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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 5 of 174  ·  3,465 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPYG SPDR SERIES TRUST 59,810.0 $7.0M 0.23% $117.41 +3.7%
82 USIG ISHARES TR 135,350.0 $7.0M 0.23% $51.52 -2.0%
83 MA MASTERCARD INCORPORATED Financial Services 13,050.0 $6.7M 0.22% $509.67 +16.1%
84 SCHD SCHWAB STRATEGIC TR 198,416.0 $6.3M 0.21% $31.93 +9.2%
85 GS GOLDMAN SACHS GROUP INC Financial Services 6,204.0 $6.3M 0.21% $1020.22 +1.8%
86 CGCP CAPITAL GRP FIXED INCM ETF T 277,792.0 $6.2M 0.20% $22.37 -1.2%
87 PG PROCTER & GAMBLE CO Consumer Defensive 41,839.0 $6.2M 0.20% $148.45 -3.4%
88 IVW ISHARES TR 45,591.0 $6.2M 0.20% $135.60 +3.7%
89 BAC BANK OF AMER CORP Financial Services 106,782.0 $6.2M 0.20% $57.88 +5.8%
90 CVX CHEVRON CORPORATION Energy 35,557.0 $6.0M 0.20% $168.47 +18.7%
91 ASML ASML HLDG NV Technology 3,176.0 $6.0M 0.19% $1883.29 -8.4%
92 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,941.0 $5.9M 0.19% $741.06 +4.0%
93 MUB ISHARES TR 54,337.0 $5.9M 0.19% $107.71 -2.2%
94 KO COCA COLA CO Consumer Defensive 70,681.0 $5.8M 0.19% $82.65 +8.1%
95 FDEM FIDELITY COVINGTON TRUST 160,405.0 $5.8M 0.19% $35.98 +0.8%
96 VYMI VANGUARD WHITEHALL FDS 57,898.0 $5.7M 0.18% $98.24 +6.9%
97 HD HOME DEPOT INC Consumer Cyclical 16,012.0 $5.6M 0.18% $350.82 -6.5%
98 DFAX DIMENSIONAL ETF TRUST 153,090.0 $5.6M 0.18% $36.64 +4.7%
99 GOVT ISHARES TR 241,957.0 $5.5M 0.18% $22.87 -1.5%
100 SPDW SPDR INDEX SHS FDS 109,876.0 $5.5M 0.18% $50.10 +3.8%
Page 5 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%