Smallwood Wealth Investment Management, LLC filed a Form 13F-HR on October 30, 2026, disclosing equity holdings as of September 30, 2026. The filing reports the firm holds positions in 613 distinct equity securities.
The portfolio is diversified across various sectors and market caps. The top holdings include large-cap technology and exchange-traded funds. Apple Inc. is the largest individual stock holding, with 49,420 shares. Other notable technology positions include Microsoft Corp. (5,306 shares), NVIDIA Corporation (15,566 shares), and Alphabet Inc. (7,242 Class C shares and 4,039 Class A shares).
Smallwood Wealth also holds significant positions in financial services and consumer goods companies. JPMorgan Chase & Co. is held in 2,029 shares, while Procter & Gamble Co. is held in 8,465 shares. The firm maintains a substantial allocation to exchange-traded funds, including iShares Core S&P Total Stock Market ETF (345,399 shares) and Vanguard Total Stock Market ETF (30,002 shares).
The filing lists a total of 613 positions, with the smallest holding being 111 shares of BlackRock Inc. The report was signed by John Smallwood, Chief Compliance Officer, and lists the firm's address as 199 Broad Street, Red Bank, NJ 07701.
