SEC Form 13F · Q2 2026

SMART Wealth LLC

Institutional Holdings Report

13F-HRNE
$464.0M
Portfolio Value
222
Holdings
Q2 2026
Reporting Period
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Filing Details

Manager
SMART Wealth LLC
CIK
2044723
Accession No.
0001214659-26-009678
Location
Omaha, NE
Form Type
13F-HR
Portfolio Value
$464.0M
Holdings Reported
222
Reporting Period
Q2 2026
Filed
August 6, 2026

About this Filing

SMART Wealth LLC is an institutional investment manager based in Omaha, NE reporting approximately $464.0M in 13(f) securities across 222 positions as of Q2 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.