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Portfolio (Quarterly) Guide ↗

Smartleaf Asset Management LLC

· CIK 0002010393
13F Portfolio $3.1B AUM 3,465 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 45 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XSW SPDR SERIES TRUST $115.0 NEW
2 QLTA ISHARES TR $27.0 NEW
3 IGLB ISHARES TR $22.0 NEW
4 FALN ISHARES TR $14.0 NEW
5 EDV VANGUARD WORLD FD $14.0 NEW
6 LTPZ PIMCO ETF TR $12.0 NEW
7 LND BRASILAGRO COMPANHIA BRASILE Consumer Defensive $2.0 NEW
8 BAYTEX ENERGY CORP $1.0 NEW
9 WHR WHIRLPOOL CORP Consumer Cyclical NEW

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 35.3%
Financial Services 15.0%
Healthcare 10.2%
Industrials 8.9%
Consumer Cyclical 8.6%
Communication Services 6.5%
Consumer Defensive 4.9%
Energy 4.2%
Utilities 2.7%
Basic Materials 2.0%