SMART Wealth LLC

Position in SNEX — StoneX Group Inc.

CIK 2044723 Omaha, NE

Position in SNEX

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

Position Value

$271,957

New position

Shares Held

3,442

first reported quarter

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#329

of 469 holders

Holding Since

Jun 2026

1 quarter 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. SNEX ranks #2 (15.5% of the industry book) .

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

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$271,957	2,295	—	Shares	Sole	2026-08-06
No filing history on record for this holder in this stock.