Smartleaf Asset Management LLC

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
3,491
Total value ($000)
$2,638,665
Net value change ($000)
+1,022,302 (63.2%)
New positions
570
Sold out positions
84
Turnover %
2.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/5/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFUS 111,281 3068.1%
DFAT 84,478 9262.9%
IVV 62,974 264.3%
DFAC 55,031 628.7%
VWO 42,253 619.4%
DFIV 37,799 4468.0%
DFUV 36,995 2040.5%
AGG 35,716 430.6%
DFAI 34,185 41186.7%
AAPL 29,528 60.2%
Top Reduces (Value $000, Stocks/ETFs)
DXJ -4,202 -83.2%
NA -4,060 -100.0%
IYW -3,743 -75.5%
IWF -3,331 -31.4%
IYC -2,060 -99.7%
BSCU -1,920 -100.0%
IBTK -1,731 -100.0%
IQLT -1,728 -97.2%
HYGV -1,681 -95.6%
QUS -1,654 -99.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type