Smartleaf Asset Management LLC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
3,510
Total value ($000)
$2,768,616
Net value change ($000)
+129,951 (4.9%)
New positions
190
Sold out positions
172
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DFIV 17,035 44.1%
NA 16,685 NEW
DFUS 13,620 11.9%
IEFA 12,786 37.9%
AGG 10,566 24.0%
BND 9,589 67.9%
VGSH 8,313 1056.3%
VWO 7,396 15.1%
VOO 6,334 22.3%
DFAT 5,945 7.0%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -14,741 -26.3%
SPY -7,152 -58.8%
NVDA -5,697 -8.7%
SPYG -4,351 -43.6%
DFAC -3,791 -5.9%
AMZN -3,534 -10.9%
META -3,430 -15.4%
GOOGL -3,325 -11.9%
DGRW -3,205 -17.2%
TSLA -2,766 -16.9%
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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type