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Filers›Asset Manager›Smart Portfolios, LLC
DOSSIER · 13F-HR · Q1 2026

Smart Portfolios, LLC

Smart Portfolios's asset manager based in London, UK — $100M in tracked AUM across 99 positions as of Q1 2026.

SP
Smart Portfolios·London, UK·Asset Manager
CIK 0001513227 · last filed Mar 31, 2026
Total AUM
$100M
▲ 16.6%
vs prior
Holdings
99
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
Top sector
Tech
5% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Smart Portfolios, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
BOND
PIMCO ETF TR
$10M108K9.9%
02
XTRE
BONDBLOXX ETF TRUST
$4M74K3.7%
03
XONE
BONDBLOXX ETF TRUST
$3M66K3.3%
04
PKW
INVESCO EXCHANGE TRADED FD T
$3M23K3.0%
05
XLC
SELECT SECTOR SPDR TR
$3M25K2.7%
06
PWRD
TCW ETF TRUST
$3M28K2.7%
07
AVGO
BROADCOM INC
$3M8K2.6%
08
AAPL
APPLE INC
$3M10K2.6%
09
INDA
ISHARES TR
$2M43K2.0%
10
MSFT
MICROSOFT CORP
$2M5K2.0%

Filing history

Filing history loading…
AI Agent · grounded in Smart
haiku-4-5 · 99 positions indexed
Sector mix
  • Tech5%
  • Financials12%
  • Health Care22%
  • Communications6%
  • Industrials10%
  • Other45%
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