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Portfolio (Quarterly) Guide ↗

Smallwood Wealth Investment Management, LLC

· CIK 0001921304
13F Portfolio $191M AUM 521 positions Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 33 New 79 Added 82 Reduced 34 Exited
Page 2 of 2  ·  33 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GM GENERAL MTRS CO Consumer Cyclical $42.0 NEW
22 SPYM SPDR SERIES TRUST $41.0 NEW
23 MCHP MICROCHIP TECHNOLOGY INC. Technology $35.0 NEW
24 MAS MASCO CORP Industrials $30.0 NEW
25 BWA BORGWARNER INC Consumer Cyclical $29.0 NEW
26 HRB BLOCK H & R INC Consumer Cyclical $28.0 NEW
27 BUD ANHEUSER BUSCH INBEV SA/NV Consumer Defensive $19.0 NEW
28 ACA ARCOSA INC Industrials $12.0 NEW
29 STZ CONSTELLATION BRANDS INC Consumer Defensive $7.0 NEW
30 TRN TRINITY INDS INC Industrials NEW
31 OPENDOOR TECHNOLOGIES INC 1.0 NEW
32 OPENDOOR TECHNOLOGIES INC 1.0 NEW
33 OPENDOOR TECHNOLOGIES INC 1.0 NEW
Page 2 of 2  ·  33 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.6%
Financial Services 22.8%
Consumer Defensive 9.4%
Communication Services 8.4%
Healthcare 6.3%
Energy 4.1%
Consumer Cyclical 3.7%
Industrials 3.7%
Utilities 2.5%
Basic Materials 1.4%