DOSSIER · 13F-HR · Q1 2026

Smartleaf Asset Management LLC

$2.8B in tracked AUM across 3,510 positions as of Q1 2026.

SA
CIK 0002010393 · last filed Mar 31, 2026
Total AUM
$2.8B
as of Q1 2026
Holdings
3,510
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Smartleaf Asset Management 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
DFUS
DIMENSIONAL ETF TRUST
$129M1.9M4.6%
02
DFAT
DIMENSIONAL ETF TRUST
$91M1.5M3.3%
03
IVV
ISHARES TR
$90M142K3.3%
04
AAPL
APPLE INC
$78M318K2.8%
05
NVDA
NVIDIA CORPORATION
$60M363K2.2%
06
DFAC
DIMENSIONAL ETF TRUST
$60M1.6M2.2%
07
VWO
VANGUARD INTL EQUITY INDEX F
$56M1.1M2.0%
08
DFIV
DIMENSIONAL ETF TRUST
$56M1.1M2.0%
09
AGG
ISHARES TR
$55M551K2.0%
10
IEFA
ISHARES TR
$47M531K1.7%

Filing history

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