Smallwood Wealth Investment Management, LLC Top Holdings and 13F Report (2026) About Smallwood Wealth Investment Management, LLCInvestment ActivitySmallwood Wealth Investment Management, LLC has $189.74 million in total holdings as of March 31, 2026.Smallwood Wealth Investment Management, LLC owns shares of 527 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 1.62% of the portfolio was purchased this quarter.About NaN of the portfolio was sold this quarter.This quarter, Smallwood Wealth Investment Management, LLC has purchased 509 new stocks and bought additional shares in 52 stocks.Smallwood Wealth Investment Management, LLC sold shares of 60 stocks and completely divested from 21 stocks this quarter.Largest Holdings iShares Core S&P Total U.S. Stock Market ETF $48,784,808Apple $11,660,664Vanguard Total Stock Market ETF $9,689,273Vanguard Mid-Cap Value ETF $8,189,748Freedom 100 Emerging Markets ETF $6,326,321 Largest New Holdings this Quarter 316188309 - Fidelity Total Bond ETF $124,953 Holding25434V864 - Dimensional Short-Duration Fixed Income ETF $95,760 Holding92206C680 - Vanguard Russell 1000 Growth ETF $75,576 Holding92189H748 - VanEck CLO ETF $46,112 Holding922907746 - Vanguard Tax-Exempt Bond ETF $25,892 Holding Largest Purchases this Quarter PGIM Ultra Short Bond ETF 17,768 shares (about $879.52K)J P MORGAN EXCHANGE TRADED F 6,379 shares (about $407.68K)Capital Group Dividend Value ETF 5,941 shares (about $252.73K)JPMorgan Nasdaq Equity Premium Income ETF 3,932 shares (about $218.31K)JPMorgan Core Plus Bond ETF 3,284 shares (about $154.61K) Largest Sales this Quarter iShares Core S&P Total U.S. Stock Market ETF 3,237 shares (about $461.05K)FlexShares Morningstar Global Upstream Natural Resources Index Fund 2,908 shares (about $160.41K)iShares iBoxx $ Investment Grade Corporate Bond ETF 1,297 shares (about $141.36K)iShares Core MSCI EAFE ETF 1,517 shares (about $137.33K)SPDR Dow Jones REIT ETF 1,160 shares (about $117.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSmallwood Wealth Investment Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorITOTiShares Core S&P Total U.S. Stock Market ETF$48,784,808$461,047 ▼-0.9%342,51725.7%ETFAAPLApple$11,660,664$116,490 ▼-1.0%45,9466.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$9,689,273$32,723 ▲0.3%30,2025.1%ETFVOEVanguard Mid-Cap Value ETF$8,189,748$29,301 ▼-0.4%44,4414.3%ETFFRDMFreedom 100 Emerging Markets ETF$6,326,321$42,901 ▼-0.7%115,7603.3%ETFJ P MORGAN EXCHANGE TRADED F$5,698,407$407,682 ▲7.7%89,1633.0%HEDGED EQUITY LACGDVCapital Group Dividend Value ETF$5,529,997$252,731 ▲4.8%129,9952.9%ETFPULSPGIM Ultra Short Bond ETF$5,500,539$879,516 ▲19.0%111,1222.9%ETFICEIntercontinental Exchange$5,362,147$60,710 ▼-1.1%34,0932.8%FinanceDWMWisdomTree International Equity Fund$4,026,367$15,795 ▲0.4%57,6092.1%FinanceMMITNYLI MacKay Shields Municipal Intermediate ETF$3,972,721$57,008 ▲1.5%164,8092.1%ETFVDEVanguard Energy ETF$3,948,253$9,517 ▲0.2%22,8172.1%ETFCGGOCapital Group Global Growth Equity ETF$3,857,023$11,279 ▼-0.3%115,5832.0%ETFJPMORGAN CHASE FINL CO LLC$3,177,052$6,153 ▼-0.2%91,9021.7%CAL LKD 44GUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$2,836,583$160,407 ▼-5.4%51,4241.5%ETFPMPhilip Morris International$2,629,709$331 ▼0.0%15,9041.4%Consumer StaplesNVDANVIDIA$2,365,1470.0%13,5611.2%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,174,724$218,305 ▲11.2%39,1701.1%ETFXOMExxonMobil$2,120,431$10,010 ▼-0.5%12,4981.1%EnergyGOOGAlphabet$2,070,4670.0%7,2171.1%Computer and TechnologyJCPBJPMorgan Core Plus Bond ETF$1,985,175$154,611 ▲8.4%42,1661.0%ETFRZVInvesco S&P SmallCap 600 Pure Value ETF$1,964,830$44,163 ▲2.3%15,7941.0%ETFMUBiShares National Muni Bond ETF$1,889,470$12,738 ▼-0.7%17,8001.0%ETFMSFTMicrosoft$1,832,193$32,949 ▼-1.8%4,9491.0%Computer and TechnologyRWRSPDR Dow Jones REIT ETF$1,721,888$117,128 ▼-6.4%17,0530.9%ETFIBMInternational Business Machines$1,413,4350.0%5,8310.7%Computer and TechnologySCHFSchwab International Equity ETF$1,363,180$3,960 ▼-0.3%55,0780.7%ETFJEPIJPMorgan Equity Premium Income ETF$1,275,186$11,109 ▲0.9%22,4980.7%ETFPGProcter & Gamble$1,219,335$15,168 ▼-1.2%8,4410.6%Consumer StaplesVOOVanguard S&P 500 ETF$996,249$10,757 ▲1.1%1,6670.5%ETFCVXChevron$880,9200.0%4,2570.5%EnergyAMZNAmazon.com$848,491$5,207 ▲0.6%4,0740.4%Retail/WholesaleCATCaterpillar$728,5760.0%1,0280.4%IndustrialsNFLXNetflix$722,086$9,615 ▼-1.3%7,5100.4%Consumer DiscretionaryMDLZMondelez International$613,3570.0%10,6410.3%Consumer StaplesJPMJPMorgan Chase & Co.$600,968$10,296 ▲1.7%2,0430.3%FinanceAVGOBroadcom$600,834$1,548 ▲0.3%1,9410.3%Computer and TechnologyJNJJohnson & Johnson$587,6310.0%2,4030.3%MedicalNJRNewJersey Resources$583,931$934 ▲0.2%10,6320.3%UtilitiesVEUVanguard FTSE All-World ex-US ETF$581,724$29,589 ▼-4.8%7,7460.3%ETFHDHome Depot$581,1480.0%1,7670.3%Retail/WholesaleBRBroadridge Financial Solutions$546,572$65,335 ▼-10.7%3,3630.3%Computer and TechnologyABBVAbbVie$544,159$8,700 ▲1.6%2,5020.3%MedicalDISWalt Disney$514,162$16,869 ▼-3.2%5,3340.3%Consumer DiscretionaryTAT&T$496,8490.0%17,1380.3%Computer and TechnologyPEGPublic Service Enterprise Group$441,665$5,667 ▼-1.3%5,4560.2%UtilitiesIWMiShares Russell 2000 ETF$420,4160.0%1,6950.2%FinanceBMYBristol Myers Squibb$398,7660.0%6,5740.2%MedicalJPIBJPMorgan International Bond Opportunities ETF$396,953$8,129 ▲2.1%8,3010.2%ETFPGNYProgyny$395,243$3,396 ▼-0.9%23,2770.2%MedicalMRKMerck & Co., Inc.$388,8550.0%3,2320.2%MedicalORCLOracle$384,354$294 ▲0.1%2,6120.2%Computer and TechnologyMETAMeta Platforms$374,213$5,722 ▲1.6%6540.2%Computer and TechnologyPEPPepsiCo$372,0390.0%2,3950.2%Consumer StaplesMOAltria Group$357,0620.0%5,4100.2%Consumer StaplesWPMWheaton Precious Metals$353,7270.0%2,7000.2%Basic MaterialsLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$343,972$141,360 ▼-29.1%3,1560.2%FinanceVLYValley National Bancorp$342,7960.0%27,9150.2%FinanceMSMorgan Stanley$338,8450.0%2,0580.2%FinanceFSCOFS Credit Opportunities$335,1720.0%65,7200.2%Financial ServicesSPYVSPDR Portfolio S&P 500 Value ETF$330,5400.0%5,8420.2%ETFBIVVanguard Intermediate-Term Bond ETF$317,364$16,902 ▼-5.1%4,1120.2%ETFMTBM&T Bank$314,8340.0%1,5230.2%FinanceAMGNAmgen$311,1520.0%8840.2%MedicalPALANTIR TECHNOLOGIES INC$302,945$58,512 ▼-16.2%2,0710.2%CL ALINDE PLC$300,2900.0%6050.2%SHSFIDELITY WISE ORIGIN BITCOIN$291,962$5,903 ▼-2.0%4,9460.2%SHSWALMART INC$287,1380.0%2,3100.2%COMBABoeing$266,933$4,976 ▼-1.8%1,3410.1%AerospaceCLColgate-Palmolive$262,593$39,888 ▼-13.2%3,0810.1%Consumer StaplesVZVerizon Communications$251,7740.0%5,0150.1%Computer and TechnologyJLLJones Lang LaSalle$248,3250.0%8160.1%FinanceGLDSPDR Gold Shares$225,9020.0%5250.1%FinanceMCDMcDonald's$224,6050.0%7220.1%Retail/WholesaleLMTLockheed Martin$219,751$6,054 ▲2.8%3630.1%AerospaceGOOGLAlphabet$214,519$63,263 ▼-22.8%7460.1%Computer and TechnologyMSIMotorola Solutions$213,3770.0%4910.1%Computer and TechnologyCMCSAComcast$198,550$41,060 ▼-17.1%6,9150.1%Consumer DiscretionaryCPRXCatalyst Pharmaceuticals$198,0800.0%8,0000.1%MedicalRTXRTX$191,1630.0%9910.1%AerospaceNXJNuveen New Jersey Quality Municipal Income Fund$188,8910.0%15,3570.1%Financial ServicesVVisa$186,212$5,744 ▼-3.0%6160.1%Business ServicesLLYEli Lilly and Company$184,8730.0%2010.1%MedicalIVTInvenTrust Properties$184,7090.0%6,0640.1%FinanceCHDChurch & Dwight$166,8510.0%1,7870.1%Consumer StaplesMRVLMarvell Technology$165,9080.0%1,6750.1%Computer and TechnologyAXPAmerican Express$161,826$54,446 ▼-25.2%5350.1%FinanceGE VERNOVA INC$156,2490.0%1790.1%COMCSCOCisco Systems$155,157$4,890 ▼-3.1%1,9990.1%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$154,6950.0%1,1640.1%ETFISHARES BITCOIN TRUST ETF$154,025$307 ▲0.2%4,0090.1%SHS BEN INTAVUVAvantis U.S. Small Cap Value ETF$153,5530.0%1,3900.1%ETFDUKDuke Energy$153,5200.0%1,1720.1%UtilitiesBXBlackstone$149,812$460 ▲0.3%1,3020.1%FinanceSHOPIFY INC$147,4440.0%1,2430.1%CL A SUB VTG SHSTRVTravelers Companies$145,735$7,009 ▼-4.6%4990.1%FinanceMUMicron Technology$144,169$50,764 ▲54.3%4260.1%Computer and TechnologyGLWCorning$139,0970.0%1,0230.1%Computer and TechnologyPFEPfizer$137,7110.0%4,9040.1%MedicalDFAEDimensional Emerging Core Equity Market ETF$136,3200.0%4,0260.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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