPORATION	COM	$881K	4257	0.46%	SOLE
32	AMAZON COM INC	COM	$848K	4074	0.45%	SOLE
33	CATERPILLAR INC	COM	$729K	1028	0.38%	SOLE
34	NETFLIX INC.	COM	$722K	7510	0.38%	SOLE
35	MONDELEZ INTL INC	CL A	$613K	10641	0.32%	SOLE
36	JPMORGAN CHASE & CO	COM	$601K	2043	0.32%	SOLE
37	BROADCOM INC	COM	$601K	1941	0.32%	SOLE
38	JOHNSON & JOHNSON	COM	$588K	2403	0.31%	SOLE
39	NEW JERSEY RES CORP	COM	$584K	10632	0.31%	SOLE
40	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$582K	7746	0.31%	SOLE
41	HOME DEPOT INC	COM	$581K	1767	0.31%	SOLE
42	BROADRIDGE FINL SOLUTIONS IN	COM	$547K	3363	0.29%	SOLE
43	ABBVIE INC	COM	$544K	2502	0.29%	SOLE
44	DISNEY WALT CO	COM	$514K	5334	0.27%	SOLE
45	AT&T INC	COM	$497K	17138	0.26%	SOLE
46	PUBLIC SVC ENTERPRISE GROUP	COM	$442K	5456	0.23%	SOLE
47	ISHARES TR	RUSSELL 2000 ETF	$420K	1695	0.22%	SOLE
48	BRISTOL-MYERS SQUIBB CO	COM	$399K	6574	0.21%	SOLE
49	J P MORGAN EXCHANGE TRADED F	INTL BD OPP ETF	$397K	8301	0.21%	SOLE
50	PROGYNY INC	COM	$395K	23277	0.21%	SOLE

1–50 of 527

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.