Smallwood Wealth Investment Management, LLC

Q3 2025 13F Holdings

Location
Red Bank, NJ
Holdings as of
9/30/2025
Value
$196M
Value excl. options
$195M
Num holdings
530
Date filed
10/16/2025
Form type
13F-HR
Prev filing
10/2/2025
Next filing
1/23/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Excl. Options Shares Principal Option Type