Smith Partners Wealth Management, LLC
•CIK: 2111036•Filing: Q4 2025
**Smith Partners Wealth Management, LLC** manages $109M across a diversified portfolio of 78 positions. The strategy exhibits a notable tilt toward core U.S. equity exposure, evidenced by significant allocations to VUG ($11.1M), VO ($7.7M), and VOO ($7.3M). Further diversification is maintained through international and fixed-income components, including IEFA ($7.3M) and SGOV ($6.0M). Top holdings also include substantial positions in AAPL ($3.7M) and VWO ($3.5M).
Total AUM
$108.7M
QoQ Performance
N/A
Positions
45
Top 10 Concentration
56.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VUG
VO
VOO
IEFA
SGOV
VB
VUG10.2%
VO7.1%
VOO6.7%
IEFA6.7%
SGOV5.5%
VB5.1%
VIG4.3%
VIGI4.0%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other83.0%
ETF7.3%
Technology5.6%
Consumer1.1%
Financial0.9%
Healthcare0.9%
Industrial0.6%
Consumer Staples0.4%