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Portfolio (Quarterly) Guide ↗

Smartleaf Asset Management LLC

· CIK 0002010393
13F Portfolio $2.8B AUM 3,510 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 202 New 1188 Added 1432 Reduced 173 Exited
Page 2 of 11  ·  202 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PINNACLE FINL PARTNERS INC 1,293.0 $108K 0.00% NEW $83.66
22 CLOA BLACKROCK ETF TRUST II 1,880.0 $97K 0.00% NEW $51.82 +0.2%
23 AMCOR PLC 2,342.0 $89K 0.00% NEW $38.12
24 OUSA ALPS ETF TR 1,584.0 $87K 0.00% NEW $54.88 +6.7%
25 BOND PIMCO ETF TR 917.0 $84K 0.00% NEW $92.05 -0.8%
26 UCIB UBS AG LONDON BRANCH Financial Services 2,014.0 $67K 0.00% NEW $33.25 +6.0%
27 CGIB CAPITAL GRP FIXED INCM ETF T 2,234.0 $56K 0.00% NEW $25.05 +0.6%
28 SH PROSHARES TR 1,370.0 $53K 0.00% NEW $39.03 -14.4%
29 CVIE MORGAN STANLEY ETF TRUST 721.0 $51K 0.00% NEW $70.09 +16.9%
30 CWB SPDR SERIES TRUST 544.0 $48K 0.00% NEW $89.04 +18.3%
31 GRNB VANECK ETF TRUST 2,025.0 $48K 0.00% NEW $23.87 +0.4%
32 FELC FIDELITY COVINGTON TRUST 1,321.0 $47K 0.00% NEW $35.26 +17.9%
33 LMUB ISHARES TR 841.0 $42K 0.00% NEW $49.83 +0.2%
34 SPRX LISTED FDS TR 1,251.0 $41K 0.00% NEW $33.14 +55.5%
35 QLD PROSHARES TR 718.0 $41K 0.00% NEW $57.16 +61.7%
36 GRNY TIDAL TRUST I 1,748.0 $41K 0.00% NEW $23.18 +15.9%
37 JOET VIRTUS ETF TR II 1,031.0 $40K 0.00% NEW $38.95 +11.1%
38 HCMT DIREXION SHARES ETF TRUST 1,112.0 $39K 0.00% NEW $35.20 +14.6%
39 MOAT VANECK ETF TRUST 405.0 $38K 0.00% NEW $94.68 +6.9%
40 VSNT VERSANT MEDIA GROUP INC Industrials 1,048.0 $37K 0.00% NEW $35.59 +17.7%
Page 2 of 11  ·  202 positions

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 30.3%
Financial Services 15.0%
Healthcare 10.3%
Consumer Cyclical 9.0%
Industrials 8.8%
Communication Services 8.8%
Energy 5.5%
Consumer Defensive 5.4%
Utilities 3.0%
Basic Materials 2.2%