Smith Partners Wealth Management, LLC
Filing Date
Global Rank
#7,959
/ 8,578
▲ 34
Top Industry
Consumer Electronics
25.9%
3Y Alpha vs SPY
-22.0%
Period ended 3 months ago
Filed May 11, 2026 · 35d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+2.8%
SPY
+9.1%
Annualised alpha
-21.4%
Max drawdown
−7.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
25 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
25.1%
−1.8 pts
Top 5
52.4%
−5.1 pts
Top 10
72.3%
−3.0 pts
HHI
973
Diversified−143
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.6% | $5,011,330 |
| Financial Services | 15.9% | $2,113,485 |
| Industrials | 10.9% | $1,457,094 |
| Consumer Defensive | 10.6% | $1,415,153 |
| Healthcare | 9.0% | $1,194,210 |
| Consumer Cyclical | 6.9% | $922,379 |
| Energy | 4.4% | $580,354 |
| Unclassified | 2.9% | $383,700 |
| Utilities | 1.8% | $235,692 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| GE | General Electric Co | +52 | 811 | $230,137 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| PFE | Pfizer Inc | −656 | 8,429 | $236,686 | |
| DUK | Duke Energy CORP | −413 | 1,800 | $235,692 | |
| AAPL | Apple Inc. | −244 | 13,190 | $3,347,490 | |
| BRK-B | Berkshire Hathaway Inc | −100 | 1,458 | $698,673 | |
| JNJ | Johnson & Johnson | −55 | 1,533 | $374,726 | |
| SPY | Spdr S&P 500 ETF Trust | −6 | 590 | $383,700 | |
| No positions match the current search. | |||||
4 positions ·
$1,194,210 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| LH |
Labcorp Holdings Inc.
Healthcare
|
Held | 854 | $227,855 | 19.08% | |
| PFE |
Pfizer Inc
Healthcare
|
Reduced | 8,429 | $236,686 | 19.82% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 1,632 | $354,943 | 29.72% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 1,533 | $374,726 | 31.38% |