Smart Portfolios, LLC
All 13F Filings
- Location
- Lake Forest Park, WA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 100,422
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 77.67 K | 77.3% | 1.631 K | 0 | 1.631 K |
| ETFs | 22.03 K | 21.9% | 0 | 4.915 K | -4.915 K |
| Debt | 719 | 0.7% | 25 | 0 | 25 |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
100,422
Holdings
100
QoQ value change ($000)
-3,254
(-3.1%)
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.