13F Filings History of SMART Wealth LLC

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$328,031,508
Signature - Title
Lou Brooks - GC & CCO
Location
Omaha, NE
Summary
This page shows a list of all the recent 13F filings made by SMART Wealth LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SMART Wealth LLC reported 188 stock holdings with total value $328,031,508 as of Q4 2025. Top holdings included NVDA, FIAX, RDVY, VOO, and SIXO.

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Holdings Value

List of Other Managers Reporting for SMART Wealth LLC:

Name Holdings Value Location File Number
AE Wealth Management LLC $17,422,671,879 Topeka, KS 028-17779
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 188 $328,031,508 +$82,438,186 -$26,398,171 +$56,040,015 NVDA, FIAX, RDVY, VOO, SIXO 13F-HR 26 Jan 2026, 13:12
Q3 2025 141 $265,111,565 +$47,362,119 -$119,202,609 -$71,840,490 NVDA, FIAX, RDVY, EALT, VOO 13F-HR 07 Nov 2025, 10:33
Q2 2025 168 $318,820,892 +$84,615,019 -$65,467,931 +$19,147,088 NVDA, VGSH, FIAX, JEPI, EALT 13F-HR 13 Aug 2025, 11:52
Q1 2025 153 $279,069,480 +$58,027,056 -$53,938,100 +$4,088,956 EALT, QBUF, DHDG, NVDA, FIAX 13F-HR 29 Apr 2025, 10:45
Q4 2024 146 $280,980,685 +$85,107,504 -$57,005,837 +$28,101,667 EALT, TFJL, VGSH, NVDA, VOO 13F-HR 28 Jan 2025, 10:10
Q3 2024 140 $255,089,081 +$76,842,015 -$79,214,628 -$2,372,613 EALT, VGSH, TFJL, FIAX, DJAN 13F-HR 13 Dec 2024, 18:25
Q2 2024 125 $247,171,002 +$69,772,174 -$47,189,861 +$22,582,313 DJAN, EALT, TFJL, FJAN, FIAX 13F-HR 13 Dec 2024, 18:25
Q1 2024 118 $221,885,211 +$145,181,262 -$112,916,177 +$32,265,085 EALT, MARM, JANQ, FJAN, DJAN 13F-HR 13 Dec 2024, 18:25
Q4 2023 82 $183,029,549 +$99,175,958 -$53,118,686 +$46,057,272 QDEC, XDEC, DDEC, GLD, FIAX 13F-HR 13 Dec 2024, 18:25
Q3 2023 72 $133,125,344 +$51,463,001 -$45,354,087 +$6,108,914 SPTS, XAUG, GLD, FIAX, SPTI 13F-HR 13 Dec 2024, 18:25
Q2 2023 81 $132,485,458 +$52,060,294 -$35,998,473 +$16,061,821 ZROZ, GJUN, GMAY, GLD, SPTS 13F-HR 13 Dec 2024, 18:25
Q1 2023 70 $113,387,394 +$11,258,591 -$35,383,562 -$24,124,971 SPTS, SPTI, FIAX, FJAN, FJUL 13F-HR 13 Dec 2024, 18:25
Q4 2022 84 $132,939,304 $0 $0 $0 SPTS, SPTI, SPSB, DJAN, FJAN 13F-HR 13 Dec 2024, 18:25