Institutional Fund
Smart Wealth LLC
Omaha, NECIK 20447235 filings on record
Portfolio Value
$341.49M
Q1 2026
Holdings
207
Reported positions
New Buys
52
Opened this quarter
QoQ Change
+4.1%
from $328.03M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Pimco ETF Tr4.5%
- Nvidia Corporation3.9%
- Vanguard Index Fds2.4%
- First Tr Exchange Traded Fd2.3%
- Aim ETF Products Trust1.9%
- Innovator Etfs Trust1.8%
- Other83.2%
Portfolio Holdings
207 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Pimco ETF Tr | 152.6K | $15.40M | 4.5% | +134.1K | Added |
| 2 | Nvidia Corporation | 76.1K | $13.27M | 3.9% | +10.4K | Added |
| 3 | Vanguard Index Fds | 13.6K | $8.14M | 2.4% | +219 | Added |
| 4 | First Tr Exchange Traded Fd | 116.3K | $7.94M | 2.3% | −9.2K | Reduced |
| 5 | Aim ETF Products Trust | 187.4K | $6.33M | 1.9% | −15.5K | Reduced |
| 6 | Innovator Etfs Trust | 187.7K | $6.31M | 1.8% | −4.1K | Reduced |
| 7 | Aim ETF Products Trust | 234.1K | $6.22M | 1.8% | −14.5K | Reduced |
| 8 | J P Morgan Exchange Traded F | 108.3K | $6.14M | 1.8% | −551 | Reduced |
| 9 | Innovator Etfs Trust | 208.8K | $6.10M | 1.8% | −5.1K | Reduced |
| 10 | Berkshire Hathaway Inc Del | 12.3K | $5.88M | 1.7% | +604 | Added |
197 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio