Smart Portfolios, LLC
•CIK: 1513227•Filing: Q4 2025
**Smart Portfolios, LLC** manages $100M across a diversified portfolio of 100 positions. The strategy exhibits notable allocations to fixed income, with BOND representing the largest holding at $9.5M. Key technology and sector exposures include XTRE ($3.6M), XONE ($3.1M), and AVGO ($2.9M). The fund maintains significant exposure to mega-cap tech names such as AAPL ($2.8M) and MSFT ($2.5M).
Total AUM
$100.4M
QoQ Performance
-3.1%
Positions
74
Top 10 Concentration
34.8%
Latest Filing
Q4 2025
Top Holdings Allocation
BOND
BOND9.4%
XTRE3.5%
XONE3.1%
PKW3.0%
AVGO2.9%
XLC2.8%
AAPL2.8%
PWRD2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.5%
Technology12.7%
Financial4.0%
Industrial3.6%
Consumer3.2%
Healthcare2.7%
Communication1.1%
ETF1.0%
🚪 Exited Positionssold since Q3 2025
+3 more exited positions
Changes from Q3 2025
NEW7 new positions
↑18 increased
↓59 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023