Data as of Q4 2025 (Dec 31, 2025)

Smartleaf Asset Management LLC

•CIK: 2010393•Filing: Q4 2025

**Smartleaf Asset Management LLC** manages $2.6B across a diversified portfolio of 3,478 positions. The firm maintains significant exposure to technology and growth sectors, highlighted by top holdings including DFUS at $114.9M and IVV at $86.8M. Further concentration is visible in DFAT ($85.4M), AAPL ($78.6M), and NVDA ($65.7M). This allocation suggests a tactical focus on established mega-cap technology leaders alongside broad market and international exposure.

Total AUM
$2.6B
QoQ Performance
+63.3%
Positions
2,784
Top 10 Concentration
33.1%
Latest Filing
Q4 2025

Top Holdings Allocation

DFUS4.4%
IVV3.3%
DFAT3.2%
AAPL3.0%
NVDA2.5%
DFAC2.4%
MSFT2.1%
VWO1.9%

📈 Biggest Buys

DFUS
DIMENSIONAL ETF TRUST
+2962.8%
4.4% of portfolio
DFAT
DIMENSIONAL ETF TRUST
+8960.0%
3.2% of portfolio
IVV
ISHARES TR
+252.0%
3.3% of portfolio
DFAC
DIMENSIONAL ETF TRUST
+602.8%
2.4% of portfolio
VWO
VANGUARD INTL EQUITY INDEX F
+621.1%
1.9% of portfolio

📉 Biggest Sells

IWF
ISHARES TR
-32.9%
0.3% of portfolio
CGCB
CAPITAL GRP FIXED INCM ETF T
-7.1%
0.3% of portfolio
NEAR
ISHARES U S ETF TR
-19.4%
0.1% of portfolio
FSMD
FIDELITY COVINGTON TRUST
-17.1%
0.1% of portfolio
VYMI
VANGUARD WHITEHALL FDS
-6.6%
0.2% of portfolio

Sector Breakdown

Other64.7%
Technology16.1%
ETF6.2%
Consumer3.9%
Financial3.9%
Healthcare2.5%
Energy0.7%
Communication0.6%

🚪 Exited Positionssold since Q3 2025

DXJ
WISDOMTREE TR
SOLD
$5.1M
IYW
ISHARES TR
SOLD
$5.0M
—
NANO LABS LTD
SOLD
$4.1M
FLQM
FRANKLIN TEMPLETON ETF TR
SOLD
$2.7M
TXN
TEXAS INSTRS INC
SOLD
$2.6M
+2802 more exited positions

Changes from Q3 2025

NEW5 new positions
↑177 increased
↓17 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DFUS4.4%
DIMENSIONAL ETF TRUST
$114.9M
IVV3.3%
ISHARES TR
$86.8M
DFAT3.2%
DIMENSIONAL ETF TRUST
$85.4M
AAPL3.0%
APPLE INC
$78.6M
NVDA2.5%
NVIDIA CORPORATION
$65.7M

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