Institutions / SMART Wealth LLC

SMART Wealth LLC

CIK 2044723 · Institution · as of Dec 31, 2025

Portfolio value

$328.03M

Positions

188

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 188 →

Company	Class	Value	Shares	% of portfolio
NVIDIA Corp	—	$12.24M	65,616	3.7%
Tidal Trust II	—	$10.32M	574,141	3.1%
First Tr Exchange Traded Fd	—	$8.72M	125,539	2.7%
Vanguard Index Fds	—	$8.40M	13,399	2.6%
Aim ETF Products Trust	—	$7.05M	202,887	2.1%
Aim ETF Products Trust	—	$6.81M	248,619	2.1%
Innovator Etfs Trust	—	$6.77M	191,833	2.1%
Invesco Qqq Tr	—	$6.46M	10,520	2.0%
Innovator Etfs Trust	—	$6.27M	213,831	1.9%
J P Morgan Exchange Traded	—	$6.23M	108,881	1.9%
Warren E. Buffett	—	$5.86M	11,664	1.8%
First Tr Exchng Traded Fd	—	$5.83M	112,562	1.8%
First Trust Exchange-Traded Fund VIII	—	$5.81M	103,957	1.8%
First Tr Exchng Traded Fd	—	$5.41M	158,976	1.6%
First Tr Exchng Traded Fd	—	$5.34M	123,023	1.6%
Sprott Asset Management LP	—	$5.29M	223,782	1.6%
Tidal Trust I	—	$4.71M	188,236	1.4%
Abrdn Silver ETF Trust	—	$4.62M	68,240	1.4%
Tidal Trust I	—	$4.45M	202,495	1.4%
First Trust Exchange-Traded Fund VIII	—	$4.44M	136,341	1.4%
First Trust Exchange-Traded Fund VIII	—	$4.36M	137,044	1.3%
Aim ETF Products Trust	—	$4.31M	117,581	1.3%
SPDR Gold Tr	—	$4.24M	10,707	1.3%
Alps ETF Tr	—	$4.02M	85,565	1.2%
Vanguard Scottsdale Fds	—	$3.78M	63,026	1.2%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.