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Portfolio (Quarterly) Guide ↗

Smartleaf Asset Management LLC

· CIK 0002010393
13F Portfolio $2.8B AUM 3,510 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 202 New 1188 Added 1432 Reduced 173 Exited
Page 2 of 72  ·  1,432 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IGIB ISHARES TR 68,383.0 $3.6M 0.13% -11K -13.4% $52.93 -0.1%
22 VYM VANGUARD WHITEHALL FDS 24,503.0 $3.6M 0.13% -541.0 -2.2% $145.48 +9.1%
23 DYNF BLACKROCK ETF TRUST 62,077.0 $3.5M 0.13% -1K -2.2% $56.43 +18.1%
24 EFG ISHARES TR 32,098.0 $3.5M 0.12% -21K -39.0% $107.66 +12.8%
25 TOTL SSGA ACTIVE ETF TR 81,106.0 $3.2M 0.12% -11K -12.1% $39.64 -0.8%
26 AVDV AMERICAN CENTY ETF TR 32,366.0 $3.1M 0.11% -254.0 -0.8% $96.60 +12.1%
27 ABT ABBOTT LABORATORIES Healthcare 29,785.0 $3.0M 0.11% -537.0 -1.8% $101.88 -14.2%
28 AXP AMERICAN EXPRESS CO Financial Services 10,190.0 $3.0M 0.11% -114.0 -1.1% $297.51 +4.8%
29 CRM SALESFORCE INC Technology 16,232.0 $3.0M 0.11% -565.0 -3.4% $185.04 -2.7%
30 USMC PRINCIPAL EXCHANGE TRADED FD 46,610.0 $2.9M 0.10% -5K -10.4% $62.53 +16.6%
31 ONEQ FIDELITY COMWLTH TR 35,529.0 $2.9M 0.10% -359.0 -1.0% $81.82 +26.8%
32 IYF ISHARES TR 24,245.0 $2.8M 0.10% -2K -7.5% $115.05 +7.6%
33 IYJ ISHARES TR 19,332.0 $2.8M 0.10% -115.0 -0.6% $143.33 +8.9%
34 BLK BLACKROCK INC Financial Services 2,944.0 $2.8M 0.10% -56.0 -1.9% $934.21 +14.9%
35 HWM HOWMET AEROSPACE INC Industrials 12,071.0 $2.7M 0.10% -629.0 -5.0% $222.99 +15.0%
36 AVUS AMERICAN CENTY ETF TR 24,284.0 $2.6M 0.10% -247.0 -1.0% $108.12 +16.3%
37 QUAL ISHARES TR 13,880.0 $2.6M 0.09% -924.0 -6.2% $186.49 +15.0%
38 BKNG BOOKING HOLDINGS INC Consumer Cyclical 620.0 $2.6M 0.09% -33.0 -5.0% $4119.69 -96.1%
39 DFAU DIMENSIONAL ETF TRUST 58,237.0 $2.6M 0.09% -878.0 -1.5% $43.85 +16.9%
40 SMMD ISHARES TR 34,205.0 $2.5M 0.09% -5K -12.8% $73.75 +18.0%
Page 2 of 72  ·  1,432 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.3%
Financial Services 15.0%
Healthcare 10.3%
Consumer Cyclical 9.0%
Industrials 8.8%
Communication Services 8.8%
Energy 5.5%
Consumer Defensive 5.4%
Utilities 3.0%
Basic Materials 2.2%