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SMART Wealth LLC

SEC CIK
0002044723
Latest filing
Aug 5, 2026

V holding history

Visa 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.

V overviewAll 13F holders of VFull Q2 2026 holdings

Shares (Q2 2026)
677
Value
$232.4K
% of portfolio
0.1%
Quarters held
5
Since Q1 2024
Holdings of V by SMART Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026677$232.4K0.1%+677NewHolders
Q4 20250$00.0%−1,278−100.0%Sold outHolders
Q3 20251,278$436.3K0.2%+14+1.1%AddedHolders
Q2 20251,264$448.7K0.1%+1,264NewHolders
Q3 20240$00.0%−901−100.0%Sold outHolders
Q2 2024901$236.6K0.1%+154+20.6%AddedHolders
Q1 2024747$208.5K0.1%+747NewHolders