13F Filings History of Smallwood Wealth Investment Management, LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$191,046,256
Signature - Title
John Smallwood - Chief Compliance Officer
Location
Red Bank, NJ
Summary
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 506 stock holdings with total value $191,046,256 as of Q4 2025. Top holdings included ITOT, AAPL, VTI, VOE, and FRDM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 506 $191,046,256 +$3,607,810 -$10,322,946 -$6,715,136 ITOT, AAPL, VTI, VOE, FRDM 13F-HR 23 Jan 2026, 11:39
Q3 2025 520 $194,636,179 +$8,821,760 -$795,373 +$8,026,387 ITOT, AAPL, VTI, VOE, ICE 13F-HR 16 Oct 2025, 20:46
Q2 2025 561 $175,261,806 +$7,138,526 -$1,444,844 +$5,693,682 ITOT, VTI, AAPL, VOE, ICE 13F-HR 02 Oct 2025, 17:45
Q1 2025 500 $158,812,610 +$17,407,376 -$1,553,115 +$15,854,261 ITOT, AAPL, VOE, VTI, ICE 13F-HR 25 Apr 2025, 15:11
Q4 2024 78 $145,037,973 +$9,889,634 -$4,595,319 +$5,294,315 ITOT, AAPL, VTI, VOE, ICE 13F-HR 17 Jan 2025, 16:43
Q3 2024 70 $140,201,326 +$5,820,470 -$3,416,421 +$2,404,049 ITOT, AAPL, VTI, VOE, ICE 13F-HR 16 Oct 2024, 15:52
Q2 2024 67 $129,477,702 +$6,448,798 -$8,090,593 -$1,641,795 ITOT, AAPL, VTI, VOE, ICE 13F-HR 26 Jul 2024, 14:36
Q1 2024 67 $129,002,720 +$2,884,829 -$2,121,618 +$763,211 ITOT, VTI, AAPL, VOE, ICE 13F-HR 24 Apr 2024, 17:50
Q4 2023 65 $120,835,434 +$3,499,797 -$2,997,346 +$502,451 ITOT, AAPL, VTI, VOE, ICE 13F-HR 23 Jan 2024, 16:35
Q3 2023 62 $109,880,605 +$3,132,197 -$992,630 +$2,139,567 ITOT, AAPL, VTI, VOE, PULS 13F-HR 31 Oct 2023, 14:06
Q2 2023 63 $112,180,559 +$2,937,432 -$2,382,963 +$554,469 ITOT, AAPL, VTI, VOE, ICE 13F-HR 17 Jul 2023, 16:54
Q1 2023 60 $105,593,867 +$1,525,818 -$20,876,288 -$19,350,470 ITOT, AAPL, VTI, VOE, BIV 13F-HR 25 Apr 2023, 16:51
Q4 2022 74 $117,907,827 +$4,868,901 -$4,268,213 +$600,688 ITOT, AAPL, VTI, VOE, BIV 13F-HR 14 Feb 2023, 11:22
Q3 2022 73 $110,807,000 +$23,018,792 -$4,589,941 +$18,428,851 ITOT, AAPL, VTI, VOE, BIV 13F-HR 14 Nov 2022, 11:18
Q2 2022 61 $98,697,000 +$11,112,670 -$1,648,696 +$9,463,974 ITOT, AAPL, VOE, VTI, ICE 13F-HR 08 Aug 2022, 14:33
Q1 2022 56 $105,812,000 +$4,108,105 -$2,983,306 +$1,124,799 ITOT, AAPL, VOE, ICE, VTI 13F-HR 21 Apr 2022, 16:01
Q4 2021 54 $107,442,000 $0 $0 $0 ITOT, AAPL, VTI, ICE, VOE 13F-HR 05 Apr 2022, 16:00