Smallwood Wealth Investment Management, LLC - Q42025 Holdings

Smallwood Wealth Investment Management, LLC holds 509 stocks with a total portfolio value of $ 191.05M as of Q42025. In Q42025, Smallwood Wealth Investment Management, LLC added 20 new positions, increased stakes in 89 stocks, reduced 88 holdings, and fully exited 33 positions. The largest holding is Ishares Tr (ITOT), representing 26.91% of the total portfolio.