Smartleaf Asset Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Smartleaf Asset Management Llc disclosed 3333 stock positions valued at approximately $3.08B as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, ISHARES TR, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 3333
- Portfolio Value
- $3.08B
Holdings by Sector
Smartleaf Asset Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFUS | Other | 4.93% | 1,865,705 | - | - | $151,644,509 |
| ISHARES TR | IVV | Other | 3.44% | 142,225 | - | - | $105,842,935 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 3.39% | 1,491,922 | - | - | $104,225,710 |
| APPLE INC | AAPL | Technology | 2.91% | 318,269 | - | - | $89,669,361 |
| NVIDIA CORPORATION | NVDA | Technology | 2.30% | 363,229 | - | - | $70,818,832 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 2.28% | 1,586,685 | - | - | $70,004,548 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 2.07% | 1,077,278 | - | - | $63,753,343 |
| DIMENSIONAL ETF TRUST | DFIV | Other | 1.90% | 1,083,909 | - | - | $58,487,766 |
| ISHARES TR | AGG | Other | 1.78% | 551,062 | - | - | $54,759,054 |
| ISHARES TR | IEFA | Other | 1.66% | 530,623 | - | - | $51,109,671 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 1.52% | 847,220 | - | - | $46,707,241 |
| MICROSOFT CORP | MSFT | Technology | 1.38% | 114,791 | - | - | $42,308,715 |
| VANGUARD INDEX FDS | VOO | Other | 1.32% | 59,787 | - | - | $40,715,962 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 1.30% | 975,380 | - | - | $40,127,161 |
| VANGUARD WORLD FD | MGV | Other | 1.15% | 216,700 | - | - | $35,482,566 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.12% | 143,388 | - | - | $34,433,344 |
| ALPHABET INC | GOOGL | Communication Services | 1.04% | 90,237 | - | - | $31,912,351 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.94% | 486,707 | - | - | $28,798,465 |
| BROADCOM INC | AVGO | Technology | 0.83% | 68,462 | - | - | $25,498,697 |
| ALPHABET INC | GOOG | Communication Services | 0.80% | 69,816 | - | - | $24,525,042 |
| VANGUARD BD INDEX FDS | BND | Other | 0.77% | 322,625 | - | - | $23,780,713 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.70% | 18,787 | - | - | $21,516,658 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.68% | 134,512 | - | - | $20,961,150 |
| DIMENSIONAL ETF TRUST | DISV | Other | 0.67% | 513,430 | - | - | $20,691,262 |
| META PLATFORMS INC | META | Communication Services | 0.64% | 35,127 | - | - | $19,762,890 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.63% | 59,052 | - | - | $19,451,211 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.61% | 150,051 | - | - | $18,703,913 |
| WISDOMTREE TR | QGRW | Other | 0.59% | 277,406 | - | - | $18,084,105 |
| VANGUARD INDEX FDS | VTV | Other | 0.57% | 79,955 | - | - | $17,480,654 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.56% | 34,715 | - | - | $17,219,002 |
Showing 30 of 3,333 holdings in the latest reporting period.