SMART Wealth LLC

Position in LITE — Lumentum Holdings Inc.

CIK 2044723 Omaha, NE

Position in LITE

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$2,795,559

+$1,479,993 QoQ

Shares Held

3,258

+74.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.74%

of 13F equity value

Holder Rank

#523

of 1,305 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SMART Wealth LLC holds $6,908,800 across 3 Communication Equipment names. LITE ranks #2 (40.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CIEN	Ciena Corp	7,558	$3,707,652
2	LITE	Lumentum Holdings Inc. This page	3,258	$2,795,559
3	CSCO	Cisco Systems, Inc.	3,453	$405,589

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,795,559	3,258	+74.0%	Shares	Sole	2026-08-06
2026-03-31	$1,315,566	1,872	+55.7%	Shares	Sole	2026-04-23
2025-12-31	$443,045	1,202	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.