SmartHarvest Portfolios, LLC
All 13F Filings
- Location
- Seattle, WA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 258,027
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/26/2026 | 370 | 258,027 | 13F-HR | SmartHarvest Portfolios, LLC |
| 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 | 229.5 K | 89.0% | 0 | 45.66 K | -45.66 K |
| ETFs | 28.49 K | 11.0% | 0 | 5.351 K | -5.351 K |
| Other | 0 | 0.0% | 0 | 263 | -263 |
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Fund Snapshot
Q3 2026
Latest filed
10/26/2026
Total value ($000)
258,027
Holdings
370
QoQ value change ($000)
-51,266
(-16.6%)
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.