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CIK: 0002010393
Total reported value
$3.1B
$3.1B
3491 檔
14.0%
In Q4 2025, Smartleaf Asset Management LLC's U.S. equity holdings reached a combined market value of $3.1B, distributed across 3491 disclosed stock positions.
In Q4 2025, Smartleaf Asset Management LLC displayed an active expansion posture, initiating 15 new positions and adding to 160 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3491 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.35% | +0.29% | +2962.80% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.29% | +0.18% | +252.03% | |
| 3 | DFAT | Dimensional US Target Value | ETF-Other | 3.24% | +0.09% | +8959.98% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.98% | +0.07% | +49.29% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.49% | +0.13% | +13.00% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.42% | +0.11% | +602.75% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.12% | -0.11% | +17.55% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.86% | +0.03% | +621.08% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.67% | -0.19% | +431.32% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.47% | +0.07% | +1935.17% | |
| 11 | DFIV | Dimensional International Va | ETF-Other | 1.46% | -0.11% | +4101.56% | |
| 12 | DFAI | Dimensional International Co | ETF-Other | 1.30% | -0.03% | +38885.97% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.28% | -0.02% | +155.27% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | +0.08% | +22.84% | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.19% | +0.03% | +4.05% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | +0.07% | +49.55% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.06% | +0.15% | +17.90% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.92% | -0.10% | +3001.39% | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.04% | +23.04% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.84% | +0.10% | +10.66% | |
| 21 | VUG | Vanguard Growth ETF | ETF-Other | 0.82% | -0.67% | +152.94% | |
| 22 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.79% | +0.11% | +11.22% | |
| 23 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.71% | — | +21.60% | |
| 24 | DISV | Dimensional International Sm | ETF-Other | 0.70% | -0.04% | — | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | +0.02% | +15.47% | |
| 26 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.64% | +0.03% | +7.53% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.04% | +86.70% | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.64% | +0.02% | +94088.51% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.62% | +0.02% | +17.01% | |
| 30 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.59% | +0.08% | +1.76% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.56% | +0.11% | +18.39% | |
| 32 | CGBL | Cap Group Core Balanced | ETF-Other | 0.54% | +0.01% | +5.05% | |
| 33 | BND | Vanguard Total Bond Market | ETF-Other | 0.54% | -0.09% | +163.90% | |
| 34 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.52% | -0.02% | +1.70% | |
| 35 | VTV | Vanguard Value ETF | ETF-Other | 0.51% | +0.01% | +88.27% | |
| 36 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.47% | — | +41.99% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | +0.01% | +10.70% | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.46% | +0.03% | +278.63% | |
| 39 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.46% | -0.05% | — | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.45% | +0.02% | +8.83% | |
| 41 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.45% | -0.03% | -2.71% | |
| 42 | CGGE | Cap Group Global Eq | ETF-Other | 0.44% | +0.03% | +19.03% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | -0.02% | +16.43% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.42% | -0.05% | +209.16% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.41% | +0.03% | +128.72% | |
| 46 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.40% | -0.03% | +6.96% | |
| 47 | V | Visa Inc-class A Shares | Stock-Financials | 0.40% | +0.01% | +4.10% | |
| 48 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.38% | +0.03% | +17.30% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.37% | +0.03% | +1.15% | |
| 50 | CGGR | Cap Group Growth Equity | ETF-Other | 0.37% | +0.03% | +10.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | +4.1% | +2962.80% | Add |
| 2 | DFAT | Dimensional US Target Value | +3.2% | +8959.98% | Add |
| 3 | DFAC | Dimensional US Core Equity 2 | +1.9% | +602.75% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +1.8% | +252.03% | Add |
| 5 | VWO | Vanguard Ftse Emerging Marke | +1.4% | +621.08% | Add |
| 6 | DFIV | Dimensional International Va | +1.4% | +4101.56% | Add |
| 7 | DFUV | Dimensional US Marketwide Va | +1.4% | +1935.17% | Add |
| 8 | DFAI | Dimensional International Co | +1.3% | +38885.97% | Add |
| 9 | AGG | Ishares Core U.s. Aggregate | +1.2% | +431.32% | Add |
| 10 | VGIT | Vanguard Intermediate-term T | +0.9% | +3001.39% | Add |
| 11 | AVUV | Avantis US Small Cap Value | +0.6% | +94088.51% | Add |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +155.27% | Add |
| 13 | VUG | Vanguard Growth ETF | +0.3% | +152.94% | Add |
| 14 | USRT | Ishares Core US Reit ETF | +0.3% | +8980.64% | Add |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | +0.3% | +11866.72% | Add |
| 16 | VB | Vanguard Small-cap ETF | +0.3% | +1266.14% | Add |
| 17 | DFAS | Dimensional US Small Cap ETF | +0.3% | +278.63% | Add |
| 18 | BND | Vanguard Total Bond Market | +0.2% | +163.90% | Add |
| 19 | BSV | Vanguard Short-term Bond ETF | +0.2% | +209.16% | Add |
| 20 | VBR | Vanguard Small-cap Value ETF | +0.2% | +896.79% | Add |
| 21 | RDVY | First Trust Rising Dividend | +0.2% | +80834.04% | Add |
| 22 | XNTK | Ss Spdr Nyse Tech ETF | +0.2% | +1624.87% | Add |
| 23 | DFAX | Dimensional World Ex US Core | +0.2% | +7157.63% | Add |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +3350.93% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +128.72% | Add |
| 26 | IYF | Ishares US Financials ETF | +0.1% | +16386.79% | Add |
| 27 | HDV | Ishares Core High Dividend E | +0.1% | +146.65% | Add |
| 28 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +6611.93% | Add |
| 29 | DDWM | Wisdomtree Dy Inter Eq Fd-us | +0.1% | +107793.44% | Add |
| 30 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | +393.57% | Add |
| 31 | VTV | Vanguard Value ETF | +0.1% | +88.27% | Add |
| 32 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +173.34% | Add |
| 33 | AVUS | Avantis U.s. Equity ETF | +0.1% | +1853.11% | Add |
| 34 | DFAU | Dimensional US Core Equity M | +0.1% | +759.48% | Add |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +86.70% | Add |
| 36 | PHYL | Pgim Active High Yield Bond | +0.1% | +833.60% | Add |
| 37 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +292564.29% | Add |
| 38 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +188.22% | Add |
| 39 | APG | Api Group CORP | +0.1% | +9895.80% | Add |
| 40 | VEU | Vanguard Ftse All-world Ex-u | +0.1% | +988.60% | Add |
| 41 | AVDE | Avantis International Equity | +0.1% | +691.20% | Add |
| 42 | USIG | Ishares Broad Usd Investment | +0.1% | +120.25% | Add |
| 43 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +156.10% | Add |
| 44 | HYD | Vaneck High Yield Muni ETF | +0.1% | +149.08% | Add |
| 45 | VTIP | Vanguard Short-term Tips | +0.1% | +1830.59% | Add |
| 46 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +815.85% | Add |
| 47 | LLY | Eli Lilly & Co | 0% | +18.39% | Add |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | 0% | +4080.00% | Add |
| 49 | JEPQ | JPM Nasdaq Equity Premium | 0% | +74.75% | Add |
| 50 | MU | Micron Technology Inc | 0% | +5.18% | 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 3491 disclosed positions in Q4 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 DFUS, IVV, DFAT) accounted for 14.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
DISV
市值: $18.3M
Top Position Liquidated / Trimmed
NANO LABS LTD
前期市值: $4.1M
During Q4 2025, Smartleaf Asset Management LLC's top holdings by market value included DFUS (4.3%)、IVV (3.3%)、DFAT (3.2%). The largest single position, DFUS, represented 4.3% of total portfolio value.
In Q4 2025, Smartleaf Asset Management LLC made 200 total portfolio adjustments, initiating 15 new buys, adding to 160 positions, trimming 21 holdings, and fully liquidating 4 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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