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 |
|---|---|
BCEBCE INC | $11K |
IWBISHARES TR | $11K |
TDIVFIRST TR EXCHANGE TRADED FD | $11K |
GXCSPDR INDEX SHS FDS | $11K |
BNDVANGUARD BD INDEX FDS | $11K |
MMDNYLI MACKAY DEFINEDTERM MUNI | $11K |
FEZSPDR INDEX SHS FDS | $11K |
ADIANALOG DEVICES INC | $11K |
DINOHF SINCLAIR CORP | $10K |
BLDRBUILDERS FIRSTSOURCE INC | $10K |
MLPXGLOBAL X FDS | $10K |
ITBISHARES TR | $10K |
DIAXNUVEEN DOW 30 DYNMC OVERWRT | $10K |
XLESELECT SECTOR SPDR TR | $9K |
MNANEW YORK LIFE INVESTMENTS ET | $9K |
ANETARISTA NETWORKS INC | $9K |
WDCWESTERN DIGITAL CORP | $9K |
CIMCHIMERA INVT CORP | $9K |
XSSPXNUVEEN S&P 500 DYNAMIC OVERW | $9K |
SWSMURFIT WESTROCK PLC | $9K |
JNKSPDR SERIES TRUST | $8K |
EMBISHARES TR | $8K |
PANWPALO ALTO NETWORKS INC | $8K |
BCBPBCB BANCORP INC | $8K |
CRFCORNERSTONE TOTAL RETURN FD | $8K |
DTMDT MIDSTREAM INC | $8K |
SMDVPROSHARES TR | $8K |
TDCTERADATA CORP DEL | $7K |
MLPAGLOBAL X FDS | $7K |
AUPHAURINIA PHARMACEUTICALS INC | $7K |
HWMHOWMET AEROSPACE INC | $7K |
XBGYXBLACKROCK ENHANCED INTL DIV | $7K |
PHPARKER-HANNIFIN CORP | $7K |
SCZISHARES TR | $7K |
BTCGRAYSCALE BITCOIN MINI TR ET | $7K |
VEAVANGUARD TAX-MANAGED FDS | $6K |
LITGLOBAL X FDS | $6K |
TPRTAPESTRY INC | $6K |
GABGABELLI EQUITY TR INC | $6K |
GEHCGE HEALTHCARE TECHNOLOGIES I | $6K |
BUZZVANECK ETF TRUST | $6K |
VODVODAFONE GROUP PLC NEW | $6K |
CHTRCHARTER COMMUNICATIONS INC N | $5K |
KHCKRAFT HEINZ CO | $5K |
DDDUPONT DE NEMOURS INC | $5K |
LLOEWS CORP | $5K |
QQNITY ELECTRONICS INC | $5K |
ZBHZIMMER BIOMET HOLDINGS INC | $5K |
CRUSCIRRUS LOGIC INC | $5K |
WMWASTE MGMT INC DEL | $5K |
YUMCYUM CHINA HLDGS INC | $5K |
SPGSIMON PPTY GROUP INC NEW | $5K |
ASGNASGN INC | $5K |
BSXBOSTON SCIENTIFIC CORP | $5K |
APHAMPHENOL CORP NEW | $5K |
PRCTPROCEPT BIOROBOTICS CORP | $4K |
ITA*ISHARES TR | $4K |
VTRSVIATRIS INC | $4K |
GSGOLDMAN SACHS GROUP INC | $4K |
EAELECTRONIC ARTS INC | $4K |
IJKISHARES TR | $4K |
LUVSOUTHWEST AIRLS CO | $4K |
FITBFIFTH THIRD BANCORP | $4K |
SMHVANECK ETF TRUST | $4K |
ROSTROSS STORES INC | $4K |
CCLCARNIVAL CORP | $3K |
ABGCENCORA INC | $3K |
UPSUNITED PARCEL SERVICE INC | $3K |
CHMICHERRY HILL MTG INVT CORP | $3K |
SPOTSPOTIFY TECHNOLOGY S A | $3K |
JCIJOHNSON CTLS INTL PLC | $3K |
APLEAPPLE HOSPITALITY REIT INC | $3K |
VCRVANGUARD WORLD FD | $3K |
NTRNUTRIEN LTD | $3K |
HPEHEWLETT PACKARD ENTERPRISE C | $3K |
7HPHP INC | $3K |
RWXSPDR INDEX SHS FDS | $3K |
TTDTHE TRADE DESK INC | $3K |
MLMMARTIN MARIETTA MATLS INC | $3K |
TEMTEMPUS AI INC | $2K |
SUSUNCOR ENERGY INC NEW | $2K |
HLTHILTON WORLDWIDE HLDGS INC | $2K |
CAVACAVA GROUP INC | $2K |
NGVTINGEVITY CORP | $2K |
TOSTTOAST INC | $2K |
ZMZOOM COMMUNICATIONS INC | $2K |
SOBOSOUTH BOW CORP | $2K |
OGIGALPS ETF TR | $2K |
ETRENTERGY CORP NEW | $2K |
VXFVANGUARD INDEX FDS | $2K |
BIPBROOKFIELD INFRAST PARTNERS | $2K |
HALHALLIBURTON CO | $2K |
GNLGLOBAL NET LEASE INC | $2K |
CAPLCROSSAMERICA PARTNERS LP | $2K |
PGRPROGRESSIVE CORP | $2K |
CTRACOTERRA ENERGY INC | $2K |
IAGGISHARES TR | $2K |
RACEFERRARI N V | $2K |
PYPLPAYPAL HLDGS INC | $2K |
MRNAMODERNA INC | $1K |