Smartleaf Asset Management LLC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
3,627
Total value ($000)
$3,492,892
Net value change ($000)
+416,625 (13.5%)
New positions
394
Sold out positions
234
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
VUG 30,175 659.1%
SCHX 20,453 1115.2%
MSFT 19,828 46.9%
IEFA 18,425 36.0%
AAPL 18,265 20.4%
NVDA 16,709 23.6%
AGG 15,799 28.9%
XOM 15,447 NEW
IWF 13,201 699.6%
BND 11,894 50.0%
Top Reduces (Value $000, Stocks/ETFs)
DFAC -15,128 -21.6%
DCOR -9,456 -100.0%
XOM -8,829 -100.0%
DFAT -7,693 -7.4%
XNTK -7,043 -73.9%
RDVY -6,728 -95.3%
AGGY -6,417 -58.5%
IEMG -5,190 -39.9%
MBB -5,059 -54.5%
FDEM -4,777 -82.8%
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.
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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