Skip to main content

SMART Wealth LLC

SEC CIK
0002044723
Latest filing
Aug 5, 2026

FIX holding history

Comfort Systems USA Inc in every 13F filed by SMART Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FIX overviewAll 13F holders of FIXFull Q2 2026 holdings

Shares (Q2 2026)
101
Value
$200.3K
% of portfolio
<0.1%
Quarters held
2
Since Q4 2025
Holdings of FIX by SMART Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026101$200.3K<0.1%+101NewHolders
Q1 20260$00.0%−305−100.0%Sold outHolders
Q4 2025305$284.8K0.1%+305NewHolders