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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 13 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 DBEF DBX ETF TR 39,370.0 $2.1M 0.07% $54.47 +2.5%
242 NOW SERVICENOW INC Technology 21,228.0 $2.1M 0.07% $99.97 +38.5%
243 FLHY FRANKLIN TEMPLETON ETF TR 86,856.0 $2.1M 0.07% $24.28 -0.1%
244 SCHW SCHWAB CHARLES CORP Financial Services 23,257.0 $2.1M 0.07% $90.55 +19.3%
245 PDBC INVESCO ACTVELY MNGD ETC FD 132,953.0 $2.1M 0.07% $15.84 +16.3%
246 ISRG INTUITIVE SURGICAL INC Healthcare 5,155.0 $2.1M 0.07% $406.03 -9.6%
247 USFR WISDOMTREE TR 41,428.0 $2.1M 0.07% $50.34 -0.0%
248 SPGI S&P GLOBAL INC Financial Services 5,007.0 $2.0M 0.07% $408.60 +6.6%
249 WMB WILLIAMS COS INC Energy 27,068.0 $2.0M 0.07% $75.06 -1.2%
250 PRINCIPAL EXCHANGE TRADED FD 56,979.0 $2.0M 0.07% $35.48
251 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 100,440.0 $2.0M 0.07% $19.98 +12.3%
252 JVAL J P MORGAN EXCHANGE TRADED F 34,276.0 $2.0M 0.07% $58.39 +2.7%
253 QSIG WISDOMTREE TR 41,304.0 $2.0M 0.07% $48.39 -0.5%
254 OVL LISTED FDS TR 35,611.0 $2.0M 0.07% $56.11 +2.2%
255 SPLV INVESCO EXCH TRADED FD TR II 26,423.0 $2.0M 0.07% $75.59 -0.6%
256 AZN ASTRAZENECA PLC Healthcare 10,439.0 $2.0M 0.07% $190.97 -13.8%
257 BIL SPDR SERIES TRUST 21,723.0 $2.0M 0.07% $91.64 -0.0%
258 SPEM SPDR INDEX SHS FDS 38,230.0 $2.0M 0.06% $51.32 +3.1%
259 NEM NEWMONT CORP Basic Materials 20,699.0 $2.0M 0.06% $94.51 +40.0%
260 AVDE AMERICAN CENTY ETF TR 21,947.0 $2.0M 0.06% $89.01 +5.9%
Page 13 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%