Smart Wealth
$464M 13F equity value
263 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Smart Wealth covers the quarter ended June 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 |
|---|---|---|---|---|
| BILZ | PIMCO ETF TR | 287,474 | $29M | 6.3% |
| NVDA | NVIDIA CORPORATION | 76,294 | $15M | 3.3% |
| IVV | ISHARES TR | 14,406 | $11M | 2.3% |
| SPY | STATE STR SPDR S&P 500 ETF T | 13,093 | $10M | 2.1% |
| SGRT | TIDAL TRUST I | 240,266 | $9M | 1.9% |
| STRN | TIDAL TRUST I | 306,434 | $9M | 1.9% |
| RDVY | FIRST TR EXCHANGE TRADED FD | 103,047 | $8M | 1.8% |
| JEPI | J P MORGAN EXCHANGE TRADED F | 143,327 | $8M | 1.7% |
| SPMO | INVESCO EXCH TRADED FD TR II | 45,954 | $7M | 1.6% |
| XLSR | SSGA ACTIVE TR | 109,367 | $7M | 1.5% |
Track Smart Wealth's 13F portfolio: $464M in reported holdings, 263 positions. Top holdings and quarterly changes on SentiSense.
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