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CIK: 0002010393
Total reported value
$3.1B
$3.1B
3510 檔
14.6%
The Q1 2026 SEC filing reveals that Smartleaf Asset Management LLC held a total portfolio value of $3.1B, covering 3510 public equity positions.
In Q1 2026, Smartleaf Asset Management LLC displayed an active expansion posture, initiating 12 new positions and adding to 136 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 3510 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.64% | +0.29% | +21.34% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 3.30% | +0.09% | +5.09% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.26% | +0.18% | +13.04% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.84% | +0.07% | +10.64% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.17% | +0.13% | +3.70% | |
| 6 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 2.17% | +0.11% | -0.72% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.04% | +0.03% | +18.12% | |
| 8 | DFIV | Dimensional International Va | ETF-Other | 2.01% | -0.11% | +40.52% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.97% | -0.19% | +25.36% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.68% | -0.02% | +41.32% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.11% | +0.02% | |
| 12 | DFUV | Dimensional US Marketwide Va | ETF-Other | 1.45% | +0.07% | +2.45% | |
| 13 | DFAI | Dimensional International Co | ETF-Other | 1.33% | -0.03% | +9.01% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.25% | +0.07% | +33.00% | |
| 15 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 1.12% | +0.03% | -1.73% | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.04% | -0.10% | +20.90% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.04% | +0.08% | +3.07% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.89% | +0.15% | +1.13% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 0.86% | -0.09% | +69.73% | |
| 20 | VUG | Vanguard Growth ETF | ETF-Other | 0.82% | -0.67% | +22.64% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | +0.10% | +8.54% | |
| 22 | DISV | Dimensional International Sm | ETF-Other | 0.71% | -0.04% | +6.87% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | +0.11% | +4.75% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.04% | +5.03% | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.65% | +0.03% | +12.35% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | +0.02% | +5.67% | |
| 27 | ✓ | Nano Labs LTD | Stock-Other | 0.60% | -0.26% | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.04% | +3.38% | |
| 29 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.59% | +0.02% | -8.44% | |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.56% | — | -12.92% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.56% | +0.01% | +15.23% | |
| 32 | CGBL | Cap Group Core Balanced | ETF-Other | 0.52% | +0.01% | +6.57% | |
| 33 | RLY | Ss Multi-asset Real Ret ETF | ETF-Other | 0.52% | -0.07% | +29.83% | |
| 34 | UCON | First Trust Smith Unconstrai | ETF-Other | 0.52% | -0.05% | +21.09% | |
| 35 | QGRW | Wisdomtree US Quality Growth | ETF-Other | 0.51% | +0.08% | +5.92% | |
| 36 | CGDG | Cap Group Dividend Growers | ETF-Other | 0.51% | -0.02% | +3.21% | |
| 37 | HDV | Ishares Core High Dividend E | ETF-Other | 0.50% | -0.41% | +33.41% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.02% | +6.27% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.49% | -0.02% | +4.45% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.47% | -0.05% | +18.36% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.46% | +0.03% | +28.08% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.11% | +3.04% | |
| 43 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.44% | -0.03% | +5.55% | |
| 44 | PVAL | Putnam Focused Lrg Cap Value | ETF-Other | 0.44% | — | -2.81% | |
| 45 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.42% | +0.03% | -1.77% | |
| 46 | CGGE | Cap Group Global Eq | ETF-Other | 0.42% | +0.03% | +9.05% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.40% | -0.11% | +10.23% | |
| 48 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.39% | -0.03% | +3.92% | |
| 49 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.39% | +0.03% | +23.83% | |
| 50 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.37% | +0.02% | -1.03% |
According to official SEC Form 13F filings, Smartleaf Asset Management LLC reported a total U.S. public equity portfolio value of $3.1B across 3510 disclosed positions in Q1 2026.
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, DFAT, IVV) accounted for 14.6% of total reported equity market value during Q1 2026.
Top New Position Initiated
NANO LABS LTD
市值: $16.7M
Top Position Liquidated / Trimmed
AZNN
前期市值: $2.6M
During Q1 2026, Smartleaf Asset Management LLC's top holdings by market value included DFUS (4.6%)、DFAT (3.3%)、IVV (3.3%). The largest single position, DFUS, represented 4.6% of total portfolio value.
In Q1 2026, Smartleaf Asset Management LLC made 200 total portfolio adjustments, initiating 12 new buys, adding to 136 positions, trimming 50 holdings, and fully liquidating 2 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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