Smart Wealth
$492M 13F equity value
267 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Smart Wealth covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 185,922 | $17M | 3.4% |
| SGRT | TIDAL TRUST I | 466,275 | $16M | 3.2% |
| NVDA | NVIDIA CORPORATION | 66,738 | $15M | 3.1% |
| STRN | TIDAL TRUST I | 557,550 | $15M | 3.0% |
| IVV | ISHARES TR | 17,484 | $13M | 2.7% |
| SPDW | SPDR INDEX SHS FDS | 258,334 | $13M | 2.6% |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 216,315 | $11M | 2.1% |
| JEPI | J P MORGAN EXCHANGE TRADED F | 169,991 | $10M | 1.9% |
| IEMG | ISHARES INC | 104,943 | $9M | 1.7% |
| XLSR | SSGA ACTIVE TR | 121,645 | $8M | 1.6% |
Track Smart Wealth's 13F portfolio: $492M in reported holdings, 267 positions. Top holdings and quarterly changes on SentiSense.
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