Smartleaf Asset Management Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$2.77B
Q ending 2026-03-31
Prior quarter
$2.64B
Q ending 2025-12-31
Change
+4.9% QoQ · +167.2% YoY
Positions
3,510
reported holdings

Largest positions

Top 100 of 3,510 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Dimensional Etf TrustDFUSShares$128.5M1.9M
Dimensional Etf TrustDFATShares$91.3M1.5M
Ishares TrIVVShares$90.3M142K
Apple IncAAPLShares$78.5M318K
Nvidia CorporationNVDAShares$60.0M363K
Dimensional Etf TrustDFACShares$60.0M1.6M
Vanguard Intl Equity Index FVWOShares$56.5M1.1M
Dimensional Etf TrustDFIVShares$55.7M1.1M
Ishares TrAGGShares$54.6M551K
Ishares TrIEFAShares$46.5M531K
Microsoft CorpMSFTShares$41.2M115K
Dimensional Etf TrustDFUVShares$40.3M847K
Dimensional Etf TrustDFAIShares$36.9M975K
Vanguard Index FdsVOOShares$34.7M60K
Vanguard World FdMGVShares$30.9M217K
Vanguard Scottsdale FdsVGITShares$28.9M487K
Amazon Com IncAMZNShares$28.8M143K
Alphabet IncGOOGLShares$24.7M90K
Vanguard Bd Index FdsBNDShares$23.7M323K
Vanguard Index FdsVUGShares$22.7M54K
Broadcom IncAVGOShares$20.1M68K
Dimensional Etf TrustDISVShares$19.6M513K
Alphabet IncGOOGShares$19.1M70K
Meta Platforms IncMETAShares$18.8M35K
Vanguard Intl Equity Index FVTShares$18.1M135K
Jpmorgan Chase & CoJPMShares$16.8M59K
Nano Labs LtdShares$16.7M5.7M
Berkshire Hathaway Inc DelBRK/BShares$16.5M35K
American Centy Etf TrAVUVShares$16.2M150K
Wisdomtree TrDGRWShares$15.5M180K
Vanguard Index FdsVTVShares$15.4M80K
Capital Group Core BalancedCGBLShares$14.4M427K
Ssga Active Etf TrRLYShares$14.4M400K
First Tr Exchng Traded Fd ViUCONShares$14.3M581K
Wisdomtree TrQGRWShares$14.2M277K
Capital Group Dividend GroweCGDGShares$14.0M398K
Ishares TrHDVShares$13.7M101K
Tesla IncTSLAShares$13.6M38K
Johnson & JohnsonJNJShares$13.6M56K
Vanguard Bd Index FdsBSVShares$12.9M165K
Vanguard Index FdsVTIShares$12.8M41K
Eli Lilly & CoLLYShares$12.4M14K
Capital Grp Fixed Incm Etf TCGMSShares$12.3M456K
Putnam Etf TrustPVALShares$12.1M265K
Dimensional Etf TrustDFASShares$11.7M169K
Capital Group Global EquityCGGEShares$11.6M394K
Exxon Mobil CorpXOMShares$11.1M65K
Wisdomtree TrAGGYShares$10.9M251K
Ishares IncIEMGShares$10.7M159K
Vanguard Scottsdale FdsVONGShares$10.2M96K
Vanguard Index FdsVBShares$10.0M40K
Ishares TrUSRTShares$10.0M172K
Costco Wholesale CorporationCOSTShares$10.0M10K
Walmart IncWMTShares$9.9M80K
Vanguard Tax-Managed FdsVEAShares$9.8M157K
Capital Group Growth EtfCGGRShares$9.5M246K
Ishares TrMBBShares$9.3M98K
Vanguard Mun Bd FdsVTEBShares$9.2M185K
Visa IncVShares$9.2M31K
Vanguard Scottsdale FdsVGSHShares$9.1M156K
Capital Grp Fixed Incm Etf TCGCBShares$9.1M346K
Schwab Strategic TrSCHGShares$8.9M318K
Vanguard Scottsdale FdsVMBSShares$8.6M184K
Capital Group Core Equity EtCGUSShares$8.6M230K
J P Morgan Exchange Traded FJEPQShares$8.6M160K
Dimensional Etf TrustDCORShares$8.1M116K
Abbvie IncABBVShares$7.8M37K
Capital Group Gbl Growth EqtCGGOShares$7.7M241K
Vanguard Charlotte FdsBNDXShares$7.7M161K
Chevron CorporationCVXShares$7.5M36K
Vanguard Index FdsVBRShares$7.3M35K
J P Morgan Exchange Traded FJEPIShares$7.3M131K
Ishares TrUSIGShares$6.9M135K
Netflix Inc.NFLXShares$6.7M72K
Lam Research CorpLRCXShares$6.5M33K
Mastercard IncorporatedMAShares$6.4M13K
Ishares TrIWFShares$6.4M15K
Spdr Series TrustSPYMShares$6.2M84K
Capital Grp Fixed Incm Etf TCGCPShares$6.2M278K
Spdr Series TrustXNTKShares$6.1M25K
Procter & Gamble CoPGShares$6.1M42K
Schwab Strategic TrSCHDShares$6.0M198K
Micron Technology IncMUShares$6.0M19K
Capital Group Dividend ValueCGDVShares$6.0M145K
First Tr Exchange Traded FdRDVYShares$5.8M88K
Applied Matls IncAMATShares$5.8M18K
ConocophillipsCOPShares$5.8M44K
Ishares TrMUBShares$5.8M54K
Spdr Series TrustSPYGShares$5.6M60K
Ishares TrGOVTShares$5.5M242K
Vanguard Index FdsVOShares$5.4M19K
Coca Cola CoKOShares$5.4M71K
Vanguard Whitehall FdsVYMIShares$5.3M58K
Vaneck Etf TrustHYDShares$5.3M106K
Home Depot IncHDShares$5.2M16K
Caterpillar IncCATShares$5.2M8K
Cisco Sys IncCSCOShares$5.1M67K
Dimensional Etf TrustDFAXShares$5.0M153K
Bank America CorpBACShares$5.0M107K
State Str Spdr S&P 500 Etf TSPYShares$5.0M8K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.