Smartleaf Asset Management LLC Portfolio Holdings

Smartleaf Asset Management LLC

  • $1.04 Trillion
  • Q1 2025

Smartleaf Asset Management LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.04 Trillion distributed in 2860 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $36.3B, Microsoft Corp with a value of $29.9B, Nvidia Corp with a value of $27.6B, Vanguard Mega Cap Value with a value of $26.2B, and Amazon Com Inc with a value of $17.8B.

Examining the 13F form we can see an increase of $55.5B in the current position value, from $981B to 1.04T.

Smartleaf Asset Management LLC is based out at Boston, MA

Below you can find more details about Smartleaf Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.04 Trillion
ETFs: $353 Billion
Technology: $167 Billion
Financial Services: $95.4 Billion
Healthcare: $72.2 Billion
Consumer Cyclical: $60.6 Billion
Industrials: $51.1 Billion
Communication Services: $49.8 Billion
Consumer Defensive: $36.2 Billion
Other: $66.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26T
$36.3 Billion 3.5% of portfolio
166,472
Q1 2025 Added 3.4%
$3.51T
$29.9 Billion 2.88% of portfolio
78,813
Q1 2025 Added 1.55%
$359B
$27.6 Billion 2.66% of portfolio
251,385
Q1 2025 Added 5.01%
$0
$26.2 Billion 2.53% of portfolio
205,727
Q1 2025 Reduced 0.95%
$2.22T
$17.8 Billion 1.72% of portfolio
92,443
Q1 2025 Added 4.0%
$1.5T
$13 Billion 1.26% of portfolio
22,604
Q1 2025 Added 4.45%
Capital Group Dividend Growe
-
$11.3 Billion 1.09% of portfolio
-
Q1 2025 Added 93.89%
Wisdomtree Tr
-
$10.8 Billion 1.05% of portfolio
-
Q1 2025 Added 22.4%
-
$10.7 Billion 1.04% of portfolio
-
Q1 2025 Added 112.1%
$0
$10.5 Billion 1.01% of portfolio
90,357
Q1 2025 Added 31.98%
$993B
$9.78 Billion 0.94% of portfolio
63,353
Q1 2025 Reduced 1.96%
$788B
$9.75 Billion 0.94% of portfolio
40,129
Q1 2025 Added 3.59%
Capital Group Core Balanced
-
$9.2 Billion 0.89% of portfolio
-
Q1 2025 Added 27.36%
$0
$9.11 Billion 0.88% of portfolio
210,331
Q1 2025 Reduced 0.3%
$0
$9 Billion 0.87% of portfolio
17,623
Q1 2025 Added 12.97%
$0
$8.97 Billion 0.87% of portfolio
113,377
Q1 2025 Added 12.61%
$606B
$8.5 Billion 0.82% of portfolio
24,778
Q1 2025 Added 4.09%
$767B
$7.74 Billion 0.75% of portfolio
9,410
Q1 2025 Added 5.78%
$1.1T
$7.44 Billion 0.72% of portfolio
47,648
Q1 2025 Reduced 0.59%
$0
$7.43 Billion 0.72% of portfolio
226,630
Q1 2025 Added 0.51%
$648B
$7.4 Billion 0.71% of portfolio
14,058
Q1 2025 Added 2.25%
$99.1B
$7.21 Billion 0.7% of portfolio
42,628
Q1 2025 Reduced 0.55%
$0
$7.19 Billion 0.69% of portfolio
12,881
Q1 2025 Added 0.94%
$0
$7.13 Billion 0.69% of portfolio
145,980
Q1 2025 Added 11.5%
Dimensional ETF Trust
-
$6.91 Billion 0.67% of portfolio
-
Q1 2025 Added 1.15%
Capital Grp Fixed Incm ETF T
-
$6.73 Billion 0.65% of portfolio
-
Q1 2025 Added 66.03%
$0
$6.71 Billion 0.65% of portfolio
67,990
Q1 2025 Added 57.01%
$0
$6.62 Billion 0.64% of portfolio
129,133
Q1 2025 Added 5.7%
$0
$6.29 Billion 0.61% of portfolio
67,177
Q1 2025 Added 804.62%
$409B
$6.07 Billion 0.59% of portfolio
37,066
Q1 2025 Added 10.41%
$446B
$5.82 Billion 0.56% of portfolio
6,259
Q1 2025 Added 6.45%
$1.03T
$5.78 Billion 0.56% of portfolio
21,929
Q1 2025 Reduced 12.13%
$0
$5.78 Billion 0.56% of portfolio
15,591
Q1 2025 Added 86.54%
$0
$5.58 Billion 0.54% of portfolio
76,130
Q1 2025 Added 129.38%
$0
$5.54 Billion 0.53% of portfolio
161,611
Q1 2025 Added 10.4%
$386B
$5.26 Billion 0.51% of portfolio
31,296
Q1 2025 Added 1.44%
$335B
$5.15 Billion 0.5% of portfolio
25,096
Q1 2025 Added 10.47%
$0
$5.06 Billion 0.49% of portfolio
225,644
Q1 2025 Added 82.46%
$562B
$4.97 Billion 0.48% of portfolio
9,198
Q1 2025 Added 0.94%
$0
$4.93 Billion 0.48% of portfolio
178,692
Q1 2025 Added 38.81%
$0
$4.84 Billion 0.47% of portfolio
145,388
Q1 2025 Added 12.19%
$536B
$4.73 Billion 0.46% of portfolio
5,066
Q1 2025 Added 9.65%
$264B
$4.64 Billion 0.45% of portfolio
54,521
Q1 2025 Added 5.11%
$0
$4.57 Billion 0.44% of portfolio
128,788
Q1 2025 Added 65.18%
$0
$4.52 Billion 0.44% of portfolio
56,455
Q1 2025 Added 23.33%
$284B
$4.43 Billion 0.43% of portfolio
8,592
Q1 2025 Added 12.11%
$0
$4.46 Billion 0.43% of portfolio
48,122
Q1 2025 Reduced 2.06%
$447B
$4.34 Billion 0.42% of portfolio
36,858
Q1 2025 Added 14.83%
$0
$4.28 Billion 0.41% of portfolio
75,513
Q1 2025 Added 1.2%

Summary

  • Portfolio
  • No. of Stocks 2,860
  • Current Value $1.04 Trillion
  • Prior Value $981 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 137 stocks
  • Additional Purchases 1,124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1,276 stocks
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