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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 3 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CGGE CAPITAL GROUP GLOBAL EQUITY 394,290.0 $13.7M 0.45% $34.87 +1.5%
42 PVAL PUTNAM ETF TRUST 265,281.0 $13.6M 0.44% $51.09 +6.1%
43 LRCX LAM RESEARCH CORP Technology 32,736.0 $13.5M 0.44% $410.91 -23.4%
44 IEMG ISHARES INC 159,239.0 $13.0M 0.42% $81.72 +0.6%
45 AMD ADVANCED MICRO DEVICES INC Technology 24,103.0 $13.0M 0.42% $539.51 -12.2%
46 BSV VANGUARD BD INDEX FDS 164,517.0 $12.8M 0.42% $78.02 -0.4%
47 AMAT APPLIED MATLS INC Technology 18,020.0 $12.5M 0.41% $694.66 -31.8%
48 CGMS CAPITAL GRP FIXED INCM ETF T 455,538.0 $12.5M 0.41% $27.39 -0.5%
49 VONG VANGUARD SCOTTSDALE FDS 96,303.0 $12.1M 0.39% $125.53 +1.1%
50 VB VANGUARD INDEX FDS 39,554.0 $11.9M 0.39% $301.30 +1.0%
51 USRT ISHARES TR 171,701.0 $11.6M 0.38% $67.56 -1.0%
52 CGGR CAPITAL GROUP GROWTH ETF 245,679.0 $11.5M 0.37% $46.81 +0.7%
53 VEA VANGUARD TAX-MANAGED FDS 157,483.0 $11.2M 0.36% $70.92 +3.4%
54 AGGY WISDOMTREE TR 251,297.0 $11.0M 0.36% $43.69 -2.1%
55 SCHG SCHWAB STRATEGIC TR 317,627.0 $10.6M 0.34% $33.46 +6.8%
56 V VISA INC Financial Services 30,636.0 $10.5M 0.34% $341.65 +11.5%
57 NANO LABS LTD 5,655,934.0 $10.4M 0.34% $1.83
58 CGUS CAPITAL GROUP CORE EQUITY ET 230,295.0 $10.2M 0.33% $44.31 +2.4%
59 CGGO CAPITAL GROUP GBL GROWTH EQT 240,674.0 $10.1M 0.33% $41.86 -3.1%
60 JEPQ J P MORGAN EXCHANGE TRADED F 159,537.0 $9.7M 0.32% $60.70 -1.0%
Page 3 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%