1y return+17.2%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2023: $141 against $157 in the S&P 500.2
Smartleaf Asset Management LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| DFUSDimensional Etf Trust | $151.6M | 4.9% | |
| IVVIshares Tr | $105.8M | 3.4% | |
| Dimensional Etf TrustCUSIP 25434V609 | $104.2M | 3.4% | |
| AAPLApple Inc | $89.7M | 2.9% | |
| NVDANvidia Corporation | $70.8M | 2.3% | |
| Dimensional Etf TrustCUSIP 25434V708 | $70.0M | 2.3% | |
| VWOVanguard Intl Equity Index F | $63.8M | 2.1% | |
| DFIVDimensional Etf Trust | $58.5M | 1.9% | |
| AGGIshares Tr | $54.8M | 1.8% | |
| IEFAIshares Tr | $51.1M | 1.7% | |
| DFUVDimensional Etf Trust | $46.7M | 1.5% | |
| MSFTMicrosoft Corp | $42.3M | 1.4% | |
| VOOVanguard Index Fds | $40.7M | 1.3% | |
| DFAIDimensional Etf Trust | $40.1M | 1.3% | |
| MGVVanguard World Fd | $35.5M | 1.2% | |
| AMZNAmazon Com Inc | $34.4M | 1.1% | |
| GOOGLAlphabet Inc | $31.9M | 1.0% | |
| VGITVanguard Scottsdale Fds | $28.8M | 0.9% | |
| AVGOBroadcom Inc | $25.5M | 0.8% | |
| GOOGAlphabet Inc | $24.5M | 0.8% | |
| BNDVanguard Bd Index Fds | $23.8M | 0.8% | |
| MUMicron Technology Inc | $21.5M | 0.7% | |
| VTVanguard Intl Equity Index F | $21.0M | 0.7% | |
| DISVDimensional Etf Trust | $20.7M | 0.7% | |
| METAMeta Platforms Inc | $19.8M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2023 | +304.0% | $70.8M |
| AVGOBroadcom Inc | December 31, 2023 | +238.4% | $25.5M |
| GOOGLAlphabet Inc | December 31, 2023 | +155.8% | $31.9M |
| GOOGAlphabet Inc | December 31, 2023 | +150.7% | $24.5M |
| LLYEli Lilly & Co | December 31, 2023 | +105.8% | $17.2M |
| JPMJpmorgan Chase & Co | December 31, 2023 | +92.4% | $19.5M |
| TSLATesla Inc | December 31, 2023 | +69.3% | $15.7M |
| JNJJohnson & Johnson | December 31, 2023 | +62.0% | $14.5M |
| QGRWWisdomtree Tr | March 31, 2024 | +60.7% | $18.1M |
| METAMeta Platforms Inc | December 31, 2023 | +59.1% | $19.8M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $2.5M
- Carnival CorpCUSIP 143658300 was $670K
- Dupont De Nemours IncCUSIP 26614N102 was $298K
- CTRACoterra Energy Inc was $220K
- Masimo CorpCUSIP 574795100 was $63K
- Tri Pointe Homes IncCUSIP 87265H109 was $61K
- Amicus TherapeuticCUSIP 03152W109 was $58K
- Thomson Reuters CorpCUSIP 884903808 was $53K
- Hologic IncCUSIP 436440101 was $37K
- Sealed Air Corp NewCUSIP 81211K100 was $36K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | −1.7% | −4.6% |
| December 31, 2025 | +1.8% | +2.4% |
| September 30, 2025 | +6.4% | +7.8% |
| June 30, 2025 | +8.3% | +10.5% |
| March 31, 2025 | −3.1% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +1.3% | +4.0% |
| March 31, 2024 | +6.7% | +10.0% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Smartleaf Asset Management LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2010393&type=13F-HR&dateb=&owner=include&count=40CIK 2010393
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2010393/000201039326000004/Filed August 12, 2026 · accession 0002010393-26-000004