Smallwood Wealth Investment Management, LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$191.0M
Holdings
521
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (521 positions)
| Stock | Value |
|---|---|
DUKDUKE ENERGY CORP NEW | $137K |
DFAEDIMENSIONAL ETF TRUST | $131K |
RSGREPUBLIC SVCS INC | $129K |
PTCTPTC THERAPEUTICS INC | $127K |
SCHHSCHWAB STRATEGIC TR | $125K |
PNCPNC FINL SVCS GROUP INC | $123K |
PFEPFIZER INC | $122K |
BLKBLACKROCK INC | $122K |
VBVANGUARD INDEX FDS | $119K |
IWNISHARES TR | $119K |
ABTABBOTT LABS | $119K |
GEVGE VERNOVA INC | $116K |
SOSOUTHERN CO | $114K |
LPLALPL FINL HLDGS INC | $111K |
MAMASTERCARD INCORPORATED | $108K |
TSLATESLA INC | $107K |
KOCOCA COLA CO | $105K |
BACBANK AMERICA CORP | $104K |
AGGISHARES TR | $103K |
COSTCOSTCO WHSL CORP NEW | $100K |
NDQINVESCO QQQ TR | $95K |
BKBANK NEW YORK MELLON CORP | $89K |
GLWCORNING INC | $89K |
GBTCGRAYSCALE BITCOIN TRUST ETF | $89K |
CRMSALESFORCE INC | $89K |
UALUNITED AIRLS HLDGS INC | $88K |
CVSCVS HEALTH CORP | $88K |
GEGE AEROSPACE | $86K |
VYMVANGUARD WHITEHALL FDS | $83K |
UNHUNITEDHEALTH GROUP INC | $83K |
EMNEASTMAN CHEM CO | $81K |
VLOVALERO ENERGY CORP | $81K |
AVDVAMERICAN CENTY ETF TR | $80K |
NSCNORFOLK SOUTHN CORP | $79K |
ETNEATON CORP PLC | $79K |
COFCAPITAL ONE FINL CORP | $78K |
MUMICRON TECHNOLOGY INC | $78K |
KMIKINDER MORGAN INC DEL | $78K |
TMOTHERMO FISHER SCIENTIFIC INC | $76K |
CMICUMMINS INC | $76K |
BNDXVANGUARD CHARLOTTE FDS | $74K |
DONSPDR DOW JONES INDL AVERAGE | $72K |
TTWOTAKE-TWO INTERACTIVE SOFTWAR | $70K |
IWFISHARES TR | $70K |
IEMGISHARES INC | $69K |
CMGCHIPOTLE MEXICAN GRILL INC | $68K |
KTOSKRATOS DEFENSE & SEC SOLUTIO | $68K |
VCITVANGUARD SCOTTSDALE FDS | $68K |
IVVISHARES TR | $67K |
IFFINTERNATIONAL FLAVORS&FRAGRA | $66K |
MTZMASTEC INC | $65K |
AEPAMERICAN ELEC PWR CO INC | $63K |
PHOINVESCO EXCHANGE TRADED FD T | $62K |
LRCXLAM RESEARCH CORP | $61K |
SSENTINELONE INC | $60K |
XBXMXNUVEEN S&P 500 BUY-WRITE INC | $60K |
XLFSELECT SECTOR SPDR TR | $60K |
SCHXSCHWAB STRATEGIC TR | $58K |
WTWWILLIS TOWERS WATSON PLC LTD | $58K |
ADBEADOBE INC | $58K |
MDTMEDTRONIC PLC | $58K |
YUMYUM BRANDS INC | $57K |
PMMPUTNAM MANAGED MUN INCOME TR | $56K |
WBDWARNER BROS DISCOVERY INC | $56K |
SCHDSCHWAB STRATEGIC TR | $56K |
KKRKKR & CO INC | $55K |
VNQVANGUARD INDEX FDS | $55K |
VRTXVERTEX PHARMACEUTICALS INC | $54K |
MDYSPDR S&P MIDCAP 400 ETF TR | $54K |
PPGPPG INDS INC | $54K |
BROBROWN & BROWN INC | $53K |
FNBF N B CORP | $53K |
DELLDELL TECHNOLOGIES INC | $52K |
AMATAPPLIED MATLS INC | $52K |
EDCONSOLIDATED EDISON INC | $52K |
RDVIFIRST TR EXCHANGE-TRADED FD | $52K |
SLVISHARES SILVER TR | $51K |
IJHISHARES TR | $49K |
DEDEERE & CO | $46K |
CBCHUBB LIMITED | $46K |
IUSVISHARES TR | $45K |
EEMISHARES TR | $45K |
AMDADVANCED MICRO DEVICES INC | $45K |
IVEISHARES TR | $44K |
NBIXNEUROCRINE BIOSCIENCES INC | $43K |
TROWPRICE T ROWE GROUP INC | $43K |
DFAIDIMENSIONAL ETF TRUST | $42K |
COPCONOCOPHILLIPS | $41K |
HIGHARTFORD INSURANCE GROUP INC | $41K |
KRGKITE RLTY GROUP TR | $41K |
TRVCCITIGROUP INC | $40K |
EFAISHARES TR | $40K |
SLBSLB LIMITED | $40K |
VGTVANGUARD WORLD FD | $39K |
CRWDCROWDSTRIKE HLDGS INC | $39K |
NOWSERVICENOW INC | $39K |
DSMBNY MELLON STRATEGIC MUN BD | $39K |
WELLWELLTOWER INC | $38K |
UBERUBER TECHNOLOGIES INC | $37K |
SYKSTRYKER CORPORATION | $37K |