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Manager record

Smith Partners Wealth Management, LLC

Greensboro, NC · CIK 2111036 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$125.78MReported 13F valueQ2 2026 · as filed
73Holdings listed
+12.7%vs prior quartervalue change includes market moves
3Quarters on record
Aug 10Latest filed
Reported 13F value by quarter, Q4 2025 to Q2 2026Q4 2025: $108.7M$108.7MQ4 202578 holdingsQ1 2026: $111.6M$111.6MQ1 202676 holdingsQ2 2026: $125.8M$125.8MQ2 202673 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 10 2026 13F-HR · period Q2 2026

$125.78M · 73 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$111.64M · 76 holdings listed · View original SEC filing ↗
Feb 13 2026 13F-HR · period Q4 2025

$108.71M · 78 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 10, 2026 · Change methodology