Smallwood Wealth Investment Management, LLC
CIK
1921304
City
RED BANK
State / Country
NJ
Top Portfolio Positions
382 positions ·
$56,855,986 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
45,946 | $11,660,635 | 20.51% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
34,093 | $5,362,147 | 9.43% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
15,904 | $2,629,567 | 4.62% | |
| NVDA |
Nvidia Corp
Technology
|
13,561 | $2,365,038 | 4.16% | |
| XOM |
Exxon Mobil Corp
Energy
|
12,498 | $2,120,410 | 3.73% | |
| MSFT |
Microsoft Corp
Technology
|
4,949 | $1,831,971 | 3.22% | |
| IBM |
International Business Machines Corp
Technology
|
5,831 | $1,413,376 | 2.49% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
8,441 | $1,219,218 | 2.14% | |
| CVX |
Chevron Corp
Energy
|
4,257 | $880,773 | 1.55% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,074 | $848,491 | 1.49% |
Portfolio Trend
18 quarters · across all stocks
Holdings in FMN
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,280 | 1,947 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $21,631 | 1,947 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $21,494 | 1,947 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $20,716 | 1,947 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $21,144 | 1,947 | Shares | Sole | 2025-04-25 | |
| No 13F history on record for this holder in this stock. | ||||||