Smith Partners Wealth Management, LLC
Smith Partners Wealth Management, LLC reported 73 positions worth $125.8M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: VUG (10.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VUG | SH | $13.2M | 10.48% | 153,091 | — | — | |
| ▸ 2 | VOO | SH | $12.8M | 10.21% | 18,702 | — | — | |
| ▸ 3 | IEFA | SH | $11.5M | 9.14% | 118,994 | — | — | |
| ▸ 4 | MUNI | SH | $8.4M | 6.65% | 159,128 | — | — | |
| ▸ 5 | VO | SH | $8.2M | 6.52% | 101,775 | — | — | |
| ▸ 6 | SPYV | SH | $5.3M | 4.20% | 86,876 | — | — | |
| ▸ 7 | VB | SH | $4.8M | 3.83% | 15,900 | — | — | |
| ▸ 8 | VIG | SH | $4.0M | 3.17% | 16,875 | — | — | |
| ▸ 9 | AAPL | SH | $3.8M | 3.03% | 13,190 | — | — | |
| ▸ 10 | VIGI | SH | $3.6M | 2.84% | 38,210 | — | — |
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Frequently Asked Questions
What stocks does Smith Partners Wealth Management, LLC hold as of Q2 2026?
Smith Partners Wealth Management, LLC reported 73 positions worth $125.8M in its Q2 2026 13F filing. Largest positions: VUG (10.5%), VOO (10.2%), IEFA (9.1%), MUNI (6.7%) and VO (6.5%).
What did Smith Partners Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Smith Partners Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.