Smartleaf Asset Management LLC - Portfolio overview

Smartleaf Asset Management LLC has 3659 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFUS - DIMENSIONAL ETF TRUST, 4.64%
2. DFAT - DIMENSIONAL ETF TRUST, 3.30%
3. IVV - ISHARES TR, 3.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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