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

SMART Wealth LLC

$464M in tracked AUM across 222 positions as of Q2 2026.

SW
CIK 0002044723 · last filed Jun 30, 2026
Total AUM
$464M
as of Q2 2026
Holdings
222
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SMART Wealth LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
BILZ
PIMCO ETF TR
$29M287K6.3%02
NVDA
NVIDIA CORPORATION
$15M76K3.3%03
IVV
ISHARES TR
$11M14K2.3%04
SPY
STATE STR SPDR S&P 500 ETF T
$10M13K2.1%05
SGRT
TIDAL TRUST I
$9M240K1.9%06
STRN
TIDAL TRUST I
$9M306K1.9%07
RDVY
FIRST TR EXCHANGE TRADED FD
$8M103K1.8%08
JEPI
J P MORGAN EXCHANGE TRADED F
$8M143K1.7%09
SPMO
INVESCO EXCH TRADED FD TR II
$7M46K1.6%10
XLSR
SSGA ACTIVE TR
$7M109K1.5%

Filing history

2026Q2Jun 30
$464M▲ 35.9%
222 positionsView →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 positionsLocked
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