Smartleaf Asset Management LLC holds a diversified book of 3456 stocks worth $3.1B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened SS SPDR S&P Soft & Serv ETF. Their largest long position is Dimensional US Eq MKT ETF at 5% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
39% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Smartleaf Asset Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $571.7B |
| JPMORGAN CHASE & CO | 79 / 80 | $535.1B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $171.6B |
| ROYAL BANK OF CANADA | 79 / 80 | $159.9B |
| UBS Group AG | 79 / 80 | $149.5B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $118.0B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $113.4B |
| LPL Financial LLC | 79 / 80 | $102.9B |
Ranked by how many of Smartleaf Asset Management LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US EQUI MARK ETF | $151.6M | 1.87M | 4.9% | —Held | |
| 2 | Ishares TR CORE S&P500 ETF | $105.8M | 142.2K | 3.4% | —Held | |
| 3 | Dimensional ETF Trust US TARGETED VLU | $104.2M | 1.49M | 3.4% | —Held | |
| 4 | Apple Inc COM | $89.7M | 318.3K | 2.9% | —Held | |
| 5 | Nvidia Corporation COM | $70.8M | 363.2K | 2.3% | —Held | |
| 6 | Dimensional ETF Trust US COR EQU 2 ETF | $70.0M | 1.59M | 2.3% | —Held | |
| 7 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $63.8M | 1.08M | 2.1% | —Held | |
| 8 | Dimensional ETF Trust INTERNATNAL VAL | $58.5M | 1.08M | 1.9% | —Held | |
| 9 | Ishares TR CORE US AGGBD ET | $54.8M | 551.1K | 1.8% | —Held | |
| 10 | Ishares TR CORE MSCI EAFE | $51.1M | 530.6K | 1.7% | —Held | |
| 11 | Dimensional ETF Trust US MKTWIDE VALUE | $46.7M | 847.2K | 1.5% | —Held | |
| 12 | Microsoft Corp COM | $42.3M | 114.8K | 1.4% | —Held | |
| 13 | Vanguard Index FDS S&P 500 ETF SHS | $40.7M | 59.8K | 1.3% | —Held | |
| 14 | Dimensional ETF Trust INTL CORE EQT MK | $40.1M | 975.4K | 1.3% | —Held | |
| 15 | Vanguard World FD MEGA CAP VAL ETF | $35.5M | 216.7K | 1.2% | —Held | |
| 16 | Amazon Com Inc COM | $34.4M | 143.4K | 1.1% | —Held | |
| 17 | Alphabet Inc CAP STK CL A | $31.9M | 90.2K | 1.0% | —Held | |
| 18 | Vanguard Scottsdale FDS INTER TERM TREAS | $28.8M | 486.7K | 0.9% | —Held | |
| 19 | Broadcom Inc COM | $25.5M | 68.5K | 0.8% | —Held | |
| 20 | Alphabet Inc CAP STK CL C | $24.5M | 69.8K | 0.8% | —Held | |
| 21 | Vanguard BD Index FDS TOTAL BND MRKT | $23.8M | 322.6K | 0.8% | —Held | |
| 22 | Micron Technology Inc COM | $21.5M | 18.8K | 0.7% | —Held | |
| 23 | Vanguard Intl Equity Index F TT WRLD ST ETF | $21.0M | 134.5K | 0.7% | —Held | |
| 24 | Dimensional ETF Trust INTL SMALL CAP V | $20.7M | 513.4K | 0.7% | —Held | |
| 25 | Meta Platforms Inc CL A | $19.8M | 35.1K | 0.6% | —Held | |
| 26 | JPMorgan Chase & Co COM | $19.5M | 59.1K | 0.6% | —Held | |
| 27 | American Centy ETF TR US SML CP VALU | $18.7M | 150.1K | 0.6% | —Held | |
| 28 | Wisdomtree TR US QUALITY GROW | $18.1M | 277.4K | 0.6% | —Held | |
| 29 | Vanguard Index FDS VALUE ETF | $17.5M | 80.0K | 0.6% | —Held | |
| 30 | Berkshire Hathaway Inc Del CL B NEW | $17.2M | 34.7K | 0.6% | —Held | |
| 31 | Wisdomtree TR US QTLY DIV GRT | $17.2M | 180.5K | 0.6% | —Held | |
| 32 | Eli Lilly & Co COM | $17.2M | 14.0K | 0.6% | —Held | |
| 33 | Capital Group Core Balanced SHS | $16.2M | 426.7K | 0.5% | —Held | |
| 34 | Tesla Inc COM | $15.7M | 38.2K | 0.5% | —Held | |
| 35 | Vanguard Index FDS TOTAL STK MKT | $15.1M | 41.1K | 0.5% | —Held | |
| 36 | Capital Group Dividend Growe SHS ETF | $15.1M | 397.9K | 0.5% | —Held | |
| 37 | First TR Exchng Traded FD VI SMIT UNCO BD ETF | $14.5M | 581.0K | 0.5% | —Held | |
| 38 | Johnson & Johnson COM | $14.5M | 56.0K | 0.5% | —Held | |
| 39 | Dimensional ETF Trust US SMALL CAP ETF | $13.8M | 169.0K | 0.4% | —Held | |
| 40 | Ssga Active ETF TR ST STR REAL ETF | $13.8M | 400.2K | 0.4% | —Held | |
| 41 | Capital Group Global Equity SHS | $13.7M | 394.3K | 0.4% | —Held | |
| 42 | Putnam ETF Trust FOCUSED LAR CAP | $13.6M | 265.3K | 0.4% | —Held | |
| 43 | Lam Research Corp COM NEW | $13.5M | 32.7K | 0.4% | —Held | |
| 44 | Ishares Inc CORE MSCI EMKT | $13.0M | 159.2K | 0.4% | —Held | |
| 45 | Advanced Micro Devices Inc COM | $13.0M | 24.1K | 0.4% | —Held | |
| 46 | Vanguard BD Index FDS SHORT TRM BOND | $12.8M | 164.5K | 0.4% | —Held | |
| 47 | Applied Matls Inc COM | $12.5M | 18.0K | 0.4% | —Held | |
| 48 | Capital Grp Fixed Incm ETF T US MULTI-SECTOR | $12.5M | 455.5K | 0.4% | —Held | |
| 49 | Vanguard Scottsdale FDS VNG RUS1000GRW | $12.1M | 96.3K | 0.4% | —Held | |
| 50 | Vanguard Index FDS SMALL CP ETF | $11.9M | 39.6K | 0.4% | —Held |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2010393/holdings"
Use Arkolith to show Smartleaf Asset Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 12, 2026 | 3,465 | $3.1B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 3,510 | $2.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 3,491 | $2.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 5, 2025 | 3,003 | $1.6B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 2,719 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 2,860 | $1.0B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 5, 2025 | 2,917 | $980.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 2,904 | $823.9M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Oct 8, 2024 | 2,741 | $610.2M | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | Oct 7, 2024 | 1,856 | $517.0M | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | Feb 12, 2024 | 1,255 | $373.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.