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Value $
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$145M
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Signature - Title
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John L. Smallwood - CCO
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Location
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Red Bank, NJ
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Summary
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This page shows a list of all the recent 13F filings made by Smallwood Wealth Investment Management, LLC. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. Smallwood Wealth Investment Management, LLC reported 78 stock holdings with total value $145M as of Q4 2024. Top holdings included ITOT, AAPL, VTI, VOE, and ICE.