Institutional Fund
Smartleaf Asset Management LLC
Boston, MACIK 20103935 filings on record
Portfolio Value
$2.77B
Q1 2026
Holdings
3,501
Reported positions
New Buys
196
Opened this quarter
QoQ Change
+4.9%
from $2.64B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust4.6%
- Dimensional ETF Trust3.3%
- Ishares Tr3.3%
- Apple Inc2.8%
- Nvidia Corporation2.2%
- Dimensional ETF Trust2.2%
- Other81.6%
Portfolio Holdings
3,501 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 1.87M | $128.53M | 4.6% | +328.1K | Added |
| 2 | Dimensional ETF Trust | 1.49M | $91.34M | 3.3% | +72.3K | Added |
| 3 | Ishares Tr | 142.2K | $90.30M | 3.3% | +16.4K | Added |
| 4 | Apple Inc | 318.3K | $78.49M | 2.8% | +30.6K | Added |
| 5 | Nvidia Corporation | 363.2K | $59.99M | 2.2% | +12.9K | Added |
| 6 | Dimensional ETF Trust | 1.59M | $59.99M | 2.2% | −11.5K | Reduced |
| 7 | Vanguard Intl Equity Index F | 1.08M | $56.47M | 2.0% | +165.3K | Added |
| 8 | Dimensional ETF Trust | 1.08M | $55.68M | 2.0% | +312.5K | Added |
| 9 | Ishares Tr | 551.1K | $54.58M | 2.0% | +111.5K | Added |
| 10 | Ishares Tr | 530.6K | $46.53M | 1.7% | +155.1K | Added |
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