Smart Portfolios, LLC
All 13F Filings
- Location
- Lake Forest Park, WA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 100,288
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 99 | 100,288 | 13F-HR | Smart Portfolios, LLC |
| Q4 2025 | 1/30/2026 | 100 | 100,422 | 13F-HR | Smart Portfolios, LLC |
| Q3 2025 | 10/30/2025 | 101 | 103,676 | 13F-HR | Smart Portfolios, LLC |
| Q2 2025 | 7/28/2025 | 99 | 99,243 | 13F-HR | Smart Portfolios, LLC |
| Q1 2014 | 5/14/2014 | 25 | 76,189 | 13F-HR | Smart Portfolios, LLC |
| Q4 2013 | 2/18/2014 | 21 | 74,886 | 13F-HR | Smart Portfolios, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.49 K | 43.4% | 0 | 34.18 K | -34.18 K |
| ETFs | 56.04 K | 55.9% | 34.01 K | 0 | 34.01 K |
| Debt | 751 | 0.7% | 32 | 0 | 32 |
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Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
100,288
Holdings
99
QoQ value change ($000)
-134
(-0.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.