Smallwood Wealth Investment Management, LLC

Q1 2026 13F-HR Holdings

Location
Red Bank, NJ
Holdings as of
3/31/2026
Value ($000)
$189,740,016
Num holdings
527
Date filed
4/22/2026
Form type
13F-HR
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SEC
View on sec.gov
Issuer Name Class CUSIP Value ($000) % Shares Principal Option Type