Smith Partners Wealth Management, LLC - Q12026 Holdings

Smith Partners Wealth Management, LLC holds 76 stocks with a total portfolio value of $ 111.64M as of Q12026. In Q12026, Smith Partners Wealth Management, LLC added 3 new positions, increased stakes in 17 stocks, reduced 28 holdings, and fully exited 5 positions. The largest holding is Vanguard Index Fds (VUG), representing 9.30% of the total portfolio.