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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
Page 10 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AVUS AMERICAN CENTY ETF TR 24,284.0 $3.1M 0.10% $127.30 +2.8%
182 SHY ISHARES TR 36,999.0 $3.0M 0.10% $82.17 -0.2%
183 SRLN SSGA ACTIVE ETF TR 75,576.0 $3.0M 0.10% $40.19 +1.5%
184 AMGN AMGEN INC Healthcare 8,416.0 $3.0M 0.10% $360.56 +21.2%
185 NBFC NEUBERGER BERMAN ETF TRUST 59,788.0 $3.0M 0.10% $50.65 -0.2%
186 QUAL ISHARES TR 13,880.0 $3.0M 0.10% $217.29 +3.4%
187 DFAU DIMENSIONAL ETF TRUST 58,237.0 $3.0M 0.10% $51.31 +3.9%
188 IJH ISHARES TR 38,957.0 $3.0M 0.10% $76.53 +0.2%
189 SPYV SPDR SERIES TRUST 48,493.0 $2.9M 0.10% $60.80 +4.4%
190 PEP PEPSICO INC Consumer Defensive 21,155.0 $2.9M 0.10% $138.68 +0.7%
191 UNP UNION PAC CORP Industrials 10,418.0 $2.8M 0.09% $272.71 +12.8%
192 CVS CVS HEALTH CORP Healthcare 27,185.0 $2.8M 0.09% $103.58 -10.3%
193 COF CAPITAL ONE FINL CORP Financial Services 13,885.0 $2.8M 0.09% $202.29 +7.1%
194 VZ VERIZON COMMUNICATIONS INC Communication Services 63,654.0 $2.8M 0.09% $44.10 +12.1%
195 HDV ISHARES TR 101,266.0 $2.8M 0.09% $27.69 +6.1%
196 BLK BLACKROCK INC Financial Services 2,944.0 $2.8M 0.09% $950.32 +22.9%
197 IYH ISHARES TR 41,095.0 $2.8M 0.09% $67.93 +6.9%
198 ABT ABBOTT LABORATORIES Healthcare 29,785.0 $2.8M 0.09% $92.71 +20.4%
199 IJR ISHARES TR 18,729.0 $2.8M 0.09% $147.36 -0.4%
200 NVS NOVARTIS AG Healthcare 17,483.0 $2.8M 0.09% $157.60 -1.9%
Page 10 of 174  ·  3,465 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 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%