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SMART Wealth LLC

SEC CIK
0002044723
Latest filing
Aug 5, 2026

LITE holding history

Lumentum Holdings 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.

LITE overviewAll 13F holders of LITEFull Q2 2026 holdings

Shares (Q2 2026)
3,258
Value
$2.80M
% of portfolio
0.6%
Quarters held
3
Since Q4 2025
Holdings of LITE by SMART Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,258$2.80M0.6%+1,386+74.0%AddedHolders
Q1 20261,872$1.32M0.4%+670+55.7%AddedHolders
Q4 20251,202$443.0K0.1%+1,202NewHolders