13F Insight
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DOSSIER · 13F-HR · Q2 2026

Smallwood Wealth Investment Management, LLC

$229M in tracked AUM across 529 positions as of Q2 2026.

SW
CIK 0001921304 · last filed Jun 30, 2026
Total AUM
$229M
as of Q2 2026
Holdings
529
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

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