SEC Form 13F

Smallwood Wealth Investment Management, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-24
Reported value$228,878,835
Positions529

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRITOTCORE S&P TTL STK$57,109,137347,654
APPLE INCAAPLCOM$13,163,86245,493
VANGUARD INDEX FDSVTITOTAL STK MKT$11,167,64330,179
DBX ETF TRDBEFXTRACK MSCI EAFE$11,062,738202,503
VANGUARD INDEX FDSVOEMCAP VL IDXVIP$8,924,41745,164
EA SERIES TRUSTFRDMFREEDOM 100 EM$8,479,641116,318
J P MORGAN EXCHANGE TRADED FHELOHEDG EQU LAD ETF$7,215,381106,768
CAPITAL GROUP DIVIDEND VALUECGDVSHS CREAT UNIT$6,960,220141,238
PGIM ETF TRPULSPGIM ULTRA SH BD$6,945,919140,180
CAPITAL GROUP GBL GROWTH EQTCGGOSHS CREAT UNIT$4,972,232117,463

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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