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Smallwood Wealth Investment Management, LLC 13F holdings

Filed 2026-07-23 · Smallwood Wealth Investment Management, LLC · 529 positions · $228.9M

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TickerCompanySharesValue% of portfolio
ITOTISHARES TR347.7K$57.1M25.0%
AAPLAPPLE INC45.5K$13.2M5.8%
VTIVANGUARD INDEX FDS30.2K$11.2M4.9%
DBEFDBX ETF TR202.5K$11.1M4.8%
VOEVANGUARD INDEX FDS45.2K$8.9M3.9%
FRDMEA SERIES TRUST116.3K$8.5M3.7%
HELOJ P MORGAN EXCHANGE TRADED F106.8K$7.2M3.2%
CGDVCAPITAL GROUP DIVIDEND VALUE141.2K$7.0M3.0%
PULSPGIM ETF TR140.2K$6.9M3.0%
CGGOCAPITAL GROUP GBL GROWTH EQT117.5K$5.0M2.2%
MMITNEW YORK LIFE INVTS ACTIVE E182.4K$4.4M1.9%
DWMWISDOMTREE TR59.0K$4.3M1.9%
ICEINTERCONTINENTAL EXCHANGE IN33.8K$4.2M1.8%
VDEVANGUARD WORLD FD23.3K$3.5M1.5%
AMJBJPMORGAN CHASE FINL CO LLC93.3K$3.2M1.4%
PMPHILIP MORRIS INTL INC15.8K$2.9M1.3%
NVDANVIDIA CORPORATION13.7K$2.8M1.2%
GUNRFLEXSHARES TR52.0K$2.6M1.1%
GOOGALPHABET INC7.2K$2.6M1.1%
RZVINVESCO EXCHANGE TRADED FD T16.8K$2.5M1.1%
JEPQJ P MORGAN EXCHANGE TRADED F40.6K$2.5M1.1%
JCPBJ P MORGAN EXCHANGE TRADED F50.7K$2.4M1.0%
RWRSPDR SERIES TRUST17.6K$2.0M0.9%
MUBISHARES TR17.5K$1.9M0.8%
MSFTMICROSOFT CORP4.9K$1.8M0.8%
EXMOCEXXON MOBIL CORP12.6K$1.7M0.8%
IBMINTERNATIONAL BUSINESS MACHS5.8K$1.6M0.7%
SCHFSCHWAB STRATEGIC TR54.9K$1.5M0.7%
JEPIJ P MORGAN EXCHANGE TRADED F25.6K$1.4M0.6%
PGPROCTER & GAMBLE CO8.3K$1.2M0.5%
VOOVANGUARD INDEX FDS1.6K$1.1M0.5%
CATCATERPILLAR INC1.0K$1.1M0.5%
AMZNAMAZON COM INC4.2K$998,1670.4%
KLACKLA CORP3.0K$905,1300.4%
LLYELI LILLY & CO697$836,0020.4%
CVXCHEVRON CORPORATION4.3K$705,4700.3%
JPMJPMORGAN CHASE & CO2.0K$664,1520.3%
VEUVANGUARD INTL EQUITY INDEX F7.7K$645,0420.3%
ABBVABBVIE INC2.5K$627,3380.3%
AVGOBROADCOM INC1.7K$625,2680.3%
HDHOME DEPOT INC1.8K$621,7740.3%
MDLZMONDELEZ INTL INC10.6K$615,4860.3%
JNJJOHNSON & JOHNSON2.4K$610,5420.3%
NJRNEW JERSEY RES CORP10.6K$596,6440.3%
BUFRFIRST TR EXCHNG TRADED FD VI14.9K$545,8670.2%
PGNYPROGYNY INC18.5K$533,3550.2%
NFLXNETFLIX INC.7.4K$531,2160.2%
DISDISNEY WALT CO5.3K$511,0620.2%
IWMISHARES TR1.7K$509,6320.2%
MRVLMARVELL TECHNOLOGY INC1.7K$503,4340.2%
MUMICRON TECHNOLOGY INC432$499,5360.2%
JPIBJ P MORGAN EXCHANGE TRADED F9.7K$468,8010.2%
IJANINNOVATOR ETFS TRUST11.9K$452,7310.2%
MSMORGAN STANLEY2.1K$449,4310.2%
BRBROADRIDGE FINL SOLUTIONS IN3.3K$445,7390.2%
PEGPUBLIC SVC ENTERPRISE GROUP5.5K$442,8110.2%
MRKMERCK & CO INC3.4K$441,0960.2%
AMGNAMGEN INC1.2K$428,8700.2%
VLYVALLEY NATL BANCORP27.9K$408,9540.2%
MOALTRIA GROUP INC5.4K$389,2900.2%
Top Fund Holdings
13F
Top Fund Holdings

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