Smallwood Wealth Investment Management, LLC
CIK
0001921304
City
Red Bank
State / Country
NJ
Top Portfolio Positions
353 positions ·
$57,126,511 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
46,405 | $12,615,663 | 22.08% |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
34,479 | $5,584,218 | 9.78% |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
15,906 | $2,551,322 | 4.47% |
| NVDA |
Nvidia Corp
Technology
|
13,561 | $2,529,126 | 4.43% |
| MSFT |
Microsoft Corp
Technology
|
5,038 | $2,436,477 | 4.27% |
| IBM |
International Business Machines Corp
Technology
|
5,831 | $1,727,200 | 3.02% |
| XOM |
Exxon Mobil Corp
Energy
|
12,557 | $1,511,109 | 2.65% |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
8,546 | $1,224,727 | 2.14% |
| AMZN |
Amazon Com Inc
|
4,049 | $934,590 | 1.64% |
| NFLX |
Netflix Inc
Communication Services
|
7,610 | $713,513 | 1.25% |
Portfolio Trend
Holdings in MMD
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $11,078 | 745 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $11,271 | 745 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,018 | 745 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $11,234 | 745 | Shares | Sole | 2025-04-25 | |
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