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CIK: 0002010393
Total reported value
$3.1B
$3.1B
2860 檔
4.5%
As reported in its official Q1 2025 Form 13F filing, Smartleaf Asset Management LLC's tracked investment portfolio stood at $3.1B with 2860 total positions.
During Q1 2025, Smartleaf Asset Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2860 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 3.50% | +0.07% | +3.40% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.88% | -0.11% | +1.55% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 2.66% | +0.13% | +5.01% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 2.53% | +0.03% | -0.95% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | +0.08% | +4.00% | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.26% | -0.04% | +4.45% | |
| 7 | CGDG | Cap Group Dividend Growers | ETF-Other | 1.09% | -0.02% | +93.89% | |
| 8 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 1.05% | +0.08% | +22.40% | |
| 9 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 1.04% | -0.03% | +112.10% | |
| 10 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.01% | +0.03% | +31.98% | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.94% | +0.15% | -1.96% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.94% | +0.02% | +3.59% | |
| 13 | CGBL | Cap Group Core Balanced | ETF-Other | 0.89% | +0.01% | +27.36% | |
| 14 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.88% | -0.03% | -0.30% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.07% | +12.97% | |
| 16 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.87% | — | +12.61% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 0.82% | +0.01% | +4.09% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.82% | -0.03% | +36.64% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.11% | +5.78% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.72% | +0.11% | -0.59% | |
| 21 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.72% | +0.11% | +0.51% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.71% | -0.04% | +2.25% | |
| 23 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | +0.10% | -0.55% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.18% | +0.94% | |
| 25 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.69% | -0.03% | +11.50% | |
| 26 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.67% | +0.02% | +1.15% | |
| 27 | CGCB | Cap Group Core Bond | ETF-Other | 0.65% | -0.03% | +66.03% | |
| 28 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.65% | -0.19% | +57.01% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.64% | +0.01% | +5.70% | |
| 30 | MBB | Ishares Mbs ETF | ETF-Other | 0.61% | -0.03% | +804.62% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | -0.02% | +10.41% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.56% | -0.05% | +6.45% | |
| 33 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.56% | +0.02% | -12.13% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.56% | -0.67% | +86.54% | |
| 35 | BND | Vanguard Total Bond Market | ETF-Other | 0.54% | -0.09% | +129.38% | |
| 36 | CGGR | Cap Group Growth Equity | ETF-Other | 0.53% | +0.03% | +10.40% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.02% | +1.44% | |
| 38 | ABBV | Abbvie Inc | Stock-Healthcare | 0.50% | +0.02% | +10.47% | |
| 39 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.49% | -0.02% | +82.46% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.48% | -0.01% | +0.94% | |
| 41 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.48% | -0.01% | +38.81% | |
| 42 | CGUS | Cap Group Core Equity | ETF-Other | 0.47% | +0.02% | +12.19% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.46% | -0.07% | +9.65% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.45% | -0.06% | +5.11% | |
| 45 | CGDV | Cap Group Dividend Value | ETF-Other | 0.44% | +0.01% | +65.18% | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | +0.03% | +23.33% | |
| 47 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.43% | +0.02% | -2.06% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.43% | +0.05% | +12.11% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.42% | -0.11% | +14.83% | |
| 50 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.41% | -0.02% | +1.20% |
According to official SEC Form 13F filings, Smartleaf Asset Management LLC reported a total U.S. public equity portfolio value of $3.1B across 2860 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, NVDA) accounted for 4.5% of total reported equity market value during Q1 2025.
During Q1 2025, Smartleaf Asset Management LLC's top holdings by market value included AAPL (3.5%)、MSFT (2.9%)、NVDA (2.7%). The largest single position, AAPL, represented 3.5% of total portfolio value.
In Q1 2025, Smartleaf Asset Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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