Smith Partners Wealth Management, LLC

Q4 2025 13F Holdings Report, Stock Holdings

Signature - Title
Justin Smith - Managing Partner
Location
Greensboro, NC
Holdings as of
31 Dec 2025
Value $
$108,711,722
Num holdings
78
Filing time
13 Feb 2026, 16:52:06 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VUG, VO, VOO, IEFA, and SGOV.
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Justin Smith Managing Partner Greensboro, North Carolina 13 Feb 2026