Smartleaf Asset Management
Latest statistics and disclosures from Smartleaf Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, MSFT, AAPL, MGV, AMZN, and represent 12.98% of Smartleaf Asset Management's stock portfolio.
- Added to shares of these 10 stocks: MSFT (+$14M), NVDA (+$14M), AAPL (+$12M), CGGE (+$9.3M), SPY (+$9.0M), SCHG (+$8.8M), IWF (+$8.6M), IVV (+$8.5M), PVAL (+$8.2M), AMZN (+$6.8M).
- Started 371 new stock positions in CIBR, OSBC, SCWO, FBRT, IBCP, ECG, SHV, FVD, TPG, BLBD.
- Reduced shares in these 10 stocks: BND, QUAL, IYF, QUS, BAB, IGSB, IYW, KIE, IYK, CERY.
- Sold out of its positions in ARKQ, ARKF, AMED, ANSS, AZEK, BPMC, Brookline Ban, CERT, CHX, Chargepoint Holdings Inc Com Cl A.
- Smartleaf Asset Management was a net buyer of stock by $407M.
- Smartleaf Asset Management has $1.6B in assets under management (AUM), dropping by 42.42%.
- Central Index Key (CIK): 0002010393
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Portfolio Holdings for Smartleaf Asset Management
Smartleaf Asset Management holds 3003 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Smartleaf Asset Management has 3003 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Smartleaf Asset Management Sept. 30, 2025 positions
- Download the Smartleaf Asset Management September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 3.5 | $56M | +33% | 310k | 181.85 |
|
| Microsoft Corporation (MSFT) | 3.1 | $50M | +39% | 98k | 514.60 |
|
| Apple (AAPL) | 3.0 | $49M | +33% | 193k | 254.43 |
|
| Vanguard World Mega Cap Val Etf (MGV) | 1.8 | $29M | +2% | 212k | 137.15 |
|
| Amazon (AMZN) | 1.6 | $25M | +37% | 113k | 222.17 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $24M | +55% | 36k | 666.77 |
|
| Meta Platforms Cl A (META) | 1.3 | $20M | +34% | 27k | 743.41 |
|
| Broadcom (AVGO) | 1.2 | $19M | +43% | 57k | 327.90 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.1 | $19M | +33% | 76k | 244.05 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $18M | +19% | 30k | 610.15 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.9 | $15M | +17% | 111k | 137.38 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $15M | +29% | 48k | 315.69 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.9 | $15M | +32% | 170k | 88.68 |
|
| Wisdomtree Tr Us Quality Grow (QGRW) | 0.9 | $15M | -3% | 257k | 57.22 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.9 | $15M | +42% | 60k | 244.36 |
|
| Tesla Motors (TSLA) | 0.8 | $14M | +32% | 31k | 443.22 |
|
| Capital Group Core Balanced SHS (CGBL) | 0.8 | $13M | +13% | 381k | 34.88 |
|
| Capital Group Dividend Growe Shs Etf (CGDG) | 0.8 | $13M | -2% | 379k | 34.54 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.8 | $13M | +108% | 147k | 86.90 |
|
| Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) | 0.8 | $12M | +4% | 444k | 27.76 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.7 | $11M | +28% | 89k | 119.97 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.7 | $11M | +553% | 16k | 663.72 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $11M | +427% | 23k | 466.56 |
|
| Wisdomtree Tr Yield Enhancd Us (AGGY) | 0.6 | $10M | +3% | 226k | 44.19 |
|
| Visa Com Cl A (V) | 0.6 | $9.7M | +24% | 29k | 340.17 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $9.5M | +1414% | 298k | 31.78 |
|
| Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) | 0.6 | $9.4M | -3% | 199k | 47.01 |
|
| Capital Group Global Equity SHS (CGGE) | 0.6 | $9.3M | NEW | 304k | 30.58 |
|
| Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB) | 0.6 | $9.3M | +23% | 350k | 26.56 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $9.0M | +47% | 18k | 499.27 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.5 | $8.8M | +10% | 200k | 43.89 |
|
| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.5 | $8.8M | 227k | 38.49 |
|
|
| Ishares Tr Mbs Etf (MBB) | 0.5 | $8.5M | +9% | 89k | 95.19 |
|
| Johnson & Johnson (JNJ) | 0.5 | $8.4M | +22% | 46k | 181.62 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $8.3M | +32% | 12k | 726.54 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $8.3M | +24% | 17k | 478.05 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.5 | $8.3M | +18% | 83k | 100.26 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.5 | $8.2M | +23% | 79k | 104.06 |
|
| Dimensional Etf Trust Us Core Equity 1 (DCOR) | 0.5 | $8.2M | 114k | 71.73 |
|
|
| Putnam Etf Trust Focused Lar Cap (PVAL) | 0.5 | $8.2M | NEW | 192k | 42.62 |
|
| Capital Group Core Equity Et Shs Creation Uni (CGUS) | 0.5 | $7.7M | +15% | 195k | 39.45 |
|
| Netflix (NFLX) | 0.5 | $7.6M | +32% | 6.3k | 1206.43 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.5 | $7.5M | +3% | 151k | 49.45 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $6.8M | +36% | 37k | 185.76 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $6.8M | +36% | 127k | 53.94 |
|
| Abbvie (ABBV) | 0.4 | $6.7M | +38% | 30k | 223.16 |
|
| Oracle Corporation (ORCL) | 0.4 | $6.7M | +36% | 24k | 282.76 |
|
| Wal-Mart Stores (WMT) | 0.4 | $6.7M | +31% | 65k | 103.08 |
|
| Costco Wholesale Corporation (COST) | 0.4 | $6.7M | +22% | 7.3k | 916.88 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $6.7M | -10% | 112k | 59.71 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $6.6M | +34% | 12k | 568.19 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 0.4 | $6.5M | +17% | 190k | 33.99 |
|
| Ishares Core Msci Emkt (IEMG) | 0.4 | $6.0M | +215% | 91k | 65.70 |
|
| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.4 | $5.9M | +4% | 259k | 22.73 |
|
| Procter & Gamble Company (PG) | 0.4 | $5.8M | +25% | 38k | 153.53 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.4 | $5.7M | 137k | 41.93 |
|
|
| Home Depot (HD) | 0.4 | $5.7M | +37% | 14k | 406.80 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $5.5M | +44% | 48k | 114.22 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $5.5M | +3% | 201k | 27.10 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $5.4M | -26% | 72k | 74.40 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.3 | $5.1M | +13% | 39k | 128.98 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $5.0M | -18% | 25k | 194.93 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.3 | $4.7M | +53% | 56k | 84.37 |
|
| Chevron Corporation (CVX) | 0.3 | $4.7M | +39% | 30k | 156.10 |
|
| Bank of America Corporation (BAC) | 0.3 | $4.6M | +24% | 88k | 52.42 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $4.6M | +19% | 14k | 327.12 |
|
| Wisdomtree Tr Wisdomtree Us Va (WTV) | 0.3 | $4.5M | +3% | 50k | 91.03 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.3 | $4.5M | +313% | 40k | 113.31 |
|
| Franklin Templeton Etf Tr Us Core Bond Etf (FLCB) | 0.3 | $4.4M | NEW | 201k | 21.74 |
|
| Dimensional Etf Trust Intl Core Equity (DFIC) | 0.3 | $4.4M | +3% | 134k | 32.70 |
|
| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.3 | $4.3M | +6% | 101k | 42.65 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $4.2M | NEW | 91k | 46.26 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $4.1M | 77k | 54.09 |
|
|
| Nano Labs Shs New (NA) | 0.3 | $4.1M | +91223% | 781k | 5.20 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $4.0M | +112% | 69k | 57.41 |
|
| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.2 | $3.9M | +4% | 38k | 103.12 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $3.9M | +440% | 19k | 203.23 |
|
| Cisco Systems (CSCO) | 0.2 | $3.9M | +34% | 58k | 67.72 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $3.9M | +43% | 22k | 178.87 |
|
| Goldman Sachs (GS) | 0.2 | $3.9M | +32% | 4.8k | 804.28 |
|
| Servicenow (NOW) | 0.2 | $3.8M | +23% | 4.1k | 941.03 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $3.8M | +41% | 67k | 56.96 |
|
| International Business Machines (IBM) | 0.2 | $3.8M | +33% | 14k | 279.81 |
|
| ConocoPhillips (COP) | 0.2 | $3.8M | +18% | 39k | 95.85 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $3.8M | +234% | 31k | 121.87 |
|
| McDonald's Corporation (MCD) | 0.2 | $3.7M | +28% | 12k | 303.01 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.2 | $3.7M | +7% | 47k | 78.07 |
|
| Abbott Laboratories (ABT) | 0.2 | $3.7M | +35% | 28k | 133.11 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $3.6M | 41k | 89.18 |
|
|
| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $3.6M | +41% | 50k | 72.24 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $3.6M | 89k | 40.58 |
|
|
| Capital Group Equity Etf Tr Us Small And Mid (CGMM) | 0.2 | $3.6M | NEW | 126k | 28.42 |
|
| Coca-Cola Company (KO) | 0.2 | $3.6M | +34% | 54k | 66.04 |
|
| Principal Exchange Traded Us Mega Cp Etf (USMC) | 0.2 | $3.6M | +54% | 53k | 67.77 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.2 | $3.5M | +8% | 45k | 78.89 |
|
| Eaton Corp SHS (ETN) | 0.2 | $3.5M | +25% | 9.6k | 367.16 |
|
| Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) | 0.2 | $3.5M | NEW | 95k | 37.18 |
|
| TJX Companies (TJX) | 0.2 | $3.5M | +23% | 25k | 143.52 |
|
| Fidelity Covington Trust Emerg Mkts Mltft (FDEM) | 0.2 | $3.4M | NEW | 115k | 30.03 |
|
| At&t (T) | 0.2 | $3.4M | +28% | 121k | 28.07 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.2 | $3.4M | +43211% | 66k | 51.27 |
|
| Intuit (INTU) | 0.2 | $3.3M | +24% | 4.8k | 694.76 |
|
| Blackrock (BLK) | 0.2 | $3.3M | +17% | 2.8k | 1175.59 |
|
| Advanced Micro Devices (AMD) | 0.2 | $3.3M | +33% | 21k | 161.36 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $3.3M | 49k | 67.57 |
|
|
| Praxis Fds Impact Large Cap (PRXG) | 0.2 | $3.3M | 92k | 35.71 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $3.3M | 23k | 140.51 |
|
|
| Valero Energy Corporation (VLO) | 0.2 | $3.3M | 19k | 172.14 |
|
|
| Lam Research Corp Com New (LRCX) | 0.2 | $3.2M | +29% | 25k | 131.09 |
|
| Wells Fargo & Company (WFC) | 0.2 | $3.2M | +54% | 38k | 84.65 |
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.2 | $3.2M | NEW | 72k | 43.92 |
|
| Ge Aerospace Com New (GE) | 0.2 | $3.2M | +58% | 11k | 293.64 |
|
| Ishares Tr National Mun Etf (MUB) | 0.2 | $3.2M | +87% | 30k | 106.42 |
|
| Booking Holdings (BKNG) | 0.2 | $3.1M | +27% | 577.00 | 5457.50 |
|
| Linde SHS (LIN) | 0.2 | $3.1M | +40% | 6.6k | 476.51 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.2 | $3.1M | +3% | 45k | 68.31 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $3.1M | +45% | 19k | 163.64 |
|
| Wisdomtree Tr Em Ex St-owned (XSOE) | 0.2 | $3.0M | +2% | 80k | 37.87 |
|
| Caterpillar (CAT) | 0.2 | $3.0M | +41% | 6.4k | 471.65 |
|
| Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) | 0.2 | $3.0M | +45% | 34k | 88.87 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.2 | $2.9M | 39k | 73.63 |
|
|
| Praxis Fds Impact Large Cap (PRXV) | 0.2 | $2.9M | 98k | 29.56 |
|
|
| American Express Company (AXP) | 0.2 | $2.9M | +31% | 8.4k | 342.32 |
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| Stryker Corporation (SYK) | 0.2 | $2.8M | +36% | 7.7k | 369.90 |
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| Applied Materials (AMAT) | 0.2 | $2.8M | +31% | 14k | 204.96 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $2.8M | -40% | 15k | 193.37 |
|
| Morgan Stanley Com New (MS) | 0.2 | $2.7M | +44% | 17k | 161.16 |
|
| Southern Company (SO) | 0.2 | $2.7M | +22% | 29k | 93.91 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $2.7M | +15% | 9.3k | 293.15 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $2.7M | +4% | 23k | 118.58 |
|
| Blackrock Etf Trust Ishares Us Equit (DYNF) | 0.2 | $2.7M | +5% | 46k | 59.03 |
|
| Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM) | 0.2 | $2.7M | NEW | 48k | 56.47 |
|
| Micron Technology (MU) | 0.2 | $2.7M | +27% | 16k | 163.90 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $2.6M | +16% | 39k | 67.72 |
|
| Spdr Series Trust SPDR S&P1500VL (VLU) | 0.2 | $2.6M | +60% | 13k | 203.76 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $2.6M | +46% | 14k | 183.24 |
|
| UnitedHealth (UNH) | 0.2 | $2.6M | +33% | 7.5k | 345.20 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $2.6M | +22% | 2.7k | 962.79 |
|
| Merck & Co (MRK) | 0.2 | $2.6M | +21% | 33k | 78.58 |
|
| Verizon Communications (VZ) | 0.2 | $2.6M | +36% | 59k | 43.25 |
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| Capital One Financial (COF) | 0.2 | $2.5M | +41% | 11k | 223.62 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $2.5M | +15% | 9.8k | 255.64 |
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| Philip Morris International (PM) | 0.2 | $2.5M | +71% | 15k | 163.00 |
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| S&p Global (SPGI) | 0.2 | $2.5M | +23% | 5.0k | 491.42 |
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| Lowe's Companies (LOW) | 0.2 | $2.4M | +55% | 9.6k | 253.33 |
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| Kla Corp Com New (KLAC) | 0.1 | $2.4M | +41% | 2.2k | 1064.13 |
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| Nextera Energy (NEE) | 0.1 | $2.4M | +35% | 31k | 76.21 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $2.4M | +33% | 5.1k | 462.08 |
|
| Citigroup Com New (C) | 0.1 | $2.4M | +34% | 23k | 103.16 |
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| salesforce (CRM) | 0.1 | $2.3M | +24% | 9.5k | 245.11 |
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| Capital Group New Geography SHS (CGNG) | 0.1 | $2.3M | NEW | 75k | 30.82 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $2.3M | +21% | 8.8k | 263.82 |
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| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $2.3M | +118% | 44k | 52.22 |
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| Boston Scientific Corporation (BSX) | 0.1 | $2.3M | +34% | 24k | 97.04 |
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| Pepsi (PEP) | 0.1 | $2.3M | +30% | 16k | 140.18 |
|
| Walt Disney Company (DIS) | 0.1 | $2.2M | +38% | 20k | 114.78 |
|
| Uber Technologies (UBER) | 0.1 | $2.2M | +45% | 22k | 99.57 |
|
| Qualcomm (QCOM) | 0.1 | $2.2M | +42% | 13k | 165.31 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $2.2M | +3% | 11k | 205.80 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $2.2M | 27k | 82.92 |
|
|
| Intercontinental Exchange (ICE) | 0.1 | $2.2M | +20% | 13k | 168.00 |
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| Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) | 0.1 | $2.2M | NEW | 89k | 24.71 |
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| Metropcs Communications (TMUS) | 0.1 | $2.2M | +26% | 9.2k | 237.98 |
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| PNC Financial Services (PNC) | 0.1 | $2.2M | +28% | 11k | 201.86 |
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| Spdr Series Trust Portfolio Agrgte (SPAB) | 0.1 | $2.2M | +5% | 84k | 25.87 |
|
| Analog Devices (ADI) | 0.1 | $2.2M | +32% | 8.8k | 244.82 |
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| Automatic Data Processing (ADP) | 0.1 | $2.1M | +32% | 7.3k | 292.69 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $2.1M | -20% | 46k | 46.71 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $2.1M | +36% | 18k | 121.02 |
|
| Emerson Electric (EMR) | 0.1 | $2.1M | +14% | 17k | 129.25 |
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| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.1 | $2.1M | +7% | 43k | 50.01 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $2.1M | +112% | 39k | 55.15 |
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| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.1 | $2.1M | +28% | 51k | 40.97 |
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| Union Pacific Corporation (UNP) | 0.1 | $2.1M | +33% | 8.9k | 236.19 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $2.1M | 27k | 78.10 |
|
|
| Duke Energy Corp Com New (DUK) | 0.1 | $2.1M | +20% | 17k | 122.80 |
|
| Vanguard Bd Index Fds Long Term Bond (BLV) | 0.1 | $2.1M | 29k | 71.01 |
|
|
| Invesco Actively Managed Exc Ultra Shrt Dur (GSY) | 0.1 | $2.1M | 41k | 50.22 |
|
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| Ishares Tr Us Consum Discre (IYC) | 0.1 | $2.1M | +3% | 20k | 105.47 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $2.1M | +13% | 8.3k | 247.02 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $2.1M | -4% | 17k | 120.17 |
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| Howmet Aerospace (HWM) | 0.1 | $2.0M | +8% | 11k | 191.92 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $2.0M | +25% | 5.7k | 359.44 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.1 | $2.0M | +12% | 18k | 111.59 |
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| Deere & Company (DE) | 0.1 | $2.0M | +35% | 4.3k | 465.52 |
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| Illinois Tool Works (ITW) | 0.1 | $2.0M | +36% | 7.6k | 261.41 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.1 | $2.0M | +60% | 86k | 23.12 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $2.0M | -10% | 30k | 65.19 |
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| Altria (MO) | 0.1 | $1.9M | +23% | 30k | 65.67 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $1.9M | +46% | 14k | 143.38 |
|
| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.1 | $1.9M | +2% | 60k | 31.99 |
|
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.1 | $1.9M | +2% | 114k | 16.89 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $1.9M | +15% | 4.4k | 439.30 |
|
| Starbucks Corporation (SBUX) | 0.1 | $1.9M | +23% | 22k | 85.64 |
|
| Amgen (AMGN) | 0.1 | $1.9M | +36% | 6.9k | 273.99 |
|
| Ge Vernova (GEV) | 0.1 | $1.9M | +59% | 3.1k | 602.44 |
|
| Listed Fds Tr Shares Lag Cap (OVL) | 0.1 | $1.8M | +17% | 36k | 52.12 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.8M | +39% | 19k | 96.89 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $1.8M | +9% | 5.1k | 364.50 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.8M | +60% | 25k | 74.13 |
|
| Cbre Group Cl A (CBRE) | 0.1 | $1.8M | +42% | 11k | 158.97 |
|
| Dimensional Etf Trust Us Mktwide Value (DFUV) | 0.1 | $1.8M | +2% | 41k | 44.61 |
|
| Medtronic SHS (MDT) | 0.1 | $1.8M | +36% | 19k | 93.97 |
|
| Chubb (CB) | 0.1 | $1.8M | +23% | 6.5k | 279.58 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.8M | +32% | 29k | 62.63 |
|
| Wisdomtree Tr Us Sht Trm Corp (QSIG) | 0.1 | $1.8M | 37k | 48.94 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $1.8M | +24% | 3.6k | 499.71 |
|
| Cme (CME) | 0.1 | $1.8M | +40% | 6.6k | 272.28 |
|
| Wisdomtree Tr Floatng Rat Trea (USFR) | 0.1 | $1.8M | 36k | 50.26 |
|
|
| Novartis Sponsored Adr (NVS) | 0.1 | $1.8M | +23% | 14k | 124.10 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $1.8M | 41k | 43.88 |
|
|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.1 | $1.8M | +884% | 43k | 41.26 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $1.7M | +5% | 6.2k | 280.33 |
|
| Ishares Tr Ibond Dec 2030 (IBTK) | 0.1 | $1.7M | +3% | 87k | 19.86 |
|
| Wisdomtree Tr Us Hgh Yld Corp (QHY) | 0.1 | $1.7M | +3% | 37k | 46.57 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $1.7M | +34% | 8.6k | 200.24 |
|
| Waste Management (WM) | 0.1 | $1.7M | +18% | 7.8k | 219.44 |
|
| Constellation Energy (CEG) | 0.1 | $1.7M | +34% | 5.0k | 334.28 |
|
| Ecolab (ECL) | 0.1 | $1.7M | +27% | 6.1k | 272.94 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $1.7M | +20% | 19k | 88.93 |
|
| Intel Corporation (INTC) | 0.1 | $1.7M | +21% | 48k | 34.48 |
|
| Spdr Series Trust Msci Usa Strtgic (QUS) | 0.1 | $1.7M | -49% | 9.7k | 170.41 |
|
| Ishares Tr Us Industrials (IYJ) | 0.1 | $1.6M | NEW | 11k | 145.18 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $1.6M | +30% | 8.3k | 196.49 |
|
| Danaher Corporation (DHR) | 0.1 | $1.6M | +37% | 8.8k | 186.08 |
|
| Williams Companies (WMB) | 0.1 | $1.6M | +59% | 25k | 63.97 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $1.6M | +59% | 2.1k | 753.80 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.6M | +28% | 51k | 31.49 |
|
| Applovin Corp Com Cl A (APP) | 0.1 | $1.6M | +42% | 2.3k | 712.36 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $1.6M | +7% | 60k | 26.81 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $1.6M | +3650% | 17k | 96.50 |
|
| Honeywell International (HON) | 0.1 | $1.6M | +36% | 7.6k | 209.30 |
|
| Cadence Design Systems (CDNS) | 0.1 | $1.6M | +35% | 4.5k | 348.54 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $1.6M | +7% | 11k | 145.20 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $1.5M | +35% | 20k | 75.57 |
|
| Gilead Sciences (GILD) | 0.1 | $1.5M | +56% | 14k | 112.63 |
|
| Enbridge (ENB) | 0.1 | $1.5M | +5% | 31k | 49.72 |
|
| Cigna Corp (CI) | 0.1 | $1.5M | +48% | 5.3k | 286.69 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $1.5M | +9% | 32k | 46.63 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $1.5M | +20% | 51k | 29.10 |
|
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.1 | $1.5M | +532% | 29k | 50.89 |
|
| Synopsys (SNPS) | 0.1 | $1.5M | +38% | 3.1k | 481.73 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.5M | +15% | 21k | 70.47 |
|
| Moody's Corporation (MCO) | 0.1 | $1.4M | +31% | 3.0k | 480.92 |
|
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $1.4M | +24% | 90k | 15.90 |
|
| Autodesk (ADSK) | 0.1 | $1.4M | +20% | 4.4k | 322.08 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.4M | +62% | 5.2k | 273.28 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $1.4M | 2.4k | 598.82 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $1.4M | -2% | 15k | 94.73 |
|
| MetLife (MET) | 0.1 | $1.4M | +16% | 17k | 82.07 |
|
Past Filings by Smartleaf Asset Management
SEC 13F filings are viewable for Smartleaf Asset Management going back to 2023
- Smartleaf Asset Management 2025 Q3 filed Nov. 5, 2025
- Smartleaf Asset Management 2025 Q2 filed Aug. 14, 2025
- Smartleaf Asset Management 2025 Q1 filed May 14, 2025
- Smartleaf Asset Management 2024 Q4 filed Feb. 5, 2025
- Smartleaf Asset Management 2024 Q3 filed Nov. 13, 2024
- Smartleaf Asset Management 2024 Q2 restated filed Oct. 8, 2024
- Smartleaf Asset Management 2024 Q1 restated filed Oct. 7, 2024
- Smartleaf Asset Management 2024 Q1 filed May 3, 2024
- Smartleaf Asset Management 2023 Q4 filed Feb. 12, 2024