Smartleaf Asset Management LLC Incresed Positions in Q2 2025

Smartleaf Asset Management LLC

  • $1.13 Trillion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
15K
+ 477.18%
$45.11 - $52.34 $674K - $782K
18.1K $942M
CMF
Ishares California Muni Bond E

ETFs
13.9K
+ 178.9%
$54.52 - $56.7 $756K - $787K
21.6K $1.2B
Dimensional ETF Trust
1.52K
+ 1.34%
N/A
115K $7.65B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
6.23K
+ 555.12%
$82.32 - $112.47 $513K - $701K
7.36K $823M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
668
+ 0.29%
$29.12 - $35.84 $19.5K - $23.9K
227K $8.11B
Capital Grp Fixed Incm ETF T
25.8K
+ 10.05%
N/A
282K $7.39B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
26.6K
+ 104.1%
$17.76 - $22.1 $472K - $587K
52.1K $1.15B
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.53K
+ 49.98%
$272.36 - $339.57 $418K - $521K
4.6K $1.55B
SPY
Spdr S&P 500 ETF Trust

ETFs
837
+ 51.89%
$496.48 - $617.85 $416K - $517K
2.45K $1.51B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
13K
+ 29.09%
$45.12 - $46.23 $587K - $601K
57.7K $2.66B
IQLT
Ishares Msci Intl Quality Fact

ETFs
11.2K
+ 38.05%
$35.9 - $43.76 $403K - $492K
40.8K $1.76B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
9.25K
+ 13.84%
$51.1 - $53.29 $473K - $493K
76.1K $4.04B
IYF
Ishares Tr

ETFs
3.61K
+ 32.7%
$99.23 - $120.99 $358K - $436K
14.6K $1.76B
IYC
Ishares U.S. Consumer Discreti

ETFs
3.45K
+ 22.22%
$79.19 - $99.64 $273K - $344K
19K $1.89B
VLO
Valero Energy Corp

Energy
3.51K
+ 22.57%
$104.69 - $141.77 $367K - $497K
19K $2.56B
EFA
Ishares Tr Msci Eafe ETF

ETFs
5.61K
+ 730.34%
$72.96 - $90.39 $409K - $507K
6.38K $570M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
19.9K
+ 173.57%
$19.1 - $23.83 $381K - $475K
31.4K $745M
COF
Capital One Financial Corp

Financial Services
1.14K
+ 16.85%
$150.57 - $212.76 $172K - $243K
7.91K $1.67B
HEQT
Simplify Exchange Traded Fds H
16.4K
+ 4094.25%
$27.22 - $30.05 $446K - $492K
16.8K $503M
Blackrock ETF Trust Ii
9.16K
+ 21800.0%
N/A
9.2K $485M
CGCP
Capital Group Core Plus Income

ETFs
20.8K
+ 9.2%
$21.92 - $22.56 $455K - $468K
246K $5.53B
CEG
Constellation Energy Corp

Utilities
161
+ 4.51%
$170.96 - $322.76 $27.5K - $52K
3.73K $1.19B
MGC
Vanguard Mega Cap ETF

ETFs
1.77K
+ 88.04%
$179.23 - $224.92 $317K - $397K
3.77K $846M
PSC
Principal ETF U.S. Small Cap M

ETFs
7.32K
+ 64.94%
$43.14 - $53.28 $316K - $390K
18.6K $987M
OEF
Ishares S&P 100 ETF

ETFs
1.31K
+ 117.5%
N/A
2.42K $735M
QQQ
Invesco Qqq Trust, Series 1

ETFs
515
+ 27.41%
$416.06 - $551.64 $214K - $284K
2.39K $1.31B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.52K
+ 41.38%
$85.42 - $94.39 $386K - $426K
15.4K $1.43B
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
5.41K
+ 171.45%
$68.13 - $74.77 $369K - $405K
8.57K $619M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
7.25K
+ 65.74%
$50.09 - $51.09 $363K - $370K
18.3K $933M
GLDM
World Gold Trust

ETFs
5.8K
+ 1090.6%
$58.96 - $67.97 $342K - $394K
6.33K $410M
SAP
Sap Se

Technology
462
+ 6.82%
$237.53 - $309.8 $110K - $143K
7.23K $2.18B
Blackrock ETF Trust Ii
7.49K
+ 1135.45%
N/A
8.15K $395M
UBER
Uber Technologies, Inc

Technology
994
+ 6.92%
$64.62 - $93.3 $64.2K - $92.7K
15.4K $1.41B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
1.7K
+ 3.68%
$72.32 - $86.4 $123K - $147K
48K $4.12B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.88K
+ 8.79%
$114.78 - $133.31 $216K - $250K
23.2K $3.08B
Principal Exchange Traded Fd
9.81K
+ 36.93%
N/A
36.4K $1.06B
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
7.4K
+ 3.52%
$42.51 - $43.7 $314K - $323K
218K $9.46B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.13K
+ 154.08%
$224.16 - $285.86 $254K - $324K
1.87K $533M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
775
+ 31.92%
$141.37 - $228.57 $110K - $177K
3.2K $732M
VLU
Spdr S&P 1500 Value Tilt ETF

ETFs
1.38K
+ 20.57%
$162.34 - $192.15 $224K - $265K
8.07K $1.54B
ADSK
Autodesk, Inc.

Technology
613
+ 19.95%
N/A
3.69K $1.12B
IWN
Ishares Russell2000 Val ETF

ETFs
1.97K
+ 132.82%
$131.84 - $157.76 $260K - $311K
3.46K $545M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
1.69K
+ 2.22%
$27.26 - $34.48 $46K - $58.1K
77.8K $2.67B
VXF
Vanguard Extended Market ETF

ETFs
1.64K
+ 866.14%
$150.43 - $192.71 $246K - $315K
1.83K $350M
ASML
Asml Holding Nv

Technology
75
+ 3.55%
$595.37 - $815.24 $44.7K - $61.1K
2.19K $1.74B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
8.34K
+ 55.89%
$26.69 - $33.44 $223K - $279K
23.3K $766M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.47K
+ 70.09%
$166.82 - $194.23 $246K - $286K
3.58K $692M
FDN
First Tr Fd Dow Jones

ETFs
900
+ 77.59%
$200.29 - $269.33 $180K - $242K
2.06K $551M
VEU
Vanguard Ftse All World Ex Us

ETFs
3.62K
+ 45.23%
$54.19 - $67.22 $196K - $243K
11.6K $779M
Activity Summary
Buys All Purchases 950 New Holdings 155 Increased Positions 795 Sells All Sells 1596 Reductions 1591 Sold out 5 Options Calls 0 Puts 0
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