Smallwood Wealth Investment Management, LLC

Position in ROKU — Roku, Inc

CIK 1921304 RED BANK, NJ

Position in ROKU

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,519

+$479 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#737

of 780 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $1,108,103 across 6 Entertainment names. ROKU ranks #5 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NFLX	Netflix Inc	7,440	$531,216
2	DIS	Walt Disney Co	5,309	$510,991
3	WBD	Warner Bros. Discovery, Inc.	1,967	$52,440
4	VSNT	Versant Media Group, Inc.	301	$10,839
5	ROKU	Roku, Inc This page	11	$1,519
6	LYV	Live Nation Entertainment, Inc.	6	$1,098

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,519	11	0.0%	Shares	Sole	2026-07-23
2026-03-31	$1,040	11	0.0%	Shares	Sole	2026-04-22
2025-12-31	$1,193	11	0.0%	Shares	Sole	2026-01-23
2025-09-30	$1,101	11	0.0%	Shares	Sole	2025-10-17
2025-06-30	$966	11	0.0%	Shares	Sole	2025-10-03
2025-03-31	$774	11	—	Shares	Sole	2025-04-25
No filing history on record for this holder in this stock.