Smith Partners Wealth Management, LLC

Est. AUM

$111.6M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	GROWTH ETF	$10.4M	23771	9.30%	SOLE
2	VANGUARD INDEX FDS	S&P 500 ETF SHS	$8.5M	14206	7.60%	SOLE
3	ISHARES TR	CORE MSCI EAFE	$8.5M	93486	7.58%	SOLE
4	VANGUARD INDEX FDS	MID CAP ETF	$7.6M	26453	6.80%	SOLE
5	VANGUARD INDEX FDS	SMALL CP ETF	$5.3M	20245	4.75%	SOLE
6	ISHARES TR	0-3 MNTH TREASRY	$5.2M	51641	4.66%	SOLE
7	PIMCO ETF TR	INTER MUN BD ACT	$4.3M	81495	3.81%	SOLE
8	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$4.2M	19386	3.73%	SOLE
9	VANGUARD WHITEHALL FDS	INTL DVD ETF	$3.8M	43228	3.43%	SOLE
10	APPLE INC	COM	$3.3M	13190	3.00%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$3.2M	56702	2.87%	SOLE
12	VANGUARD INDEX FDS	VALUE ETF	$3.1M	15777	2.77%	SOLE
13	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.1M	56745	2.75%	SOLE
14	VANGUARD BD INDEX FDS	INTERMED TERM	$2.2M	29107	2.01%	SOLE
15	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.1M	68707	1.89%	SOLE
16	ISHARES TR	MSCI EAFE ETF	$2.1M	21593	1.88%	SOLE
17	VANECK ETF TRUST	IG FLOATING RATE	$2.0M	80013	1.83%	SOLE
18	SCHWAB STRATEGIC TR	US TIPS ETF	$1.8M	65854	1.57%	SOLE
19	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.7M	22055	1.48%	SOLE
20	MICROSOFT CORP	COM	$1.4M	3816	1.27%	SOLE
21	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$1.4M	16870	1.25%	SOLE
22	PIMCO ETF TR	MTG BKD SECS ACT	$1.4M	27340	1.21%	SOLE
23	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$1.2M	17564	1.12%	SOLE
24	ISHARES TR	CORE S&P MCP ETF	$1.2M	17349	1.05%	SOLE
25	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$1.2M	24744	1.04%	SOLE
26	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$1.1M	32108	0.95%	SOLE
27	PIMCO ETF TR	SHTRM MUN BD ACT	$1.0M	20775	0.94%	SOLE
28	LOEWS CORP	COM	$801K	7500	0.72%	SOLE
29	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$765K	12790	0.69%	SOLE
30	ISHARES TR	EAFE SML CP ETF	$745K	9502	0.67%	SOLE
31	LOWES COS INC	COM	$717K	3033	0.64%	SOLE
32	VANGUARD INDEX FDS	REAL ESTATE ETF	$706K	7962	0.63%	SOLE
33	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$699K	1458	0.63%	SOLE
34	PHILIP MORRIS INTL INC	COM	$694K	4200	0.62%	SOLE
35	ISHARES TR	0-5 YR TIPS ETF	$648K	6262	0.58%	SOLE
36	PGIM ETF TR	ACTV HY BD ETF	$644K	18608	0.58%	SOLE
37	VANGUARD MUN BD FDS	TAX EXEMPT BD	$591K	11842	0.53%	SOLE
38	VANGUARD MALVERN FDS	STRM INFPROIDX	$590K	11803	0.53%	SOLE
39	CHEVRON CORPORATION	COM	$580K	2805	0.52%	SOLE
40	CSX CORP	COM	$519K	12644	0.46%	SOLE
41	ISHARES TR	CORE S&P500 ETF	$516K	790	0.46%	SOLE
42	ALPHABET INC	CAP STK CL C	$505K	1760	0.45%	SOLE
43	ISHARES TR	MSCI USA MIN VOL	$496K	5343	0.44%	SOLE
44	RTX CORPORATION	COM	$469K	2430	0.42%	SOLE
45	VANGUARD BD INDEX FDS	LONG TERM BOND	$453K	6581	0.41%	SOLE
46	STATE STR SPDR S&P 500 ETF T	TR UNIT	$384K	590	0.34%	SOLE
47	ISHARES TR	US OIL GS EX ETF	$375K	3000	0.34%	SOLE
48	JOHNSON & JOHNSON	COM	$375K	1533	0.34%	SOLE
49	ISHARES INC	MSCI EMRG CHN	$367K	4667	0.33%	SOLE
50	ABBVIE INC	COM	$355K	1632	0.32%	SOLE

1–50 of 76

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