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

SMART Wealth LLC

$341M in tracked AUM across 207 positions as of Q1 2026.

SW
CIK 0002044723 · last filed Mar 31, 2026
Total AUM
$341M
as of Q1 2026
Holdings
207
—
positions
Whale Score
45
45
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

SMART Wealth LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

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
BILZ
PIMCO ETF TR
$15M153K4.5%02
NVDA
NVIDIA CORPORATION
$13M76K3.9%03
VOO
VANGUARD INDEX FDS
$8M14K2.4%04
RDVY
FIRST TR EXCHANGE TRADED FD
$8M116K2.3%05
SIXO
AIM ETF PRODUCTS TRUST
$6M187K1.9%06
EALT
INNOVATOR ETFS TRUST
$6M188K1.8%07
DECU
AIM ETF PRODUCTS TRUST
$6M234K1.8%08
JEPI
J P MORGAN EXCHANGE TRADED F
$6M108K1.8%09
QBUF
INNOVATOR ETFS TRUST
$6M209K1.8%10
BRK/B
BERKSHIRE HATHAWAY INC DEL
$6M12K1.7%

Filing history

2026Q1Mar 31
$341M▲ 4.1%
207 positionsView →2025Q4Dec 31
$328M▲ 23.7%
188 positionsView →2025Q3Sep 30
$265M▼ 16.8%
141 positionsView →2025Q2Jun 30
$319M▲ 43.4%
168 positionsLocked2025Q1Mar 31
$222M▼ 20.9%
97 positionsLocked2024Q4Dec 31
$281M▲ 10.2%
146 positionsLocked2024Q3Sep 30
$255M▲ 3.2%
140 positionsLocked2024Q2Jun 30
$247M▲ 11.4%
125 positionsLocked2024Q1Mar 31
$222M▲ 21.2%
118 positionsLocked2023Q4Dec 31
$183M▲ 37.5%
82 positionsLocked2023Q3Sep 30
$133M▲ 0.5%
72 positionsLocked2023Q2Jun 30
$132M▲ 16.8%
81 positionsLocked
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