Smallwood Wealth Investment Management, LLC - Portfolio overview

Smallwood Wealth Investment Management, LLC has 568 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. ITOT - ISHARES TR, 25.68%
2. AAPL - APPLE INC, 6.14%
3. VTI - VANGUARD INDEX FDS, 5.10%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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