Smith Partners Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Greensboro, NC
CIK
0002111036
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 78 108,711 VUG, VO, VOO, IEFA 13F-HR 2/13/2026 000139834426003144