Smallwood Wealth Investment Management, LLC has released its quarterly holdings report for the third quarter of 2026, revealing a total asset value of approximately $236.8 million. This filing is significant as it provides insights into the firm’s investment strategies and asset allocations in a competitive market.

The firm, based in Red Bank, New Jersey, focuses on managing wealth for clients, and its recent filing reflects a diverse portfolio that includes substantial investments in well-known companies. The report, filed on October 30, 2026, shows a total of 613 positions held as of September 30, 2026.

According to the filing, the largest holdings include:

  • iShares Trust - Core S&P Total Stock Market ETF, valued at approximately $57.4 million.
  • Apple Inc., with a holding worth around $16.5 million.
  • DBX ETF Trust - Xtrack MSCI EAFE, valued at approximately $11.7 million.
  • Vanguard Index Funds - Morningstar Total Stock Market ETF, valued at about $11.2 million.
  • Vanguard Index Funds - Morningstar Mid Cap Value ETF, with a holding worth approximately $8.8 million.

The filing is part of the firm’s regulatory obligations under the Securities Exchange Act of 1934, and it provides a snapshot of their investment strategy and market positioning. In total, Smallwood Wealth Investment Management reported holdings in various sectors, reflecting a balanced approach to asset management.

This update may have implications for the broader investment management industry, particularly as firms assess their own asset allocations and investment strategies in response to market trends. Competitors may look closely at Smallwood's significant positions in technology and consumer discretionary sectors, which are often seen as indicators of growth potential.

Looking ahead, the firm may continue to adjust its portfolio based on market conditions and client needs. However, the filing does not specify any immediate next steps or upcoming filings.

For further details, the complete filing can be accessed through the SEC's EDGAR database under accession number 0001921304-26-000006.