Smallwood Wealth Investment Management, LLC
Position in FSSL — FS Specialty Lending Fund
CIK 1921304
RED BANK, NJ
Position in FSSL
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$61,280
New position
Shares Held
5,496
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Smallwood Wealth Investment Management, LLC holds $1,391,859 across 24 Asset Management names. FSSL ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSCO |
FS Credit Opportunities Corp.
|
65,720 | $327,942 | |
| 2 | FSK |
FS KKR Capital Corp
|
13,043 | $136,951 | |
| 3 | BX |
Blackstone Inc.
|
1,106 | $130,143 | |
| 4 | BLK |
BlackRock, Inc.
|
111 | $106,733 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
4,611 | $85,949 | |
| 6 | NMZ |
Nuveen Municipal High Income Opportunity Fund
|
6,486 | $68,557 | |
| 7 | IVZ |
Invesco Ltd.
|
1,845 | $62,297 | |
| 8 | FSSL |
FS Specialty Lending Fund
This page
|
5,496 | $61,280 |
All Filings in FSSL
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,280 | 5,496 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||