SMART Wealth LLC

13F Filings History

Latest 13F report
Q3 2024 - Dec 16, 2024
Value $
$255M
Signature - Title
Lou Brooks - CCO
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by SMART Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SMART Wealth LLC reported 140 stock holdings with total value $255M as of Q3 2024. Top holdings included EALT, VGSH, TFJL, FIAX, and DJAN.
Holdings Value

List of Other Managers Reporting for SMART Wealth LLC:

Name Holdings Value Location File Number
AE Wealth Management LLC $11B Topeka, KS 028-17779
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 140 $255M +$76.8M -$79.2M -$2.37M EALT, VGSH, TFJL, FIAX, DJAN 13F-HR 12/13/2024, 06:25 PM
Q2 2024 125 $247M +$69.8M -$47.2M +$22.6M DJAN, EALT, TFJL, FJAN, FIAX 13F-HR 12/13/2024, 06:25 PM
Q1 2024 118 $222M +$145M -$113M +$32.3M EALT, MARM, JANQ, FJAN, DJAN 13F-HR 12/13/2024, 06:25 PM
Q4 2023 82 $183M +$99.2M -$53.1M +$46.1M QDEC, XDEC, DDEC, GLD, FIAX 13F-HR 12/13/2024, 06:25 PM
Q3 2023 72 $133M +$51.5M -$45.4M +$6.11M SPTS, XAUG, GLD, FIAX, SPTI 13F-HR 12/13/2024, 06:25 PM
Q2 2023 81 $132M +$52.1M -$36M +$16.1M ZROZ, GJUN, GMAY, GLD, SPTS 13F-HR 12/13/2024, 06:25 PM
Q1 2023 70 $113M +$11.3M -$35.4M -$24.1M SPTS, SPTI, FIAX, FJAN, FJUL 13F-HR 12/13/2024, 06:25 PM
Q4 2022 84 $133M $0 $0 SPTS, SPTI, SPSB, DJAN, FJAN 13F-HR 12/13/2024, 06:25 PM