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SMART Wealth LLC

SEC CIK
0002044723
Latest filing
Aug 5, 2026

VRT holding history

Vertiv Holdings Co 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.

VRT overviewAll 13F holders of VRTFull Q2 2026 holdings

Shares (Q2 2026)
6,316
Value
$2.11M
% of portfolio
0.5%
Quarters held
4
Since Q3 2025
Holdings of VRT by SMART Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,316$2.11M0.5%−2,258−26.3%ReducedHolders
Q1 20268,574$2.15M0.6%+4,770+125.4%AddedHolders
Q4 20253,804$616.2K0.2%+1,707+81.4%AddedHolders
Q3 20252,097$316.4K0.1%+2,097NewHolders