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
$95.6B
$1.18 Billion 0.11% of portfolio
4,484
Q1 2025 Added 14.86%
$77.1B
$1.18 Billion 0.11% of portfolio
6,772
Q1 2025 Added 10.44%
$0
$1.18 Billion 0.11% of portfolio
19,554
Q3 2024 Reduced 12.21%
Dimensional ETF Trust
-
$1.17 Billion 0.11% of portfolio
-
Q1 2025 Added 6.88%
$0
$1.1 Billion 0.11% of portfolio
26,937
Q1 2024 Reduced 16.84%
$0
$1.1 Billion 0.11% of portfolio
23,895
Q1 2025 New
$0
$1.18 Billion 0.11% of portfolio
29,537
Q1 2025 Added 147,585.0%
$0
$1.17 Billion 0.11% of portfolio
6,153
Q1 2025 Reduced 20.71%
$63.4B
$1.15 Billion 0.11% of portfolio
14,482
Q1 2025 Added 5.77%
$88.9B
$1.18 Billion 0.11% of portfolio
2,552
Q1 2025 Added 20.78%
$179B
$1.19 Billion 0.11% of portfolio
17,102
Q1 2025 Reduced 3.86%
$101B
$1.11 Billion 0.11% of portfolio
10,045
Q1 2025 Added 0.74%
$842M
$1.12 Billion 0.11% of portfolio
39,166
Q1 2025 Added 33.42%
$0
$1.15 Billion 0.11% of portfolio
18,403
Q1 2025 Reduced 5.64%
$55B
$1.06 Billion 0.1% of portfolio
15,924
Q1 2025 Added 0.03%
$84.4B
$1 Billion 0.1% of portfolio
14,895
Q1 2025 Added 38.88%
$0
$1 Billion 0.1% of portfolio
21,030
Q1 2025 Added 0.45%
$76.8B
$1.03 Billion 0.1% of portfolio
4,138
Q1 2025 Added 5.64%
$82.6B
$1.04 Billion 0.1% of portfolio
1,298
Q1 2025 Added 0.31%
$238B
$988 Million 0.1% of portfolio
17,094
Q1 2025 Added 1.32%
$0
$1.06 Billion 0.1% of portfolio
8,242
Q1 2025 Reduced 11.31%
$0
$1.02 Billion 0.1% of portfolio
44,412
Q1 2025 Added 152.56%
$0
$1.01 Billion 0.1% of portfolio
10,912
Q1 2025 Added 3.4%
$121B
$1.07 Billion 0.1% of portfolio
1,590
Q1 2025 Added 16.57%
$21B
$1 Billion 0.1% of portfolio
11,033
Q1 2025 Reduced 5.89%
$81.1B
$1 Billion 0.1% of portfolio
6,957
Q1 2025 Added 6.93%
$87B
$1.07 Billion 0.1% of portfolio
4,505
Q1 2025 Reduced 9.54%
$36.5B
$1.06 Billion 0.1% of portfolio
10,741
Q1 2025 Reduced 15.95%
$0
$1.06 Billion 0.1% of portfolio
21,764
Q1 2025 Added 55.82%
$0
$1.02 Billion 0.1% of portfolio
17,022
Q1 2025 Added 0.22%
$77.1B
$1.02 Billion 0.1% of portfolio
2,333
Q1 2025 Added 8.61%
$171B
$1.04 Billion 0.1% of portfolio
14,356
Q1 2025 Added 53.05%
$71.8B
$1.01 Billion 0.1% of portfolio
16,992
Q1 2025 Reduced 15.13%
$41.3B
$964 Million 0.09% of portfolio
5,658
Q1 2025 Reduced 1.08%
$91B
$934 Million 0.09% of portfolio
2,163
Q1 2025 Added 1.5%
$39.1B
$940 Million 0.09% of portfolio
21,808
Q1 2025 Reduced 4.89%
$20.4B
$897 Million 0.09% of portfolio
12,096
Q1 2025 Reduced 2.66%
$105B
$931 Million 0.09% of portfolio
2,721
Q1 2025 Added 18.61%
$0
$881 Million 0.09% of portfolio
1,879
Q1 2025 Added 0.11%
$0
$936 Million 0.09% of portfolio
3,069
Q1 2025 Added 781.9%
$0
$969 Million 0.09% of portfolio
9,182
Q1 2025 Added 66.58%
$0
$903 Million 0.09% of portfolio
17,717
Q1 2025 Added 40.35%
$101B
$968 Million 0.09% of portfolio
1,449
Q1 2025 Added 4.32%
$167B
$939 Million 0.09% of portfolio
67,199
Q1 2025 Added 17.47%
$58.6B
$917 Million 0.09% of portfolio
3,978
Q1 2025 Added 0.3%
$86.2B
$949 Million 0.09% of portfolio
1,577
Q1 2025 Added 21.59%
$78.3B
$972 Million 0.09% of portfolio
4,075
Q1 2025 Reduced 15.98%
$0
$896 Million 0.09% of portfolio
1,613
Q1 2025 Reduced 6.22%
$50.4B
$973 Million 0.09% of portfolio
23,226
Q1 2025 Added 1.98%

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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