Smartleaf Asset Management LLC 13F Holdings
CIK 0002010393 · BOSTON, MA
As of Sep 30, 2025, Smartleaf Asset Management LLC reported 3,003 positions worth
CIK 0002010393 · BOSTON, MA
As of Sep 30, 2025, Smartleaf Asset Management LLC reported 3,003 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| NVIDIA CORP | NVDA | Technology | 309,976 | $56.4M | 4.84% |
| MICROSOFT CORP | MSFT | Technology | 97,637 | $50.2M | 4.31% |
| APPLE INC | AAPL | Technology | 192,688 | $49.0M | 4.21% |
| VANGUARD MEGA CAP VALUE INDEX FUND | MGV | — | 211,936 | $29.1M | 2.49% |
| AMAZON.COM INC | AMZN | Equity | 113,249 | $25.2M | 2.16% |
| ISHARES CORE S&P 500 ETF | IVV | — | 35,740 | $23.8M | 2.04% |
| META PLATFORMS INC | META | Communication Services | 27,181 | $20.2M | 1.73% |
| BROADCOM INC | AVGO | Technology | 56,996 | 8.7M | 1.60% |
| ALPHABET INC | GOOGL | Equity | 75,680 | 8.5M | 1.58% |
| VANGUARD 500 INDEX FUND | VOO | — | 30,058 | 8.3M | 1.57% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 111,339 | 5.3M | 1.31% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 48,398 | 5.3M | 1.31% |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | DGRW | — | 170,417 | 5.1M | 1.30% |
| WISDOMTREE US QUALITY GROWTH FUND | QGRW | — | 257,369 | 4.7M | 1.26% |
| ALPHABET INC | GOOG | Equity | 59,924 | 4.6M | 1.26% |
| TESLA INC | TSLA | Consumer Cyclical | 30,754 | 3.6M | 1.17% |
| CAPITAL GROUP CORE BALANCED ETF | CGBL | — | 381,150 | 3.3M | 1.14% |
| CAPITAL GROUP DIVIDEND GROWERS ETF | CGDG | — | 379,051 | 3.1M | 1.12% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 147,090 | 2.8M | 1.10% |
| CAPITAL GROUP US MULTI-SECTOR INCOME ETF | CGMS | — | 443,590 | 2.3M | 1.06% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 89,415 | 0.7M | 0.92% |
| SPDR S&P 500 ETF TRUST | SPY | — | 16,003 | 0.6M | 0.91% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 22,756 | 0.6M | 0.91% |
| WISDOMTREE YIELD ENHANCED US AGGREGATE BOND FUND | AGGY | — | 226,080 | 0.0M | 0.86% |
| VISA INC-CLASS A SHARES | V | Financial Services | 28,611 | $9.7M | 0.83% |