SmartHarvest Portfolios, LLC
All 13F Filings
- Location
- Seattle, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 309,293
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/4/2026 | 461 | 309,293 | 13F-HR | SmartHarvest Portfolios, LLC |
| Q1 2026 | 4/20/2026 | 387 | 239,707 | 13F-HR | SmartHarvest Portfolios, LLC |
| Q4 2025 | 2/12/2026 | 366 | 287,734 | 13F-HR | SmartHarvest Portfolios, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 275.2 K | 89.0% | 62.37 K | 0 | 62.37 K |
| ETFs | 33.85 K | 10.9% | 7.001 K | 0 | 7.001 K |
| Other | 263 | 0.1% | 236 | 0 | 236 |
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Fund Snapshot
Q2 2026
Latest filed
8/4/2026
Total value ($000)
309,293
Holdings
461
QoQ value change ($000)
69,586
(29.0%)
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.