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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 16 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ITOT ISHARES TR 10,398.0 $1.7M 0.06% $163.07 +3.6%
302 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 68,442.0 $1.7M 0.06% $24.71 +16.1%
303 UVSP UNIVEST FINANCIAL CORPORATIO Financial Services 38,000.0 $1.7M 0.06% $44.19 -5.7%
304 IWN ISHARES TR 7,566.0 $1.7M 0.05% $221.29 +1.6%
305 DFCF DIMENSIONAL ETF TRUST 39,401.0 $1.7M 0.05% $42.39 -1.7%
306 VWOB VANGUARD WHITEHALL FDS 24,654.0 $1.7M 0.05% $67.48 -1.9%
307 BA BOEING CO Industrials 7,726.0 $1.7M 0.05% $214.71 -2.2%
308 BSCW INVESCO EXCH TRD SLF IDX FD 79,758.0 $1.6M 0.05% $20.57 -1.4%
309 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 16,773.0 $1.6M 0.05% $97.65 -52.2%
310 PYLD PIMCO ETF TR 61,382.0 $1.6M 0.05% $26.59 -1.4%
311 GM GENERAL MTRS CO Consumer Cyclical 20,961.0 $1.6M 0.05% $77.34 +11.4%
312 SLB SLB LIMITED Energy 34,855.0 $1.6M 0.05% $46.38 +18.6%
313 MCK MCKESSON CORP Healthcare 2,161.0 $1.6M 0.05% $747.87 +19.1%
314 CL COLGATE PALMOLIVE CO Consumer Defensive 17,477.0 $1.6M 0.05% $92.40 -1.6%
315 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 13,089.0 $1.6M 0.05% $122.91 +31.2%
316 BCS BARCLAYS PLC Financial Services 59,618.0 $1.6M 0.05% $26.86 +0.0%
317 IAGG ISHARES TR 31,468.0 $1.6M 0.05% $50.61 -1.6%
318 DFNM DIMENSIONAL ETF TRUST 32,857.0 $1.6M 0.05% $48.33 -1.6%
319 AVEM AMERICAN CENTY ETF TR 16,671.0 $1.6M 0.05% $95.10 +0.1%
320 AMP AMERIPRISE FINL INC Financial Services 3,512.0 $1.6M 0.05% $446.86 +24.4%
Page 16 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%