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CIK: 0002010393
Total reported value
$3.1B
$3.1B
3003 檔
6.8%
According to the latest 13F quarterly dataset, Smartleaf Asset Management LLC managed an equity portfolio of $3.1B at the end of Q3 2025, spanning 3003 distinct U.S. exchange-listed positions.
In Q3 2025, Smartleaf Asset Management LLC displayed an active expansion posture, initiating 33 new positions and adding to 158 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3003 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.49% | +0.13% | +33.15% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.11% | -0.11% | +39.05% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.03% | +0.07% | +33.30% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.80% | +0.03% | +2.02% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | +0.08% | +37.37% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.18% | +55.86% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.25% | -0.04% | +34.83% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.16% | +0.10% | +43.15% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | +0.15% | +33.45% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.07% | +19.12% | |
| 11 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.95% | +0.03% | +17.35% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.95% | +0.02% | +29.20% | |
| 13 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.93% | — | +32.00% | |
| 14 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.91% | +0.08% | -3.52% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.91% | +0.11% | +42.27% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.84% | +0.02% | +32.36% | |
| 17 | CGBL | Cap Group Core Balanced | ETF-Other | 0.82% | +0.01% | +13.16% | |
| 18 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.81% | -0.02% | -2.73% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.79% | -0.02% | +108.61% | |
| 20 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.76% | -0.03% | +4.59% | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.66% | +0.02% | +28.95% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.01% | +553.18% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.66% | -0.17% | +427.61% | |
| 24 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.62% | -0.03% | +3.84% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.01% | +24.67% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.58% | +0.03% | +1414.63% | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.58% | -0.03% | -3.15% | |
| 28 | CGGE | Cap Group Global Eq | ETF-Other | 0.57% | +0.03% | — | |
| 29 | CGCB | Cap Group Core Bond | ETF-Other | 0.57% | -0.03% | +23.89% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.56% | -0.04% | +47.66% | |
| 31 | CGGR | Cap Group Growth Equity | ETF-Other | 0.54% | +0.03% | +10.55% | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.54% | +0.11% | +0.05% | |
| 33 | MBB | Ishares Mbs ETF | ETF-Other | 0.53% | -0.03% | +9.22% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.52% | -0.02% | +22.11% | |
| 35 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.52% | +0.11% | +32.61% | |
| 36 | VUG | Vanguard Growth ETF | ETF-Other | 0.51% | -0.67% | +24.34% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.51% | -0.19% | +18.33% | |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | +0.03% | +23.56% | |
| 39 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.51% | +0.02% | -0.50% | |
| 40 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.51% | — | — | |
| 41 | CGUS | Cap Group Core Equity | ETF-Other | 0.48% | +0.02% | +15.07% | |
| 42 | NFLX | Netflix Inc | Stock-Comm Services | 0.47% | -0.07% | +32.64% | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.46% | -0.03% | +3.95% | |
| 44 | VTV | Vanguard Value ETF | ETF-Other | 0.42% | +0.01% | +36.56% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.42% | +0.03% | +36.09% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.42% | +0.02% | +38.11% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.42% | -0.01% | +36.36% | |
| 48 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.06% | +31.86% | |
| 49 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | -0.05% | +22.15% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.41% | +0.01% | -10.02% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.8% | +33.15% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.8% | +55.86% | Add |
| 3 | IWF | Ishares Russell 1000 Growth | +0.6% | +427.61% | Add |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +553.18% | Add |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +108.61% | Add |
| 6 | SCHG | Schwab US Large-cap Growth | +0.5% | +1414.63% | Add |
| 7 | AVGO | Broadcom Inc | +0.5% | +43.15% | Add |
| 8 | IEMG | Ishares Core Msci Emerging | +0.3% | +215.67% | Add |
| 9 | TSLA | Tesla Inc | +0.3% | +32.36% | Add |
| 10 | VOO | Vanguard S&p 500 ETF | +0.3% | +19.12% | Add |
| 11 | EFG | Ishares Msci Eafe Growth ETF | +0.3% | +313.58% | Add |
| 12 | FBND | Fidelity Total Bond ETF | +0.3% | — | Add |
| 13 | MSFT | Microsoft CORP | +0.2% | +39.05% | Add |
| 14 | VONG | Vanguard Russell 1000 Growth | +0.2% | +28.95% | Add |
| 15 | HDV | Ishares Core High Dividend E | +0.2% | +234.70% | Add |
| 16 | NEAR | Ishares Sh Dba ETF Usd Inc | +0.2% | +43211.11% | Add |
| 17 | GOOGL | Alphabet Inc-cl A | +0.2% | +33.45% | Add |
| 18 | IWD | Ishares Russell 1000 Value E | +0.2% | +440.56% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.2% | +42.27% | Add |
| 20 | ORCL | Oracle CORP | +0.2% | +36.36% | Add |
| 21 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +0.96% | Add |
| 22 | MUB | Ishares National Muni Bond E | +0.1% | +87.99% | Add |
| 23 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +36.09% | Add |
| 24 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +5.96% | Add |
| 25 | PLTR | Palantir Technologies Inc-a | +0.1% | +43.22% | Add |
| 26 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +41.09% | Add |
| 27 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +112.93% | Add |
| 28 | IGV | Ishares Expanded Tech-softwa | +0.1% | +40.20% | Add |
| 29 | AMD | Advanced Micro Devices | +0.1% | +33.95% | Add |
| 30 | HYD | Vaneck High Yield Muni ETF | +0.1% | +532.11% | Add |
| 31 | DGRW | Wisdomtree U.s. Quality Divi | +0.1% | +32.00% | Add |
| 32 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +23.56% | Add |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +7.80% | Add |
| 34 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -5.00% | Add |
| 35 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | +0.1% | +12.88% | Add |
| 36 | VTV | Vanguard Value ETF | +0.1% | +36.56% | Add |
| 37 | IVE | Ishares S&p 500 Value ETF | +0.1% | +3.75% | Add |
| 38 | SPEM | State Street Sp Ptf Em ETF | +0.1% | +9.11% | Add |
| 39 | SCHZ | Schwab US Aggregate Bond ETF | +0.1% | +6.67% | Add |
| 40 | NFRA | Flexshares Stoxx Global Broa | +0.1% | +377.03% | Add |
| 41 | GLDM | Spdr Gold Minishares Trust | +0.1% | +98.17% | Add |
| 42 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | +13.88% | Add |
| 43 | USIG | Ishares Broad Usd Investment | +0.1% | +118.76% | Add |
| 44 | COF | Capital One Financial CORP | +0.1% | +41.72% | Add |
| 45 | KLAC | Kla CORP | +0.1% | +41.63% | Add |
| 46 | GEV | GE Vernova Inc | +0.1% | +59.59% | Add |
| 47 | APP | Applovin Corp-class A | +0.1% | +42.81% | Add |
| 48 | ESGU | Ishares Esg Aware Msci USA | +0.1% | +7.36% | Add |
| 49 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +62.78% | Add |
| 50 | SPMO | Invesco S&p 500 Momentum ETF | +0.1% | +16.65% | Add |
According to official SEC Form 13F filings, Smartleaf Asset Management LLC reported a total U.S. public equity portfolio value of $3.1B across 3003 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, AAPL) accounted for 6.8% of total reported equity market value during Q3 2025.
Top New Position Initiated
CGGE
市值: $9.3M
Top Position Liquidated / Trimmed
UNH
前期市值: $4.4M
During Q3 2025, Smartleaf Asset Management LLC's top holdings by market value included NVDA (3.5%)、MSFT (3.1%)、AAPL (3.0%). The largest single position, NVDA, represented 3.5% of total portfolio value.
In Q3 2025, Smartleaf Asset Management LLC made 200 total portfolio adjustments, initiating 33 new buys, adding to 158 positions, trimming 9 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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