SMART Wealth LLC - Portfolio overview

SMART Wealth LLC has 239 reported holdings in this dataset, with the latest filing dated 2026-04-23.

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. BILZ - PIMCO ETF TR, 4.28%
2. NVDA - NVIDIA CORPORATION, 3.69%
3. VOO - VANGUARD INDEX FDS, 2.26%

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

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