Smallwood Wealth Investment Management, LLC - Q12026 Holdings

Smallwood Wealth Investment Management, LLC holds 515 stocks with a total portfolio value of $ 189.74M as of Q12026. In Q12026, Smallwood Wealth Investment Management, LLC added 26 new positions, increased stakes in 52 stocks, reduced 60 holdings, and fully exited 20 positions. The largest holding is Ishares Tr (ITOT), representing 25.71% of the total portfolio.