Smith Partners Wealth Management, LLC: 13F holdings
CIK 21110362026Q2
| Positions | 73 |
|---|---|
| Reported value | $125.8m |
| Filed | 2026-08-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VUG VANGUARD INDEX FDS | 153,091 | $13.2m | 10.5% |
| VOO VANGUARD INDEX FDS | 18,702 | $12.8m | 10.2% |
| IEFA ISHARES TR | 118,994 | $11.5m | 9.1% |
| MUNI PIMCO ETF TR | 159,128 | $8.4m | 6.7% |
| VO VANGUARD INDEX FDS | 101,775 | $8.2m | 6.5% |
| SPYV SPDR SERIES TRUST | 86,876 | $5.3m | 4.2% |
| VB VANGUARD INDEX FDS | 15,900 | $4.8m | 3.8% |
| VIG VANGUARD SPECIALIZED FUNDS | 16,875 | $4.0m | 3.2% |
| AAPL APPLE INC | 13,190 | $3.8m | 3.0% |
| VIGI VANGUARD WHITEHALL FDS | 38,210 | $3.6m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111036")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.