Smartleaf Asset Management LLC

All 13F Filings

Location
Boston, MA
Most recent 13F
Q2 2026
Holdings value ($000)
3,076,267
Description
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Website
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Founded
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Chairman
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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
Q2 2026 8/12/2026 3,465 3,076,267 13F-HR Smartleaf Asset Management LLC
Q1 2026 5/15/2026 3,510 2,768,616 13F-HR Smartleaf Asset Management LLC
Q4 2025 2/13/2026 3,491 2,638,665 13F-HR Smartleaf Asset Management LLC
Q3 2025 11/5/2025 3,003 1,616,363 13F-HR Smartleaf Asset Management LLC
Q2 2025 8/14/2025 2,719 1,134,911 13F-HR Smartleaf Asset Management LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 1.363 M 44.3% 150.4 K 0 150.4 K
ETFs 1.681 M 54.6% 157.2 K 0 157.2 K
Debt 32.85 K 1.1% 35 0 35
Other 249 0.0% 5 0 5
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Fund Snapshot

Q2 2026
Latest filed
8/12/2026
Total value ($000)
3,076,267
Holdings
3465
QoQ value change ($000)
307,651 (11.1%)
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.