Position in VRT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$2,114,723
-$33,749 QoQ
Shares Held
6,316
-26.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#869
of 2,035 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026SMART Wealth LLC holds $2,114,723 across 1 Electrical Equipment & Parts name. VRT ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
6,316 | $2,114,723 |
All Filings in VRT
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,114,723 | 6,316 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,148,472 | 8,574 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $616,286 | 3,804 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $316,353 | 2,097 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||