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Home > Institutional Investor > Smallwood Wealth Investment Management, Llc > Profile

Instuitional Investor - Smallwood Wealth Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Smallwood Wealth Investment Management, Llc
Portfolio Value $189,740,016
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 342,517 $48,784,808 25.71%
2.
Apple Inc.
 AAPL 45,946 $11,660,664 6.15%
3.
Vanguard Index Fds
 30,202 $9,689,273 5.11%
4.
Vanguard Index Fds
 44,441 $8,189,748 4.32%
5.
Ea Series Trust
 115,760 $6,326,321 3.33%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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