Smallwood Wealth Investment Management, LLC

Position in V — Visa Inc.

CIK 1921304 RED BANK, NJ

Position in V

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

Position Value

$250,455

+$64,276 QoQ

Shares Held

730

+18.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#4,077

of 4,501 holders

Holding Since

Jun 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $624,000 across 6 Credit Services names. V ranks #1 (40.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc. This page	730	$250,455
2	AXP	American Express Co	585	$197,876
3	MA	Mastercard Inc	184	$94,502
4	COF	Capital One Financial Corp	322	$64,599
5	SOFI	SoFi Technologies, Inc.	900	$16,137
6	PYPL	PayPal Holdings, Inc.	10	$431

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,455	730	+18.5%	Shares	Sole	2026-07-23
2026-03-31	$186,179	616	-3.0%	Shares	Sole	2026-04-22
2025-12-31	$222,700	635	+1.3%	Shares	Sole	2026-01-23
2025-09-30	$214,045	627	-0.3%	Shares	Sole	2025-10-17
2025-06-30	$223,326	629	+1.5%	Shares	Sole	2025-10-03
2025-03-31	$217,285	620	-76.2%	Shares	Sole	2025-04-25
2022-12-31	$540,799	2,603	0.0%	Shares	Sole	2023-02-14
2022-09-30	$462,422	2,603	+4.7%	Shares	Sole	2022-11-14
2022-06-30	$489,665	2,487	—	Shares	Sole	2022-08-08
No filing history on record for this holder in this stock.