Smart Wealth LLC Portfolio Holdings
Smart Wealth LLC
- $319 Billion
- Q2 2025
Smart Wealth LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $319 Billion distributed in 168 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.57B, Vanguard with a value of $8.62B, Tidal Tr Ii with a value of $8.53B, J P Morgan Exchange Traded Fd with a value of $8.49B, and Innovator Etfs Trust with a value of $7.79B.
Examining the 13F form we can see an increase of $39.8B in the current position value, from $279B to 319B.
Smart Wealth LLC is based out at Omaha, NE
Below you can find more details about Smart Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$319 Billion
ETFs: $151 Billion
Technology: $24 Billion
Financial Services: $15.9 Billion
Industrials: $8.67 Billion
Communication Services: $6.02 Billion
Consumer Defensive: $4.22 Billion
Consumer Cyclical: $2.47 Billion
Healthcare: $1.88 Billion
Other: $1.93 Billion