SMART Wealth LLC

Position in MS — Morgan Stanley

CIK 2044723 Omaha, NE

Position in MS

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

Position Value

$1,025,759

+$438,135 QoQ

Shares Held

4,907

+48.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

#1,379

of 2,723 holders

Holding Since

Mar 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SMART Wealth LLC holds $1,756,619 across 4 Capital Markets names. MS ranks #1 (58.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	4,907	$1,025,759
2	SNEX	StoneX Group Inc.	3,442	$271,957
3	SCHW	Schwab Charles Corp	2,584	$238,425
4	GS	Goldman Sachs Group Inc	218	$220,478

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,025,759	4,907	+48.2%	Shares	Sole	2026-08-06
2025-12-31	$587,624	3,310	+60.5%	Shares	Sole	2026-01-26
2025-03-31	$240,573	2,062	—	Shares	Sole	2025-04-29
No filing history on record for this holder in this stock.