Smallwood Wealth Investment Management, LLC

Q3 2026 13F Holdings

Location
Red Bank, NJ
Holdings as of
9/30/2026
Value
$237M
Num holdings
613
Date filed
10/30/2026
Form type
13F-HR
Prev filing
7/23/2026
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type