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Home > Institutional Investor > Smart Wealth Llc > 13F Holdings

Instuitional Investor - Smart Wealth Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Pimco Etf Trust
 MINT 287,474 $29,014,778 6.25%
2.
Nvidia Corp
 NVDA 76,294 $15,265,675 3.29%
3.
Ishares Trust
 IEF 14,406 $10,788,248 2.32%
4.
Spdr S & P 500 Etf Trust
 SPY 13,093 $9,777,165 2.11%
5.
Tidal Trust I - SMAR EARN 30 ETF
 240,266 $9,009,984 1.94%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.