Smart Wealth LLC Portfolio Holdings
Smart Wealth LLC
- $265 Billion
- Q3 2025
Smart Wealth LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $265 Billion distributed in 141 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $12.2B, Tidal Trust Ii with a value of $10.3B, First Trust Rising Dividend Ac with a value of $8.97B, Innovator Etfs Trust with a value of $7.3B, and Vanguard Index Fds S&P 500 ETF with a value of $6.94B.
Examining the 13F form we can see an decrease of $53.7B in the current position value, from $319B to 265B.
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
$265 Billion
ETFs: $114 Billion
Technology: $27.8 Billion
Financial Services: $13.9 Billion
Industrials: $6.35 Billion
Communication Services: $4.28 Billion
Consumer Cyclical: $3.21 Billion
Healthcare: $2.84 Billion
Basic Materials: $1.41 Billion
Other: $1.8 Billion
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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