SMART Wealth LLC
Top Portfolio Positions
82 positions ·
$89,969,551 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
76,064 | $13,265,561 | 14.74% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
12,268 | $5,878,825 | 6.53% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
8,131 | $4,693,050 | 5.22% | |
| GLD |
Spdr Gold Trust
|
10,764 | $4,631,641 | 5.15% | |
| AAPL |
Apple Inc.
Technology
|
16,375 | $4,155,811 | 4.62% | |
| PSLV |
Sprott Physical Silver Trust
Financial Services
|
139,768 | $3,408,941 | 3.79% | |
| SIVR |
abrdn Silver ETF Trust
|
43,359 | $3,104,937 | 3.45% | |
| LLY |
ELI LILLY & Co
Healthcare
|
2,684 | $2,468,662 | 2.74% | |
| ADI |
Analog Devices Inc
Technology
|
7,277 | $2,315,104 | 2.57% | |
| MU |
Micron Technology Inc
Technology
|
6,669 | $2,253,054 | 2.50% |
Portfolio Trend
14 quarters · across all stocks
Holdings in FETH
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,541,737 | 73,838 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,718,357 | 58,033 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,904,984 | 45,848 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,349,640 | 53,621 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $456,779 | 25,029 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $724,629 | 21,689 | Shares | Sole | 2025-01-28 | |
| No 13F history on record for this holder in this stock. | ||||||