Fund HoldingsSMART Wealth LLC

Total Portfolio Value
$464.01M
Total Bought
$195.49M
Total Sold
$84.46M
Net Transaction
+$111.02M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
PIMCO ETF TR
ULTR SH GO AC FD
152,564287,474+134,91015,40429,0156.25%+13,610
STATE STR SPDR S&P 500 ETF T(SPY)1,25613,093+11,8378179,7772.11%+8,960
INVESCO EXCH TRADED FD TR II2,50645,954+43,4482817,4231.60%+7,142
SSGA ACTIVE TR
STATE STREET US
0109,367+109,36707,0941.53%+7,094
ISHARES TR6,13714,406+8,2694,00910,7882.32%+6,779
SPDR INDEX SHS FDS
ST STR PO EX ETF
0125,434+125,43406,3211.36%+6,321
TIDAL TRUST I112,266240,266+128,0002,9959,0101.94%+6,015
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
0189,841+189,84105,8541.26%+5,854
TIDAL TRUST I143,077306,434+163,3572,9518,7961.90%+5,845
FIDELITY COVINGTON TRUST079,452+79,45204,9351.06%+4,935
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
0121,864+121,86404,7521.02%+4,752
SPDR INDEX SHS FDS
ST PORT MARK ETF
084,793+84,79304,3910.95%+4,391
CIENA CORP(CIEN)07,558+7,55803,7080.80%+3,708
TIDAL TRUST I0137,533+137,53303,5610.77%+3,561
TIDAL TRUST I0139,030+139,03003,4740.75%+3,474
EA SERIES TRUST
MARK FO MOME ETF
078,391+78,39103,4210.74%+3,421
WESTERN DIGITAL CORP(WDC)6,7948,197+1,4031,8385,2351.13%+3,398
SSGA ACTIVE TR
SST BRIDGEWATER
108,398216,960+108,5623,1276,3501.37%+3,223
BLACKROCK ETF TRUST
ISHARES US EQUIT
23,06866,537+43,4691,3424,5250.98%+3,183
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
016,384+16,38403,1420.68%+3,142
ISHARES INC
CORE MSCI EMKT
22,40756,698+34,2911,5634,6971.01%+3,134
MICRON TECHNOLOGY INC(MU)6,6694,530-2,1392,2535,2291.13%+2,976
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
074,836+74,83602,8280.61%+2,828
DELL TECHNOLOGIES INC(DELL)06,530+6,53002,8180.61%+2,818
SOUTHERN COPPER CORP(SCCO)3,64817,054+13,4066282,9720.64%+2,344
ISHARES TR10,46225,649+15,1871,1833,5280.76%+2,344
AIM ETF PRODUCTS TRUST
ALLIANZIM US EQT
056,854+56,85402,3390.50%+2,339
ELEVATION SERIES TRUST122,673195,065+72,3923,0715,3821.16%+2,311
ISHARES TR
LONG TERM MUNI
27,11068,464+41,3541,3543,5070.76%+2,153
ARROW ELECTRS INC010,079+10,07902,1510.46%+2,151
ROUNDHILL ETF TRUST027,943+27,94302,0640.44%+2,064
ADVANCED MICRO DEVICES INC(AMD)1,1813,955+2,7742402,2970.50%+2,057
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS
36,28571,824+35,5392,1244,1800.90%+2,056
NVIDIA CORPORATION(NVDA)76,06476,294+23013,26515,2663.29%+2,000
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
108,330143,327+34,9976,1408,0951.74%+1,955
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
68,038101,787+33,7494,0526,0031.29%+1,952
SPDR SERIES TRUST
ST STR SP600 SML
033,592+33,59201,9370.42%+1,937
AIM ETF PRODUCTS TRUST
ALLIA US MAY ETF
053,419+53,41901,8570.40%+1,857
ISHARES TR18,24740,479+22,2321,3573,0990.67%+1,742
TIDAL TRUST II
GRIZZ GROWT ETF
027,858+27,85801,6700.36%+1,670
ISHARES TR9,85321,547+11,6941,0972,6810.58%+1,583
SPDR SERIES TRUST
STATE STRET SPDR
047,069+47,06901,5740.34%+1,574
SPDR SERIES TRUST
ST STR P500ETF
31,39444,687+13,2932,4033,9270.85%+1,524
SPDR SERIES TRUST
ST STR P400MID
022,233+22,23301,5020.32%+1,502
LUMENTUM HLDGS INC(LITE)1,8723,258+1,3861,3162,7960.60%+1,480
ISHARES TR3,95910,087+6,1288362,2900.49%+1,454
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
22,02144,456+22,4351,1022,4700.53%+1,369
BRIGHTSPRING HEALTH SVCS INC(BTSG)8,12123,639+15,5183461,6490.36%+1,303
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
23,07048,850+25,7801,1492,4320.52%+1,283
AIM ETF PRODUCTS TRUST
ALLIA US JUN ETF
035,528+35,52801,2220.26%+1,222
BLACKROCK ETF TRUST
ISHA US THEM ETF
14,06338,575+24,5125091,6630.36%+1,154
BLACKROCK ETF TRUST
ISHA I IN TE ETF
12,76929,459+16,6904211,5530.33%+1,132
TERADYNE INC(TER)9462,899+1,9532801,4020.30%+1,122
SCHWAB STRATEGIC TR023,018+23,01801,1080.24%+1,108
ISHARES TR
MSCI USA QLT FCT
3,6198,177+4,5586941,7940.39%+1,100
ISHARES TR22,15931,597+9,4382,3523,4010.73%+1,048
CITIGROUP INC(C)07,448+7,44801,0420.22%+1,042
MORGAN STANLEY(MS)04,907+4,90701,0260.22%+1,026
BLACKROCK ETF TRUST
ISHA LA CORE ETF
9,30927,248+17,9393821,3720.30%+990
HOWMET AEROSPACE INC(HWM)8964,013+3,1172061,0790.23%+872
LATTICE SEMICONDUCTOR CORP(LSCC)05,302+5,30208110.17%+811
ANTERO RESOURCES CORP(AR)021,506+21,50607560.16%+756
ALPHABET INC(GOOG)5,8036,627+8241,6692,3680.51%+699
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,6823,616+1,9344001,0960.24%+696
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
015,529+15,52906680.14%+668
ISHARES TR02,676+2,67606490.14%+649
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
60,48071,436+10,9561,8522,4890.54%+637
SPDR SERIES TRUST
ST LON TREAS ETF
024,167+24,16706340.14%+634
AIM ETF PRODUCTS TRUST
ALLIA US FEB ETF
016,812+16,81205970.13%+597
INTEL CORP(INTC)6,9076,407-5003058950.19%+590
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
38,70246,405+7,7031,8452,4270.52%+581
ISHARES TR03,886+3,88605760.12%+576
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
56,42566,415+9,9901,8972,4730.53%+576
APPLOVIN CORP(APP)01,097+1,09705650.12%+565
ISHARES TR
MSCI USA MIN ETF
05,669+5,66905470.12%+547
ALPHABET INC(GOOG)3,7574,592+8351,0781,6220.35%+545
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
41,67250,916+9,2441,8712,3800.51%+509
JOHNSON CONTROLS INTERNATION
SHS
03,328+3,32804860.10%+486
WELLTOWER INC(WELL)02,010+2,01004560.10%+456
LAM RESEARCH CORP(LRCX)2,7242,383-3415821,0330.22%+450
COCA COLA CO(KO)05,529+5,52904490.10%+449
AMAZON COM INC(AMZN)6,4117,427+1,0161,3351,7700.38%+435
SPDR SERIES TRUST
ST STR AGGRE ETF
016,924+16,92404320.09%+432
ISHARES TR4,0479,043+4,9962736970.15%+424
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
011,345+11,34504150.09%+415
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
116,296103,047-13,2497,9418,3531.80%+412
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
32,37538,853+6,4781,4061,8140.39%+408
MARVELL TECHNOLOGY INC(MRVL)01,346+1,34604010.09%+401
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
30,15036,052+5,9021,4091,8080.39%+399
SPDR SERIES TRUST
ST BLOO HIGH ETF
04,115+4,11503970.09%+397
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
35,62943,392+7,7631,4171,7740.38%+357
SPDR SERIES TRUST
ST STR DOW REIT
02,746+2,74603100.07%+310
SCHWAB STRATEGIC TR9,15018,497+9,3472815870.13%+306
SPDR INDEX SHS FDS
ST INTL CAP ETF
06,604+6,60402890.06%+289
AFLAC INC(AFL)02,397+2,39702810.06%+281
VANGUARD INTL EQUITY INDEX F04,683+4,68302800.06%+280
ISHARES TR
CORE UNIVRSL USD
5,11411,065+5,9512365110.11%+274
STONEX GROUP INC(SNEX)02,295+2,29502720.06%+272
CATERPILLAR INC(CAT)73973905247870.17%+263
ISHARES TR
MSCI USA MMENTM
0749+74902570.06%+257
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SMART Wealth LLC — 13F Holdings — Q2 2026 | TickerTrail