Top Institutional Investors

Smartleaf Asset Management LLC — 13F Holdings & Portfolio

CIK 2010393 · latest 13F-HR filed 2026-05-15

Backtest portfolio

Smartleaf Asset Management LLC manages $2.77B in 13F-reported U.S. long-equity assets across 3,510 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DFUS (4.64%), DFAT (3.30%), IVV (3.26%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 192 new positions, exited 173, added to 1,080, and trimmed 1,697.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$2.77B

Long-equity book

Holdings

3,510

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+192 / −173 / ↑1080 / ↓1697

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$17.0M +44.1%
  • DIMENSIONAL ETF TRUST$13.6M +11.9%
  • ISHARES TR$12.8M +37.9%
  • ISHARES TR$10.6M +24.0%
  • VANGUARD BD INDEX FDS$9.6M +67.9%
Show all 1080 →

Top Trims

  • MICROSOFT CORP-$14.7M -26.3%
  • STATE STR SPDR S&P 500 ETF T-$7.2M -58.8%
  • NVIDIA CORPORATION-$5.7M -8.7%
  • SPDR SERIES TRUST-$4.4M -43.6%
  • DIMENSIONAL ETF TRUST-$3.8M -5.9%
Show all 1697 →

New Positions

  • NANO LABS LTD$16.7M
  • VANGUARD SCOTTSDALE FDS$4.4M
  • FIDELITY COVINGTON TRUST$2.5M
  • ASTRAZENECA PLC$2.0M
  • CARIS LIFE SCIENCES INC$1.6M
Show all 192 →

Exited Positions

  • ASTRAZENECA PLC$2.6M
  • FLEXSHARES TR$890.6K
  • PIPER SANDLER COMPANIES$298.4K
  • CYBERARK SOFTWARE LTD$260.9K
  • COMERICA INC$239.3K
Show all 173 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFUS 25434V401 $128.5M 4.64% 1,865,705 SH
2 DIMENSIONAL ETF TRUST DFAT 25434V609 $91.3M 3.30% 1,491,922 SH
3 ISHARES TR IVV 464287200 $90.3M 3.26% 142,225 SH
4 APPLE INC AAPL 037833100 $78.5M 2.84% 318,269 SH
5 NVIDIA CORPORATION NVDA 67066G104 $60.0M 2.17% 363,229 SH
6 DIMENSIONAL ETF TRUST DFAC 25434V708 $60.0M 2.17% 1,586,685 SH
7 VANGUARD INTL EQUITY INDEX F VWO 922042858 $56.5M 2.04% 1,077,278 SH
8 DIMENSIONAL ETF TRUST DFIV 25434V807 $55.7M 2.01% 1,083,909 SH
9 ISHARES TR AGG 464287226 $54.6M 1.97% 551,062 SH
10 ISHARES TR IEFA 46432F842 $46.5M 1.68% 530,623 SH
11 MICROSOFT CORP MSFT 594918104 $41.2M 1.49% 114,791 SH
12 DIMENSIONAL ETF TRUST DFUV 25434V724 $40.3M 1.45% 847,220 SH
13 DIMENSIONAL ETF TRUST DFAI 25434V203 $36.9M 1.33% 975,380 SH
14 VANGUARD INDEX FDS VOO 922908363 $34.7M 1.25% 59,787 SH
15 VANGUARD WORLD FD MGV 921910840 $30.9M 1.12% 216,700 SH
16 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $28.9M 1.04% 486,707 SH
17 AMAZON COM INC AMZN 023135106 $28.8M 1.04% 143,388 SH
18 ALPHABET INC GOOGL 02079K305 $24.7M 0.89% 90,237 SH
19 VANGUARD BD INDEX FDS BND 921937835 $23.7M 0.86% 322,625 SH
20 VANGUARD INDEX FDS VUG 922908736 $22.7M 0.82% 53,956 SH
21 BROADCOM INC AVGO 11135F101 $20.1M 0.73% 68,462 SH
22 DIMENSIONAL ETF TRUST DISV 25434V781 $19.6M 0.71% 513,430 SH
23 ALPHABET INC GOOG 02079K107 $19.1M 0.69% 69,816 SH
24 META PLATFORMS INC META 30303M102 $18.8M 0.68% 35,127 SH
25 VANGUARD INTL EQUITY INDEX F VT 922042742 $18.1M 0.65% 134,512 SH
26 JPMORGAN CHASE & CO JPM 46625H100 $16.8M 0.61% 59,052 SH
27 NANO LABS LTD NA G6391Y128 $16.7M 0.60% 5,655,934 SH
28 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $16.5M 0.60% 34,715 SH
29 AMERICAN CENTY ETF TR AVUV 025072877 $16.2M 0.59% 150,051 SH
30 WISDOMTREE TR DGRW 97717X669 $15.5M 0.56% 180,457 SH
31 VANGUARD INDEX FDS VTV 922908744 $15.4M 0.56% 79,955 SH
32 CAPITAL GROUP CORE BALANCED CGBL 14021D107 $14.4M 0.52% 426,687 SH
33 SSGA ACTIVE ETF TR RLY 78467V103 $14.4M 0.52% 400,187 SH
34 FIRST TR EXCHNG TRADED FD VI UCON 33740F888 $14.3M 0.52% 580,959 SH
35 WISDOMTREE TR QGRW 97717Y477 $14.2M 0.51% 277,406 SH
36 CAPITAL GROUP DIVIDEND GROWE CGDG 14021L109 $14.0M 0.51% 397,851 SH
37 ISHARES TR HDV 46429B663 $13.7M 0.50% 101,266 SH
38 TESLA INC TSLA 88160R101 $13.6M 0.49% 38,242 SH
39 JOHNSON & JOHNSON JNJ 478160104 $13.6M 0.49% 56,007 SH
40 VANGUARD BD INDEX FDS BSV 921937827 $12.9M 0.47% 164,517 SH
41 VANGUARD INDEX FDS VTI 922908769 $12.8M 0.46% 41,094 SH
42 ELI LILLY & CO LLY 532457108 $12.4M 0.45% 13,989 SH
43 CAPITAL GRP FIXED INCM ETF T CGMS 14020Y300 $12.3M 0.44% 455,538 SH
44 PUTNAM ETF TRUST PVAL 746729300 $12.1M 0.44% 265,281 SH
45 DIMENSIONAL ETF TRUST DFAS 25434V500 $11.7M 0.42% 168,970 SH
46 CAPITAL GROUP GLOBAL EQUITY CGGE 14020R107 $11.6M 0.42% 394,290 SH
47 EXXON MOBIL CORP XOM 30231G102 $11.1M 0.40% 64,892 SH
48 WISDOMTREE TR AGGY 97717X511 $10.9M 0.39% 251,297 SH
49 ISHARES INC IEMG 46434G103 $10.7M 0.39% 159,239 SH
50 VANGUARD SCOTTSDALE FDS VONG 92206C680 $10.2M 0.37% 96,303 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $2.77B 3,510 0002010393-26-000003
2025-12-31 2026-02-13 $2.64B 3,491 0002010393-26-000001
2025-09-30 2025-11-05 $1.62B 3,003 0002010393-25-000007