Smith Partners Wealth Management, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
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
Q1 2026
76
111,641
VUG, VOO, IEFA, VO
13F-HR
5/11/2026
000139834426008891
Q4 2025
78
108,711
VUG, VO, VOO, IEFA
13F-HR
2/13/2026
000139834426003144