Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Smith Partners Wealth Management, LLC (CIK 2111036) reported $125.8M across 73 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VUG ($13.2M, 10.48%), VOO ($12.8M, 10.21%), IEFA ($11.5M, 9.14%), MUNI ($8.4M, 6.65%), VO ($8.2M, 6.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | $13.2M | 10.48% | 153,091 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $12.8M | 10.21% | 18,702 | Added |
| 3 | IEFA | ISHARES TR | $11.5M | 9.14% | 118,994 | Added |
| 4 | MUNI | PIMCO ETF TR | $8.4M | 6.65% | 159,128 | Added |
| 5 | VO | VANGUARD INDEX FDS | $8.2M | 6.52% | 101,775 | Added |
| 6 | SPYV | SPDR SERIES TRUST | $5.3M | 4.20% | 86,876 | Added |
| 7 | VB | VANGUARD INDEX FDS | $4.8M | 3.83% | 15,900 | Trimmed |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $4.0M | 3.17% | 16,875 | Trimmed |
| 9 | AAPL | APPLE INC | $3.8M | 3.03% | 13,190 | Hold |
| 10 | VIGI | VANGUARD WHITEHALL FDS | $3.6M | 2.84% | 38,210 | Trimmed |
| 11 | FLTR | VANECK ETF TRUST | $2.8M | 2.25% | 110,369 | Added |
| 12 | SGOV | ISHARES TR | $2.7M | 2.19% | 27,315 | Trimmed |
| 13 | VWO | VANGUARD INTL EQUITY INDEX F | $2.6M | 2.10% | 44,341 | Trimmed |
| 14 | VTV | VANGUARD INDEX FDS | $2.6M | 2.08% | 11,989 | Trimmed |
| 15 | DFAS | DIMENSIONAL ETF TRUST | $2.3M | 1.85% | 28,314 | Added |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $2.1M | 1.70% | 25,877 | Added |
| 17 | PMBS | PIMCO ETF TR | $2.1M | 1.67% | 42,428 | Added |
| 18 | EFA | ISHARES TR | $1.9M | 1.51% | 18,336 | Trimmed |
| 19 | SCHE | SCHWAB STRATEGIC TR | $1.8M | 1.43% | 49,613 | Added |
| 20 | SMMU | PIMCO ETF TR | $1.7M | 1.31% | 32,712 | Added |
| 21 | VEU | VANGUARD INTL EQUITY INDEX F | $1.5M | 1.23% | 18,477 | Trimmed |
| 22 | SCHD | SCHWAB STRATEGIC TR | $1.5M | 1.21% | 47,856 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $1.4M | 1.13% | 3,816 | Hold |
| 24 | BIV | VANGUARD BD INDEX FDS | $1.3M | 1.07% | 17,482 | Trimmed |
| 25 | IJH | ISHARES TR | $1.3M | 1.05% | 17,079 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30