SMART Wealth LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2044723
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$464.0M
Holdings
222
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
SMART Wealth LLC disclosed 222 positions worth $464.0M in its Form 13F-HR for Q2 2026, followed by $NVDA. During the quarter the fund opened 56 new positions and exited 41. The portfolio is most concentrated in Other (74.4% of disclosed assets). All figures are sourced directly from SMART Wealth LLC’s Form 13F-HR filing with the SEC under CIK 2044723.
AI Fund Analysis
StablePIMCO ETF TR - ULTR SH GO
6.3% weight
Held 5 quarters
$NVDA3.3% weight
Held 7 quarters
ISHARES TR - CORE S&P500 E
2.3% weight
Held 7 quarters
$SPY2.1% weight
Held 7 quarters
TIDAL TRUST I - SMAR EARN
1.9% weight
Held 4 quarters
ISHARES TR - CORE S&P500 E
6 quarters accumulating
ISHARES INC - CORE MSCI EM
6 quarters accumulating
SPDR SERIES TRUST - ST STR
6 quarters accumulating
ISHARES TR - S&P 500 GRWT
6 quarters accumulating
ISHARES TR - NATIONAL MUN
6 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsMaterialsHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
PIMCO ETF TR - ULTR SH GO AC FD
—Quality
$29.0M287,474 sh- 85.9#5
Quality
$15.3M76,294 sh ISHARES TR - CORE S&P500 ETF
—Quality
$10.8M14,406 sh- —
Quality
$9.8M13,093 sh TIDAL TRUST I - SMAR EARN 30 ETF
—Quality
$9.0M240,266 shTIDAL TRUST I - SMAR TREN 25 ETF
—Quality
$8.8M306,434 shFIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
—Quality
$8.4M103,047 shJ P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM
—Quality
$8.1M143,327 sh- —
Quality
$7.4M45,954 sh SSGA ACTIVE TR - STATE STREET US
—Quality
$7.1M109,367 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| PIMCO ETF TR - ULTR SH GO AC FD | — | $29.0M | 287,474 |
| NVIDIA CORP$NVDA | 85.9#5 | $15.3M | 76,294 |
| ISHARES TR - CORE S&P500 ETF | — | $10.8M | 14,406 |
| SPDR S&P 500 ETF TRUST$SPY | — | $9.8M | 13,093 |
| TIDAL TRUST I - SMAR EARN 30 ETF | — | $9.0M | 240,266 |
| TIDAL TRUST I - SMAR TREN 25 ETF | — | $8.8M | 306,434 |
| FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $8.4M | 103,047 |
| J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $8.1M | 143,327 |
 Invesco Ltd.$IVZ | — | $7.4M | 45,954 |
| SSGA ACTIVE TR - STATE STREET US | — | $7.1M | 109,367 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SMART Wealth LLC's 222 positions.
Showing top 10 of 222 holdings.
Sector Allocation
Other
$345.4M
Technology
$61.0M
Financials
$34.8M
Industrials
$9.5M
Materials
$4.3M
Healthcare
$3.5M
Consumer Discretionary
$3.1M
Energy
$998,131
Top Holdings — SMART Wealth LLC (Q2 2026)
Top 150 of 222 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | PIMCO ETF TR - ULTR SH GO AC FD | $29.0M | 6.3% | +88% | — |
| 2 | $NVDA | NVIDIA CORP | $15.3M | 3.3% | +0% | 85.9 |
| 3 | — | ISHARES TR - CORE S&P500 ETF | $10.8M | 2.3% | +135% | — |
| 4 | $SPY | SPDR S&P 500 ETF TRUST | $9.8M | 2.1% | +942% | — |
| 5 | — | TIDAL TRUST I - SMAR EARN 30 ETF | $9.0M | 1.9% | +114% | — |
| 6 | — | TIDAL TRUST I - SMAR TREN 25 ETF | $8.8M | 1.9% | +114% | — |
| 7 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $8.4M | 1.8% | -11% | — |
| 8 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $8.1M | 1.7% | +32% | — |
| 9 | $IVZ | Invesco Ltd. | $7.4M | 1.6% | +1734% | — |
| 10 | — | SSGA ACTIVE TR - STATE STREET US | $7.1M | 1.5% | NEW | — |
| 11 | — | SSGA ACTIVE TR - SST BRIDGEWATER | $6.4M | 1.4% | +100% | — |
| 12 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $6.3M | 1.4% | NEW | — |
| 13 | — | INNOVATOR ETFS TRUST - INNOVATOR US EQ | $6.0M | 1.3% | -11% | — |
| 14 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $6.0M | 1.3% | +50% | — |
| 15 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $5.9M | 1.3% | NEW | — |
| 16 | — | INNOVATOR ETFS TRUST - NASD 100 10 BUFF | $5.5M | 1.2% | -14% | — |
| 17 | — | ELEVATION SERIES TRUST - TRUE SE BUFF ETF | $5.4M | 1.2% | +59% | — |
| 18 |  $WDC | WESTERN DIGITAL CORP | $5.2M | 1.1% | +21% | 80.7 |
| 19 |  $MU | MICRON TECHNOLOGY INC | $5.2M | 1.1% | -32% | 86.2 |
| 20 |  $BRK.B | BERKSHIRE HATHAWAY INC | $5.1M | 1.1% | -16% | 73.8 |
| 21 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT | $5.1M | 1.1% | -11% | — |
| 22 | — | FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH | $4.9M | 1.1% | NEW | — |
| 23 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $4.8M | 1.0% | -19% | — |
| 24 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $4.8M | 1.0% | -19% | — |
| 25 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $4.8M | 1.0% | NEW | — |
| 26 | — | ISHARES INC - CORE MSCI EMKT | $4.7M | 1.0% | +153% | — |
| 27 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $4.5M | 1.0% | +188% | — |
| 28 | — | STERLING CAP FDS - NATIONAL MUNI BD | $4.5M | 1.0% | -7% | — |
| 29 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $4.4M | 0.9% | NEW | — |
| 30 |  $GLD | SPDR GOLD TRUST | $4.3M | 0.9% | +9% | — |
| 31 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $4.2M | 0.9% | +98% | — |
| 32 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US | $4.1M | 0.9% | -22% | — |
| 33 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $4.1M | 0.9% | -56% | — |
| 34 |  $AAPL | Apple Inc. | $4.0M | 0.9% | -16% | 76.4 |
| 35 | — | SPDR SERIES TRUST - ST STR P500ETF | $3.9M | 0.8% | +42% | — |
| 36 | — | ALPS ETF TR - ALERIAN MLP | $3.8M | 0.8% | -9% | — |
| 37 |  $CIEN | CIENA CORP | $3.7M | 0.8% | NEW | 72.9 |
| 38 | — | TIDAL TRUST I - SMART SMALL CAP | $3.6M | 0.8% | NEW | — |
| 39 | — | ISHARES TR - S&P 500 GRWT ETF | $3.5M | 0.8% | +145% | — |
| 40 | — | ISHARES TR - LONG TERM MUNI | $3.5M | 0.8% | +153% | — |
| 41 | — | TIDAL TRUST I - SMAR MID CAP ETF | $3.5M | 0.8% | NEW | — |
| 42 | — | EA SERIES TRUST - MARK FO MOME ETF | $3.4M | 0.7% | NEW | — |
| 43 | — | AIM ETF PRODUCTS TRUST - US LRGCP B10 DEC | $3.4M | 0.7% | -16% | — |
| 44 | — | ISHARES TR - NATIONAL MUN ETF | $3.4M | 0.7% | +43% | — |
| 45 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $3.2M | 0.7% | -17% | — |
| 46 | — | FIRST TR EXCHANGE-TRADED FD - DJ GLBL DIVID | $3.2M | 0.7% | -11% | — |
| 47 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $3.1M | 0.7% | NEW | — |
| 48 | — | ISHARES TR - EAFE VALUE ETF | $3.1M | 0.7% | +122% | — |
| 49 | — | GLOBAL X FDS - GLOBX SUPDV US | $3.1M | 0.7% | -9% | — |
| 50 | — | VANGUARD SCOTTSDALE FDS - LONG TERM TREAS | $3.0M | 0.6% | -6% | — |
| 51 |  $SCCO | SOUTHERN COPPER CORP/ | $3.0M | 0.6% | +367% | 83.1 |
| 52 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $2.8M | 0.6% | NEW | — |
| 53 |  $DELL | Dell Technologies Inc. | $2.8M | 0.6% | NEW | 71.2 |
| 54 |  $LITE | Lumentum Holdings Inc. | $2.8M | 0.6% | +74% | 44.3 |
| 55 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | $2.8M | 0.6% | -37% | — |
| 56 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | $2.7M | 0.6% | -35% | — |
| 57 | — | ISHARES TR - EAFE GRWTH ETF | $2.7M | 0.6% | +119% | — |
| 58 |  $PSLV | Sprott Physical Silver Trust | $2.6M | 0.6% | -3% | — |
| 59 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | $2.5M | 0.5% | +18% | — |
| 60 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | $2.5M | 0.5% | +18% | — |
| 61 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $2.5M | 0.5% | +102% | — |
| 62 | — | FIRST TR EXCHANGE-TRADED FD - FST LOW OPPT EFT | $2.4M | 0.5% | +112% | — |
| 63 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $2.4M | 0.5% | +20% | — |
| 64 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $2.4M | 0.5% | +22% | — |
| 65 |  $GOOG | Alphabet Inc. | $2.4M | 0.5% | +14% | 78.2 |
| 66 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $2.3M | 0.5% | NEW | — |
| 67 | — | TIDAL TRUST II - NICHOLAS FIXED | $2.3M | 0.5% | -5% | — |
| 68 |  $AMD | ADVANCED MICRO DEVICES INC | $2.3M | 0.5% | +235% | 79.8 |
| 69 | — | ISHARES TR - S&P 500 VAL ETF | $2.3M | 0.5% | +155% | — |
| 70 |  $SIVR | abrdn Silver ETF Trust | $2.3M | 0.5% | -6% | — |
| 71 | — | VANECK ETF TRUST - URANI NUCLE ETF | $2.2M | 0.5% | -11% | — |
| 72 |  $ARW | ARROW ELECTRONICS, INC. | $2.2M | 0.5% | NEW | 55.7 |
| 73 | — | FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY | $2.1M | 0.5% | -16% | — |
| 74 |  $VRT | Vertiv Holdings Co | $2.1M | 0.5% | -26% | 81 |
| 75 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $2.1M | 0.5% | -39% | — |
| 76 | — | ROUNDHILL ETF TRUST - MEMORY ETF | $2.1M | 0.4% | NEW | — |
| 77 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $2.0M | 0.4% | -67% | — |
| 78 | — | SPDR SERIES TRUST - ST STR SP600 SML | $1.9M | 0.4% | NEW | — |
| 79 |  $VMI | VALMONT INDUSTRIES INC | $1.9M | 0.4% | -34% | 60.7 |
| 80 | — | SIMPLIFY EXCHANGE TRADED FUN - TREASURY OPT INC | $1.9M | 0.4% | -7% | — |
| 81 | — | FLEXSHARES TR - CR SCORED LONG | $1.9M | 0.4% | -7% | — |
| 82 | — | J P MORGAN EXCHANGE TRADED F - BETA US GRAD ETF | $1.9M | 0.4% | -7% | — |
| 83 | — | AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF | $1.9M | 0.4% | NEW | — |
| 84 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST UQ EQT | $1.8M | 0.4% | +20% | — |
| 85 | — | VANECK ETF TRUST - GOLD MINERS ETF | $1.8M | 0.4% | -12% | — |
| 86 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.8M | 0.4% | +20% | — |
| 87 | — | ISHARES TR - MSCI USA QLT FCT | $1.8M | 0.4% | +126% | — |
| 88 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S. | $1.8M | 0.4% | +22% | — |
| 89 |  $AMZN | AMAZON COM INC | $1.8M | 0.4% | +16% | 68.7 |
| 90 |  $YMM | Full Truck Alliance Co. Ltd. | $1.7M | 0.4% | -12% | — |
| 91 | — | TIDAL TRUST II - GRIZZ GROWT ETF | $1.7M | 0.4% | NEW | — |
| 92 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $1.7M | 0.4% | +174% | — |
| 93 |  $BTSG | BrightSpring Health Services, Inc. | $1.6M | 0.4% | +191% | 63.3 |
| 94 |  $GOOGL | Alphabet Inc. | $1.6M | 0.3% | +22% | 78.2 |
| 95 | — | ISHARES TR - RUS TP200 GR ETF | $1.6M | 0.3% | -4% | — |
| 96 | — | SPDR SERIES TRUST - STATE STRET SPDR | $1.6M | 0.3% | NEW | — |
| 97 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $1.6M | 0.3% | -18% | — |
| 98 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $1.6M | 0.3% | +131% | — |
| 99 | — | ELEVATION SERIES TRUST - TRUE ST SEPT ETF | $1.5M | 0.3% | -28% | — |
| 100 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US | $1.5M | 0.3% | -39% | — |
| 101 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $1.5M | 0.3% | -39% | — |
| 102 | — | SPDR SERIES TRUST - ST STR P400MID | $1.5M | 0.3% | NEW | — |
| 103 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | +0% | 73.8 |
| 104 | $IVZ | Invesco Ltd. | $1.5M | 0.3% | -73% | — |
| 105 |  $TER | TERADYNE, INC | $1.4M | 0.3% | +206% | 77.3 |
| 106 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $1.4M | 0.3% | +193% | — |
| 107 | — | TIDAL TRUST II - NICHOLAS CRYPTO | $1.3M | 0.3% | -7% | — |
| 108 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $1.3M | 0.3% | -2% | — |
| 109 | — | INNOVATOR ETFS TRUST - U S EQ 10 BUFFER | $1.3M | 0.3% | -39% | — |
| 110 |  $MSFT | MICROSOFT CORP | $1.2M | 0.3% | -19% | 79.8 |
| 111 | — | AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF | $1.2M | 0.3% | NEW | — |
| 112 |  $FETH | Fidelity Ethereum Fund | $1.1M | 0.3% | -2% | — |
| 113 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.1M | 0.2% | -4% | 70 |
| 114 | — | SCHWAB STRATEGIC TR - INTL SCEQT ETF | $1.1M | 0.2% | NEW | — |
| 115 |  $LLY | ELI LILLY & Co | $1.1M | 0.2% | -66% | 87.5 |
| 116 | $IVZ | Invesco Ltd. | $1.1M | 0.2% | +115% | — |
| 117 |  $HWM | Howmet Aerospace Inc. | $1.1M | 0.2% | +348% | 73.9 |
| 118 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S | $1.1M | 0.2% | -39% | — |
| 119 |  $C | CITIGROUP INC | $1.0M | 0.2% | NEW | 65 |
| 120 |  $LRCX | LAM RESEARCH CORP | $1.0M | 0.2% | -13% | 79.4 |
| 121 |  $AVGO | Broadcom Inc. | $1.0M | 0.2% | +8% | 84.5 |
| 122 |  $MS | MORGAN STANLEY | $1.0M | 0.2% | NEW | 75.8 |
| 123 |  $TSLA | Tesla, Inc. | $1.0M | 0.2% | -24% | 53.9 |
| 124 | — | ISHARES TR - TIPS BD ETF | $969,596 | 0.2% | -7% | — |
| 125 | — | ISHARES TR - RUS TP200 VL ETF | $939,313 | 0.2% | -0% | — |
| 126 | — | ELEVATION SERIES TRUST - TRUE QU BEAR ETF | $933,002 | 0.2% | -11% | — |
| 127 |  $INTC | INTEL CORP | $894,609 | 0.2% | -7% | 45.6 |
| 128 |  $LSCC | LATTICE SEMICONDUCTOR CORP | $810,994 | 0.2% | NEW | 48.7 |
| 129 |  $CAT | CATERPILLAR INC | $786,529 | 0.2% | +0% | 66.5 |
| 130 |  $AR | ANTERO RESOURCES Corp | $755,721 | 0.2% | NEW | 75.4 |
| 131 |  $JPM | JPMORGAN CHASE & CO | $749,732 | 0.2% | -7% | 70.7 |
| 132 | — | AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF | $730,375 | 0.2% | -21% | — |
| 133 |  $CPER | United States Commodity Index Funds Trust | $724,793 | 0.2% | -17% | — |
| 134 | — | ISHARES TR - CORE S&P MCP ETF | $697,310 | 0.1% | +123% | — |
| 135 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $668,368 | 0.1% | NEW | — |
| 136 |  $UNP | UNION PACIFIC CORP | $653,558 | 0.1% | -9% | 69.7 |
| 137 | — | SSGA ACTIVE TR - STATE STREET IG | $652,587 | 0.1% | -11% | — |
| 138 | — | ISHARES TR - US AER DEF ETF | $648,765 | 0.1% | NEW | — |
| 139 | — | TIDAL TRUST I - UNLIMITED HFGM | $641,801 | 0.1% | -14% | — |
| 140 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $633,903 | 0.1% | NEW | — |
| 141 | — | GLOBAL X FDS - GLOBAL X COPPER | $622,379 | 0.1% | -14% | — |
| 142 | — | AIM ETF PRODUCTS TRUST - ALLIA US FEB ETF | $597,498 | 0.1% | NEW | — |
| 143 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $592,968 | 0.1% | -21% | — |
| 144 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $586,552 | 0.1% | +102% | — |
| 145 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $581,238 | 0.1% | -9% | — |
| 146 | — | ISHARES TR - CORE S&P SCP ETF | $576,324 | 0.1% | NEW | — |
| 147 |  $APP | AppLovin Corp | $565,207 | 0.1% | NEW | 84.4 |
| 148 | — | ISHARES INC - MSCI CDA ETF | $564,113 | 0.1% | -9% | — |
| 149 | — | ISHARES TR - MSCI USA MIN ETF | $546,820 | 0.1% | NEW | — |
| 150 |  $IAU | ISHARES GOLD TRUST | $542,917 | 0.1% | +106% | — |
New Positions (56)
SSGA ACTIVE TR - STATE STREET US$7.1M
SPDR INDEX SHS FDS - ST STR PO EX ETF$6.3M
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$5.9M
FIDELITY COVINGTON TRUST - BLUE CHIP GRWTH$4.9M
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$4.8M
SPDR INDEX SHS FDS - ST PORT MARK ETF$4.4M
$CIEN CIENA CORP$3.7M TIDAL TRUST I - SMART SMALL CAP$3.6M
TIDAL TRUST I - SMAR MID CAP ETF$3.5M
EA SERIES TRUST - MARK FO MOME ETF$3.4M
FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE$3.1M
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$2.8M
$DELL Dell Technologies Inc.$2.8M AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$2.3M
$ARW ARROW ELECTRONICS, INC.$2.2MExited Positions (41)
AIM ETF PRODUCTS TRUST
AIM ETF PRODUCTS TRUST
AIM ETF PRODUCTS TRUST
AIM ETF PRODUCTS TRUST
FIRST TR EXCHNG TRADED FD VI
AIM ETF PRODUCTS TRUST
AIM ETF PRODUCTS TRUST
AIM ETF PRODUCTS TRUST
$APH AMPHENOL CORP /DE/ ELEVATION SERIES TRUST
$CVNA CARVANA CO. ELEVATION SERIES TRUST
ELEVATION SERIES TRUST
AIM ETF PRODUCTS TRUST
ELEVATION SERIES TRUST
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