Smallwood Wealth Investment Management, LLC

Position in DELL — Dell Technologies Inc.

CIK 1921304 RED BANK, NJ

Position in DELL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$172,584

+$104,306 QoQ

Shares Held

400

-3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,874

of 2,109 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $228,703 across 7 Computer Hardware names. DELL ranks #1 (75.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DELL	Dell Technologies Inc. This page	400	$172,584
2	SNDK	Sandisk Corp	13	$29,558
3	WDC	Western Digital Corp	18	$11,496
4	ANET	Arista Networks, Inc.	60	$10,192
5	HPQ	Hp Inc	160	$3,510
6	QBTS	D-Wave Quantum Inc.	50	$1,199
7	CRSR	Corsair Gaming, Inc.	17	$164

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$172,584	400	-3.8%	Shares	Sole	2026-07-23
2026-03-31	$68,278	416	0.0%	Shares	Sole	2026-04-22
2025-12-31	$52,366	416	-11.5%	Shares	Sole	2026-01-23
2025-09-30	$66,631	470	0.0%	Shares	Sole	2025-10-17
2025-06-30	$57,622	470	+70.9%	Shares	Sole	2025-10-03
2025-03-31	$25,066	275	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.