Smallwood Wealth Investment Management, LLC

Q2 2026 13F Holdings

Location
Red Bank, NJ
Holdings as of
6/30/2026
Value ($000)
$228,879
Num holdings
529
Date filed
7/23/2026
Form type
13F-HR
Prev filing
4/22/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type