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Smartleaf Asset Management

Latest statistics and disclosures from Smartleaf Asset Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFUS, DFAT, IVV, AAPL, NVDA, and represent 16.21% of Smartleaf Asset Management's stock portfolio.
Added to shares of these 10 stocks: DFUS (+$23M), NA (+$17M), DFIV (+$16M), IEFA (+$14M), AGG (+$11M), IVV (+$10M), BND (+$9.7M), VWO (+$8.7M), VOO (+$8.6M), VGSH (+$8.3M).
Started 192 new stock positions in CWB, DBJP, CURI, ICLN, IGRO, PNFP, HBTA, GPIX, FIW, XTN.
Reduced shares in these 10 stocks: SPY (-$6.2M), SPYG, AstraZeneca, FSMD, IWD, DGRW, EFG, SCHD, AVUV, IXG.
Sold out of its positions in ARAY, ALEX, COLD, AstraZeneca, AVNS, Avidity Biosciences Ord, BLZE, BITB, MVF, BPRE.
Smartleaf Asset Management was a net buyer of stock by $251M.
Smartleaf Asset Management has $2.8B in assets under management (AUM), dropping by 4.92%.
Central Index Key (CIK): 0002010393

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Portfolio Holdings for Smartleaf Asset Management

Smartleaf Asset Management holds 3510 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Smartleaf Asset Management has 3510 total positions. Only the first 250 positions are shown.

Sign up to view all of the Smartleaf Asset Management March 31, 2026 positions
Download the Smartleaf Asset Management March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Equity Market (DFUS)	4.6	$129M	+21%	1.9M	68.89	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	3.3	$91M	+5%	1.5M	61.22	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$90M	+13%	142k	634.93	View chart
Apple (AAPL)	2.8	$79M	+10%	318k	246.63	View chart
NVIDIA Corporation (NVDA)	2.2	$60M	+3%	363k	165.17	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	2.2	$60M		1.6M	37.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.0	$57M	+18%	1.1M	52.42	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	2.0	$56M	+40%	1.1M	51.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.0	$55M	+25%	551k	99.04	View chart
Ishares Tr Core Msci Eafe (IEFA)	1.7	$47M	+41%	531k	87.69	View chart
Microsoft Corporation (MSFT)	1.5	$41M		115k	358.96	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	1.5	$40M	+2%	847k	47.51	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.3	$37M	+9%	975k	37.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.3	$35M	+32%	60k	580.94	View chart
Vanguard World Mega Cap Val Etf (MGV)	1.1	$31M		217k	142.63	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	1.0	$29M	+20%	487k	59.43	View chart
Amazon (AMZN)	1.0	$29M	+3%	143k	200.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$25M		90k	273.50	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.9	$24M	+69%	323k	73.48	View chart
Vanguard Index Fds Growth Etf (VUG)	0.8	$23M	+22%	54k	420.02	View chart
Broadcom (AVGO)	0.7	$20M	+8%	69k	293.41	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	0.7	$20M	+6%	513k	38.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$19M	+4%	70k	273.14	View chart
Meta Platforms Cl A (META)	0.7	$19M	+5%	35k	536.39	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$18M	+12%	135k	134.19	View chart
JPMorgan Chase & Co. (JPM)	0.6	$17M	+5%	59k	283.77	View chart
Nano Labs Shs New (NA)	0.6	$17M	NEW	5.7M	2.95	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$17M	+3%	35k	474.67	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.6	$16M	-8%	150k	108.27	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$16M	-12%	181k	85.65	View chart
Vanguard Index Fds Value Etf (VTV)	0.6	$15M	+15%	80k	193.03	View chart
Capital Group Core Balanced SHS (CGBL)	0.5	$14M	+6%	427k	33.78	View chart
Ssga Active Etf Tr State Street Mul (RLY)	0.5	$14M	+29%	400k	35.95	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.5	$14M	+21%	581k	24.64	View chart
Wisdomtree Tr Us Quality Grow (QGRW)	0.5	$14M	+5%	277k	51.21	View chart
Capital Group Dividend Growe Shs Etf (CGDG)	0.5	$14M	+3%	398k	35.29	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$14M	+33%	101k	135.39	View chart
Tesla Motors (TSLA)	0.5	$14M	+6%	38k	355.29	View chart
Johnson & Johnson (JNJ)	0.5	$14M	+4%	56k	242.49	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$13M	+18%	165k	78.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$13M	+28%	41k	311.68	View chart
Eli Lilly & Co. (LLY)	0.4	$12M	+3%	14k	886.68	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.4	$12M	+5%	456k	27.02	View chart
Putnam Etf Trust Focused Lar Cap (PVAL)	0.4	$12M	-2%	265k	45.47	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$12M		169k	69.19	View chart
Capital Group Global Equity SHS (CGGE)	0.4	$12M	+9%	394k	29.50	View chart
Exxon Mobil Corporation (XOM)	0.4	$11M	+10%	65k	171.47	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.4	$11M	+3%	251k	43.30	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$11M	+23%	159k	67.32	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.4	$10M		96k	105.72	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$10M	+16%	40k	253.84	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.4	$10M	+16%	172k	58.36	View chart
Costco Wholesale Corporation (COST)	0.4	$10M	+6%	10k	996.64	View chart
Wal-Mart Stores (WMT)	0.4	$9.9M	+5%	80k	123.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.4	$9.8M	+17%	158k	62.03	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.3	$9.5M	+11%	246k	38.73	View chart
Ishares Tr Mbs Etf (MBB)	0.3	$9.3M	+3%	98k	94.72	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.3	$9.2M	+12%	185k	49.77	View chart
Visa Com Cl A (V)	0.3	$9.2M	+2%	31k	299.54	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.3	$9.1M	+1060%	156k	58.49	View chart
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)	0.3	$9.1M	+6%	346k	26.21	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$8.9M	+5%	318k	28.10	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$8.6M	-11%	184k	46.85	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.3	$8.6M	+9%	230k	37.33	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$8.6M	+32%	160k	53.77	View chart
Dimensional Etf Trust Us Core Equity 1 (DCOR)	0.3	$8.1M		116k	70.18	View chart
Abbvie (ABBV)	0.3	$7.8M	+5%	37k	213.12	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.3	$7.7M	+14%	241k	32.11	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.3	$7.7M	+6%	161k	47.79	View chart
Chevron Corporation (CVX)	0.3	$7.5M	+9%	36k	210.72	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.3	$7.3M	+14%	35k	212.29	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$7.3M	+37%	131k	55.65	View chart
Ishares Tr Usd Inv Grde Etf (USIG)	0.2	$6.9M	+39%	135k	50.97	View chart
Netflix (NFLX)	0.2	$6.7M	-2%	72k	92.97	View chart
Lam Research Corp Com New (LRCX)	0.2	$6.5M		33k	199.93	View chart
Mastercard Incorporated Cl A (MA)	0.2	$6.4M	+3%	13k	494.03	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$6.4M		16k	410.92	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$6.2M	+14%	84k	74.38	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.2	$6.2M	+5%	278k	22.26	View chart
Spdr Series Trust State Street Spd (XNTK)	0.2	$6.1M	+30%	25k	244.17	View chart
Procter & Gamble Company (PG)	0.2	$6.1M	+9%	42k	144.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$6.0M	-21%	198k	30.48	View chart
Micron Technology (MU)	0.2	$6.0M	+9%	19k	321.80	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$6.0M	+7%	145k	41.46	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$5.8M	+15%	88k	66.42	View chart
Applied Materials (AMAT)	0.2	$5.8M	+9%	18k	323.13	View chart
ConocoPhillips (COP)	0.2	$5.8M	+7%	44k	132.89	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$5.8M	+25%	54k	105.95	View chart
Spdr Series Trust State Street Spd (SPYG)	0.2	$5.6M	-35%	60k	94.07	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$5.5M	+64%	242k	22.89	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$5.4M	+29%	19k	280.93	View chart
Coca-Cola Company (KO)	0.2	$5.4M	+8%	71k	76.27	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.2	$5.3M	+11%	58k	91.72	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.2	$5.3M	+46%	106k	49.98	View chart
Home Depot (HD)	0.2	$5.2M	+2%	16k	323.51	View chart
Caterpillar (CAT)	0.2	$5.2M	+11%	7.8k	667.45	View chart
Cisco Systems (CSCO)	0.2	$5.1M	+4%	67k	77.04	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$5.0M	+8%	153k	32.96	View chart
Bank of America Corporation (BAC)	0.2	$5.0M		107k	47.23	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.2	$5.0M	-55%	7.9k	632.02	View chart
Goldman Sachs (GS)	0.2	$5.0M	+4%	6.2k	807.61	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.2	$5.0M	-2%	46k	108.71	View chart
Valero Energy Corporation (VLO)	0.2	$4.9M		20k	250.27	View chart
Fidelity Covington Trust Emerg Mkts Mltft (FDEM)	0.2	$4.9M		160k	30.59	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$4.9M	+4%	110k	44.19	View chart
Wisdomtree Tr Wisdomtree Us Va (WTV)	0.2	$4.8M		52k	93.28	View chart
Advanced Micro Devices (AMD)	0.2	$4.7M	+5%	24k	196.05	View chart
Merck & Co (MRK)	0.2	$4.7M	+8%	40k	118.10	View chart
Capital Group Equity Etf Tr Us Small And Mid (CGMM)	0.2	$4.7M	+14%	164k	28.42	View chart
McDonald's Corporation (MCD)	0.2	$4.6M	+5%	15k	308.55	View chart
TJX Companies (TJX)	0.2	$4.5M	+8%	29k	155.79	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$4.5M	-3%	130k	34.49	View chart
Raytheon Technologies Corp (RTX)	0.2	$4.4M	+9%	24k	187.15	View chart
Vanguard Scottsdale Fds Total Corp Bnd (VTC)	0.2	$4.4M	NEW	57k	76.41	View chart
Franklin Templeton Etf Tr Us Core Bond Etf (FLCB)	0.2	$4.3M	-11%	203k	21.46	View chart
Vanguard Scottsdale Fds Vng Rus1000val (VONV)	0.2	$4.3M	+5%	47k	91.83	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$4.3M	-12%	95k	45.48	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$4.3M	+7%	82k	52.42	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$4.3M	+13%	15k	289.60	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.2	$4.2M	+49%	99k	42.93	View chart
At&t (T)	0.2	$4.2M	+22%	146k	28.78	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$4.1M	-2%	57k	72.36	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$4.1M	+3%	53k	76.93	View chart
Eaton Corp SHS (ETN)	0.1	$4.0M	+6%	12k	343.53	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$4.0M	-37%	19k	209.43	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.1	$4.0M	+6%	3.2k	1254.08	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$3.9M	+927%	19k	210.80	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$3.9M		19k	210.71	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$3.9M	-4%	39k	100.63	View chart
Palantir Technologies Cl A (PLTR)	0.1	$3.8M	+6%	28k	137.55	View chart
Oracle Corporation (ORCL)	0.1	$3.8M	+6%	27k	138.80	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.1	$3.8M		98k	38.65	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$3.8M	+52%	73k	52.10	View chart
Wells Fargo & Company (WFC)	0.1	$3.8M	+11%	49k	76.80	View chart
Southern Company (SO)	0.1	$3.8M	+6%	39k	96.93	View chart
Ge Aerospace Com New (GE)	0.1	$3.7M	+4%	14k	273.27	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$3.7M	+52%	155k	23.97	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.1	$3.7M	+6%	95k	38.65	View chart
Linde SHS (LIN)	0.1	$3.6M	+22%	7.3k	499.30	View chart
Philip Morris International (PM)	0.1	$3.6M	+18%	22k	164.84	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$3.6M	-13%	68k	52.93	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$3.6M	+10%	10k	346.67	View chart
Ge Vernova (GEV)	0.1	$3.6M	+10%	4.4k	817.51	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$3.6M	-2%	25k	145.48	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$3.6M	+4%	6.4k	558.29	View chart
International Business Machines (IBM)	0.1	$3.5M	+3%	15k	237.26	View chart
Morgan Stanley Com New (MS)	0.1	$3.5M	+9%	22k	158.37	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.1	$3.5M	-2%	62k	56.43	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$3.5M	+14%	50k	68.98	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.1	$3.5M	-39%	32k	107.66	View chart
Pgim Etf Tr Actv Hy Bd Etf (PHYL)	0.1	$3.4M	+34%	98k	34.58	View chart
Duke Energy Corp Com New (DUK)	0.1	$3.4M	+4%	26k	131.71	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.1	$3.3M	+3%	135k	24.72	View chart
Nextera Energy (NEE)	0.1	$3.3M	+4%	36k	92.05	View chart
Pepsi (PEP)	0.1	$3.3M	+10%	21k	156.82	View chart
Kla Corp Com New (KLAC)	0.1	$3.3M	+5%	2.4k	1382.62	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.1	$3.2M	-12%	81k	39.64	View chart
Analog Devices (ADI)	0.1	$3.2M	+13%	11k	303.10	View chart
Verizon Communications (VZ)	0.1	$3.2M	+8%	64k	50.30	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$3.2M	+54%	64k	50.10	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.1	$3.1M		32k	96.60	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$3.1M	+1856%	14k	224.08	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$3.1M	+33%	37k	82.50	View chart
Abbott Laboratories (ABT)	0.1	$3.0M		30k	101.88	View chart
American Express Company (AXP)	0.1	$3.0M		10k	297.51	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$3.0M	+62%	76k	39.92	View chart
Thermo Fisher Scientific (TMO)	0.1	$3.0M	+4%	6.3k	480.06	View chart
salesforce (CRM)	0.1	$3.0M	-3%	16k	185.04	View chart
Praxis Fds Impact Large Cap (PRXG)	0.1	$3.0M	+3%	94k	31.63	View chart
Neuberger Berman Etf Trust Flexible Credit (NBFC)	0.1	$3.0M	+20%	60k	49.81	View chart
Praxis Fds Impact Large Cap (PRXV)	0.1	$3.0M		97k	30.58	View chart
Amgen (AMGN)	0.1	$2.9M	+10%	8.4k	349.01	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	0.1	$2.9M	-10%	47k	62.53	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	0.1	$2.9M		36k	81.82	View chart
Citigroup Com New (C)	0.1	$2.9M		27k	107.27	View chart
Capital Group New Geography SHS (CGNG)	0.1	$2.9M	+10%	96k	30.27	View chart
Deere & Company (DE)	0.1	$2.9M	+14%	5.2k	555.58	View chart
Texas Instruments Incorporated (TXN)	0.1	$2.8M	+14%	15k	186.43	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.1	$2.8M	-7%	24k	115.05	View chart
Gilead Sciences (GILD)	0.1	$2.8M	+18%	20k	136.34	View chart
Ishares Tr Us Industrials (IYJ)	0.1	$2.8M		19k	143.33	View chart
Blackrock (BLK)	0.1	$2.8M		2.9k	934.21	View chart
Spdr Series Trust State Street Spd (SPYV)	0.1	$2.7M	+64%	49k	55.64	View chart
Howmet Aerospace (HWM)	0.1	$2.7M	-4%	12k	222.99	View chart
Franklin Etf Tr Shrt Dur Us Govt (FTSD)	0.1	$2.7M	+66%	29k	90.72	View chart
Novartis Sponsored Adr (NVS)	0.1	$2.6M	+7%	18k	150.37	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$2.6M		24k	108.12	View chart
Stryker Corporation (SYK)	0.1	$2.6M	+4%	8.0k	326.11	View chart
Lowe's Companies (LOW)	0.1	$2.6M	+8%	11k	232.60	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$2.6M	+45%	55k	47.00	View chart
Cme (CME)	0.1	$2.6M	+22%	8.8k	297.61	View chart
UnitedHealth (UNH)	0.1	$2.6M	+5%	9.9k	261.81	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$2.6M	+44%	49k	53.26	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$2.6M	-6%	14k	186.49	View chart
PNC Financial Services (PNC)	0.1	$2.6M	+3%	13k	201.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$2.6M	+20%	39k	65.59	View chart
Booking Holdings (BKNG)	0.1	$2.6M	-5%	620.00	4119.69	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.1	$2.6M		58k	43.85	View chart
Amphenol Corp Cl A (APH)	0.1	$2.5M	+10%	21k	119.15	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.1	$2.5M	-12%	34k	73.75	View chart
Chubb (CB)	0.1	$2.5M	+3%	7.7k	325.38	View chart
Union Pacific Corporation (UNP)	0.1	$2.5M	+8%	10k	239.24	View chart
Honeywell International (HON)	0.1	$2.5M	+11%	11k	223.49	View chart
Ishares Tr Us Hlthcare Etf (IYH)	0.1	$2.5M	-3%	41k	60.35	View chart
Capital One Financial (COF)	0.1	$2.5M	+5%	14k	178.14	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.1	$2.5M	+15%	54k	46.10	View chart
Fidelity Covington Trust Enhanced Small (FESM)	0.1	$2.5M	NEW	67k	36.79	View chart
Intel Corporation (INTC)	0.1	$2.4M	+8%	59k	41.19	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$2.4M	+4%	12k	207.65	View chart
Altria (MO)	0.1	$2.4M	+19%	36k	67.02	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.1	$2.4M	+14%	84k	28.42	View chart
Emerson Electric (EMR)	0.1	$2.4M	+5%	19k	123.30	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.1	$2.4M	-13%	46k	50.74	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$2.4M	+9%	56k	41.86	View chart
Bristol Myers Squibb (BMY)	0.1	$2.4M	+15%	39k	59.73	View chart
Intuitive Surgical Com New (ISRG)	0.1	$2.3M		5.2k	452.84	View chart
Invesco Actvely Mngd Etc Optimum Yield (PDBC)	0.1	$2.3M	+22%	133k	17.50	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$2.3M	+5%	34k	68.53	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$2.3M		90k	25.55	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.1	$2.3M	+10%	45k	50.51	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$2.3M	+16%	31k	72.75	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.3M	-10%	19k	120.87	View chart
Waste Management (WM)	0.1	$2.3M	+14%	9.8k	229.97	View chart
Walt Disney Company (DIS)	0.1	$2.2M	+8%	24k	94.32	View chart
Servicenow (NOW)	0.1	$2.2M		21k	104.97	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.2M		9.6k	230.77	View chart
Metropcs Communications (TMUS)	0.1	$2.2M	+9%	10k	213.95	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$2.2M	+5%	27k	79.35	View chart
Charles Schwab Corporation (SCHW)	0.1	$2.2M	+11%	23k	93.06	View chart
Marriott Intl Cl A (MAR)	0.1	$2.1M	+16%	6.7k	319.35	View chart
Newmont Mining Corporation (NEM)	0.1	$2.1M	+30%	21k	103.12	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.1	$2.1M		40k	54.09	View chart
Starbucks Corporation (SBUX)	0.1	$2.1M	+12%	25k	86.72	View chart
Marathon Petroleum Corp (MPC)	0.1	$2.1M	+6%	8.6k	245.17	View chart
Illinois Tool Works (ITW)	0.1	$2.1M		8.3k	256.19	View chart
S&p Global (SPGI)	0.1	$2.1M	-11%	5.0k	417.63	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.1	$2.1M	+11%	41k	50.34	View chart
Franklin Templeton Etf Tr High Yield Corp (FLHY)	0.1	$2.1M	-12%	87k	23.91	View chart
Intercontinental Exchange (ICE)	0.1	$2.1M	+2%	13k	156.94	View chart
Shell Spon Ads (SHEL)	0.1	$2.0M	+3%	22k	92.74	View chart
Ea Series Trust Ea Bridgeway Omn (BSVO)	0.1	$2.0M	-4%	81k	24.93	View chart
Astrazeneca Ord (AZN)	0.1	$2.0M	NEW	10k	193.90	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.1	$2.0M	-3%	60k	33.42	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$2.0M	+13%	4.5k	443.19	View chart
Wisdomtree Tr Us Sht Trm Corp (QSIG)	0.1	$2.0M	+2%	41k	48.38	View chart
Medtronic SHS (MDT)	0.1	$2.0M	+8%	23k	85.74	View chart
Spdr Series Trust State Street Spd (BIL)	0.1	$2.0M	+117%	22k	91.64	View chart
Williams Companies (WMB)	0.1	$2.0M	+2%	27k	72.47	View chart
Parker-Hannifin Corporation (PH)	0.1	$2.0M	+5%	2.3k	861.53	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.1	$1.9M	+530%	26k	72.78	View chart

Past Filings by Smartleaf Asset Management

SEC 13F filings are viewable for Smartleaf Asset Management going back to 2023

Smartleaf Asset Management 2026 Q1 filed May 15, 2026
Smartleaf Asset Management 2025 Q4 filed Feb. 13, 2026
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

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