DOSSIER · 13F-HR · Q2 2026

Smartleaf Asset Management LLC

$3.1B in tracked AUM across 3,465 positions as of Q2 2026.

SA
CIK 0002010393 · last filed Jun 30, 2026
Total AUM
$3.1B
as of Q2 2026
Holdings
3,465
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Smartleaf Asset Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFUS
DIMENSIONAL ETF TRUST
$152M1.9M4.9%
02
IVV
ISHARES TR
$106M142K3.4%
03
DFAT
DIMENSIONAL ETF TRUST
$104M1.5M3.4%
04
AAPL
APPLE INC
$90M318K2.9%
05
NVDA
NVIDIA CORPORATION
$71M363K2.3%
06
DFAC
DIMENSIONAL ETF TRUST
$70M1.6M2.3%
07
VWO
VANGUARD INTL EQUITY INDEX F
$64M1.1M2.1%
08
DFIV
DIMENSIONAL ETF TRUST
$58M1.1M1.9%
09
AGG
ISHARES TR
$55M551K1.8%
10
IEFA
ISHARES TR
$51M531K1.7%

Filing history

2026Q2Jun 30
$3.1B 11.1%
3,465 positionsView →
2026Q1Mar 31
$2.8B 4.9%
3,510 positionsView →
2025Q4Dec 31
$2.6B 63.2%
3,491 positionsView →
2025Q3Sep 30
$1.6B 42.4%
3,003 positionsView →
2025Q2Jun 30
$1.1B 9.5%
2,719 positionsLocked
2025Q1Mar 31
$1.0B 5.7%
2,860 positionsLocked
2024Q4Dec 31
$981M 19.0%
2,917 positionsLocked
2024Q3Sep 30
$824M 35.0%
2,904 positionsLocked
2024Q2Jun 30
$610M 18.0%
2,741 positionsLocked
2024Q1Mar 31
$517M 38.3%
1,856 positionsLocked
2023Q4Dec 31
$374M
1,255 positionsLocked