Smallwood Wealth Investment Management, LLC Last Quarter Change: USA ETF, Reduced

Smallwood Wealth Investment Management, LLC quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Smallwood Wealth Investment Management, LLC opened 43 positions, added to 30, reduced 17, sold out of 35 and left 77 unchanged. The largest increase in value was DBEF (+$11,062,738); the largest decrease was HELO (-$5,698,407).

VTI: Country of operation —; Class TOTAL STK MKT; Shares 2026-03-31 30,202; Shares 2026-06-30 30,179.
SCHF: Country of operation —; Class INTL EQTY ETF; Shares 2026-03-31 55,078; Shares 2026-06-30 54,865.
VOO: Country of operation —; Class S&P 500 ETF SHS; Shares 2026-03-31 1,667; Shares 2026-06-30 1,640.
VEU: Country of operation —; Class ALLWRLD EX US; Shares 2026-03-31 7,746; Shares 2026-06-30 7,702.

Two Form 13F-HR filings compared (SEC CIK 1921304): 2026-03-31 (filed 2026-04-22) and 2026-06-30 (filed 2026-07-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
VTI VANGUARD INDEX FDS	TOTAL STK MKT	30,202	30,179	-23	$9,689,273	$11,167,643	+$1,478,370
SCHF SCHWAB STRATEGIC TR	INTL EQTY ETF	55,078	54,865	-213	$1,363,180	$1,519,760	+$156,580
VOO VANGUARD INDEX FDS	S&P 500 ETF SHS	1,667	1,640	-27	$996,249	$1,126,600	+$130,351
VEU VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	7,746	7,702	-44	$581,724	$645,042	+$63,318
IBIT ISHARES BITCOIN TRUST ETF	SHS BEN INT	4,009	3,410	-599	$154,025	$113,518	-$40,507
FBND FIDELITY MERRIMACK STR TR	TOTAL BD ETF	2,739	2,112	-627	$124,953	$96,074	-$28,879
IJH ISHARES TR	CORE S&P MCP ETF	1,137	750	-387	$76,786	$57,832	-$18,954
NOBL PROSHARES TR	S&P 500 DV ARIST	227	102	-125	$24,064	$5,728	-$18,336
SCHX SCHWAB STRATEGIC TR	US LRG CAP ETF	2,174	2,154	-20	$55,741	$63,392	+$7,651
BIV VANGUARD BD INDEX FDS	INTERMED TERM	4,112	4,066	-46	$317,364	$311,862	-$5,502
SCHD SCHWAB STRATEGIC TR	US DIVIDEND EQ	2,032	1,839	-193	$62,341	$58,314	-$4,027
EEM ISHARES TR	MSCI EMG MKT ETF	938	832	-106	$53,269	$56,917	+$3,648
MUB ISHARES TR	NATIONAL MUN ETF	17,800	17,531	-269	$1,889,470	$1,886,686	-$2,784
FNDX SCHWAB STRATEGIC TR	FUNDAMENTAL US L	645	622	-23	$17,963	$19,344	+$1,381
PHK PIMCO HIGH INCOME FD	COM SHS	2,844	2,586	-258	$13,168	$12,054	-$1,114
ARKX ARK ETF TR	SPACE & DEFENSE	499	459	-40	$14,645	$15,661	+$1,016
BITO PROSHARES TR	BITCOIN ETF	103	1	-102	$960	$7	-$953

Similar Firms

Firm Name	Country	13F Value	Holdings
Sheridan Capital Management, LLC	United States	$0.190B	31
Leslie Global Wealth, LLC	United States	$0.190B	79
Bradley & Co. Private Wealth Management, LLC	United States	$0.190B	266
BEACONLIGHT CAPITAL, LLC	United States	$0.190B	34
Financial Architects, LLC	United States	$0.190B	25
Laurel Wealth Planning LLC	United States	$0.190B	59
Andrews Advisory Associates, LLC	United States	$0.190B	82
Pacific Point Advisors, LLC	United States	$0.190B	133
Steffes Financial, Ltd.	United States	$0.189B	32
Camarda Financial Advisors, LLC	United States	$0.190B	104