13F Insight
DOSSIER · 13F-HR · Q1 2026

Smallwood Wealth Investment Management, LLC

Smallwood Wealth Investment's family office based in Omaha, NE — $190M in tracked AUM across 527 positions as of Q1 2026.

SW
Smallwood Wealth Investment·Omaha, NE·Family Office
CIK 0001921304 · last filed Mar 31, 2026
Total AUM
$190M
▼ 11.5%
vs prior
Holdings
527
—
positions
Whale Score
49
49
tracked
Activity
—
no data
changes this Q
Top sector
Tech
7% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Smallwood Wealth Investment Management, LLC
1. Portfolio Overview

Smallwood Wealth Investment Management has undergone a significant transformation in the quarter ending December 31, 2025. The firm experienced a substantial 146.2% increase in total portfolio value, growing from $77.61 million to $191.05 million. This dramatic expansion suggests a combination of strong market performance on existing assets and a substantial influx of new client capi...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
ITOT
ISHARES TR
$49M343K25.7%
02
AAPL
APPLE INC
$12M46K6.1%
03
VTI
VANGUARD INDEX FDS
$10M30K5.1%
04
VOE
VANGUARD INDEX FDS
$8M44K4.3%
05
FRDM
EA SERIES TRUST
$6M116K3.3%
06
HELO
J P MORGAN EXCHANGE TRADED F
$6M89K3.0%
07
CGDV
CAPITAL GROUP DIVIDEND VALUE
$6M130K2.9%
08
PULS
PGIM ETF TR
$6M111K2.9%
09
ICE
INTERCONTINENTAL EXCHANGE IN
$5M34K2.8%
10
DWM
WISDOMTREE TR
$4M58K2.1%

Filing history

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