13F Filings History of Smith Partners Wealth Management, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$108,711,722
Signature - Title
Justin Smith - Managing Partner
Location
Greensboro, NC
Summary
This page shows a list of all the recent 13F filings made by Smith Partners Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Smith Partners Wealth Management, LLC reported 78 stock holdings with total value $108,711,722 as of Q4 2025. Top holdings included VUG, VO, VOO, IEFA, and SGOV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 78 $108,711,722 $0 $0 $0 VUG, VO, VOO, IEFA, SGOV 13F-HR 13 Feb 2026, 16:52