Smart Wealth LLC Portfolio Holdings

Smart Wealth LLC

$328 Billion
Q4 2025

Smart Wealth LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $328 Billion distributed in 188 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 $8.72B, Vanguard Index Fds S&P 500 ETF with a value of $8.4B, and Aim ETF Tr Allianzim Us Lg Cap with a value of $7.05B.

Examining the 13F form we can see an increase of $62.9B in the current position value, from $265B to 328B.

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 $328 Billion

ETFs: $135 Billion

Technology: $40.9 Billion

Financial Services: $17.2 Billion

Industrials: $6.36 Billion

Communication Services: $4.55 Billion

Consumer Cyclical: $4.55 Billion

Healthcare: $2.52 Billion

Basic Materials: $1.85 Billion

Other: $2.22 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
PSLV Sprott Physical Silver Trust Financial Services	$0	$5.29 Billion 1.61% of portfolio	223,782	Q4 2025 Reduced 10.48%

Summary

Portfolio
No. of Stocks 188
Current Value $328 Billion
Prior Value $265 Billion
Filing
Period Q4 2025
Filing Date January 26, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 63 stocks
Additional Purchases 59 stocks
Sold out of 0 stocks
Reduced holdings in 64 stocks

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