Smartleaf Asset Management LLC

BOSTON, MA · CIK 2010393 · 13F filing filed 2026-08-12

SEC-registered investment adviser since 2015 · limited liability company

Assets managed$6.9bn
Staff18 · 4 in investment roles
Main clients (by assets)Other advisers 100%
Websitesmartleafam.com
Form ADV · 2026-03-18SEC adviser record

Others nearbyBoston, MA

$3.1bn reported value +11.1% vs Q1 2026

3,465positions

26.7%in top 10

0 new 0 added 15 reduced 45 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change
1	DIMENSIONAL ETF TRUST US EQUITY MARKET DFUS	DFUS	1,865,705	$151.6m4.93%	4.93%	Unchanged
2	ISHARES TR CORE S&P500 ETF IVV	IVV	142,225	$105.8m3.44%	3.44%	Unchanged
3	DIMENSIONAL ETF TRUST US TARGETED VLU DFAT	DFAT	1,491,922	$104.2m3.39%	3.39%	Unchanged
4	APPLE INC COM AAPL	AAPL	318,269	$89.7m2.91%	2.91%	Unchanged
5	NVIDIA CORPORATION COM NVDA	NVDA	363,229	$70.8m2.30%	2.30%	Unchanged
6	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	1,586,685	$70.0m2.28%	2.28%	Unchanged
7	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	1,077,278	$63.8m2.07%	2.07%	Unchanged
8	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	1,083,909	$58.5m1.90%	1.90%	Unchanged
9	ISHARES TR CORE US AGGBD ET AGG	AGG	551,062	$54.8m1.78%	1.78%	Unchanged
10	ISHARES TR CORE MSCI EAFE IEFA	IEFA	530,623	$51.1m1.66%	1.66%	Unchanged
11	DIMENSIONAL ETF TRUST US MKTWIDE VALUE DFUV	DFUV	847,220	$46.7m1.52%	1.52%	Unchanged
12	MICROSOFT CORP COM MSFT	MSFT	114,791	$42.3m1.38%	1.38%	Unchanged
13	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	59,787	$40.7m1.32%	1.32%	Unchanged
14	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	975,380	$40.1m1.30%	1.30%	Unchanged
15	VANGUARD WORLD FD MEGA CAP VAL ETF MGV	MGV	216,700	$35.5m1.15%	1.15%	Unchanged
16	AMAZON COM INC COM AMZN	AMZN	143,388	$34.4m1.12%	1.12%	Unchanged
17	ALPHABET INC CAP STK CL A GOOGL	GOOGL	90,237	$31.9m1.04%	1.04%	Unchanged
18	VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT	VGIT	486,707	$28.8m0.94%	0.94%	Unchanged
19	BROADCOM INC COM AVGO	AVGO	68,462	$25.5m0.83%	0.83%	Unchanged
20	ALPHABET INC CAP STK CL C GOOG	GOOG	69,816	$24.5m0.80%	0.80%	Unchanged
21	VANGUARD BD INDEX FDS TOTAL BND MRKT BND	BND	322,625	$23.8m0.77%	0.77%	Unchanged
22	MICRON TECHNOLOGY INC COM MU	MU	18,787	$21.5m0.70%	0.70%	Unchanged
23	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	134,512	$21.0m0.68%	0.68%	Unchanged
24	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	513,430	$20.7m0.67%	0.67%	Unchanged
25	META PLATFORMS INC CL A META	META	35,127	$19.8m0.64%	0.64%	Unchanged
26	JPMORGAN CHASE & CO COM JPM	JPM	59,052	$19.5m0.63%	0.63%	Unchanged
27	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	150,051	$18.7m0.61%	0.61%	Unchanged
28	WISDOMTREE TR US QUALITY GROW QGRW	QGRW	277,406	$18.1m0.59%	0.59%	Unchanged
29	VANGUARD INDEX FDS VALUE ETF VTV	VTV	79,955	$17.5m0.57%	0.57%	Unchanged
30	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	34,715	$17.2m0.56%	0.56%	Unchanged
31	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	180,457	$17.2m0.56%	0.56%	Unchanged
32	ELI LILLY & CO COM LLY	LLY	13,989	$17.2m0.56%	0.56%	Unchanged
33	CAPITAL GROUP CORE BALANCED SHS CGBL	CGBL	426,687	$16.2m0.53%	0.53%	Unchanged
34	TESLA INC COM TSLA	TSLA	38,242	$15.7m0.51%	0.51%	Unchanged
35	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	41,094	$15.1m0.49%	0.49%	Unchanged
36	CAPITAL GROUP DIVIDEND GROWE SHS ETF CGDG	CGDG	397,851	$15.1m0.49%	0.49%	Unchanged
37	FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI UCON	UCON	580,959	$14.5m0.47%	0.47%	Unchanged
38	JOHNSON & JOHNSON COM JNJ	JNJ	56,007	$14.5m0.47%	0.47%	Unchanged
39	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	168,970	$13.8m0.45%	0.45%	Unchanged
40	SSGA ACTIVE ETF TR MULT ASS RLRTN RLY	RLY	400,187	$13.8m0.45%	0.45%	Unchanged
41	CAPITAL GROUP GLOBAL EQUITY SHS CGGE	CGGE	394,290	$13.7m0.45%	0.45%	Unchanged
42	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	265,281	$13.6m0.44%	0.44%	Unchanged
43	LAM RESEARCH CORP COM NEW LRCX	LRCX	32,736	$13.5m0.44%	0.44%	Unchanged
44	ISHARES INC CORE MSCI EMKT IEMG	IEMG	159,239	$13.0m0.42%	0.42%	Unchanged
45	ADVANCED MICRO DEVICES INC COM AMD	AMD	24,103	$13.0m0.42%	0.42%	Unchanged
46	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	164,517	$12.8m0.42%	0.42%	Unchanged
47	APPLIED MATLS INC COM AMAT	AMAT	18,020	$12.5m0.41%	0.41%	Unchanged
48	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	455,538	$12.5m0.41%	0.41%	Unchanged
49	VANGUARD SCOTTSDALE FDS VNG RUS1000GRW VONG	VONG	96,303	$12.1m0.39%	0.39%	Unchanged
50	VANGUARD INDEX FDS SMALL CP ETF VB	VB	39,554	$11.9m0.39%	0.39%	Unchanged
51	ISHARES TR CRE U S REIT ETF USRT	USRT	171,701	$11.6m0.38%	0.38%	Unchanged
52	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	245,679	$11.5m0.37%	0.37%	Unchanged
53	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	157,483	$11.2m0.36%	0.36%	Unchanged
54	WISDOMTREE TR YIELD ENHANCD US AGGY	AGGY	251,297	$11.0m0.36%	0.36%	Unchanged
55	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	317,627	$10.6m0.35%	0.35%	Unchanged
56	VISA INC COM CL A V	V	30,636	$10.5m0.34%	0.34%	Unchanged
57	NANO LABS LTD SHS NEW NA	NA	5,655,934	$10.4m0.34%	0.34%	Unchanged
58	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	230,295	$10.2m0.33%	0.33%	Unchanged
59	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	240,674	$10.1m0.33%	0.33%	Unchanged
60	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	159,537	$9.7m0.31%	0.31%	Unchanged
61	SPDR SERIES TRUST NYSE TECH ETF XNTK	XNTK	25,072	$9.5m0.31%	0.31%	Unchanged
62	COSTCO WHSL CORP NEW COM COST	COST	10,031	$9.5m0.31%	0.31%	Unchanged
63	DIMENSIONAL ETF TRUST US CORE EQUITY 1 US CORE EQUITY 1		115,935	$9.5m0.31%	0.31%	Unchanged
64	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	184,559	$9.3m0.30%	0.30%	Unchanged
65	ABBVIE INC COM ABBV	ABBV	36,739	$9.3m0.30%	0.30%	Unchanged
66	ISHARES TR MBS ETF MBB	MBB	97,805	$9.3m0.30%	0.30%	Unchanged
67	WALMART INC COM WMT	WMT	80,089	$9.2m0.30%	0.30%	Unchanged
68	CAPITAL GRP FIXED INCM ETF T CORE BOND ETF CGCB	CGCB	345,851	$9.1m0.30%	0.30%	Unchanged
69	VANGUARD SCOTTSDALE FDS SHORT TERM TREAS VGSH	VGSH	155,582	$9.1m0.29%	0.29%	Unchanged
70	EXXON MOBIL CORP COM XOM	XOM	64,892	$8.8m0.29%	0.29%	Unchanged
71	VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF VMBS	VMBS	183,726	$8.6m0.28%	0.28%	Unchanged
72	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	34,539	$8.4m0.27%	0.27%	Unchanged
73	CATERPILLAR INC COM CAT	CAT	7,750	$8.0m0.26%	0.26%	Unchanged
74	CISCO SYS INC COM CSCO	CSCO	66,501	$7.8m0.25%	0.25%	Unchanged
75	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	161,077	$7.8m0.25%	0.25%	Unchanged
76	INTEL CORP COM INTC	INTC	59,307	$7.8m0.25%	0.25%	Unchanged
77	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	130,729	$7.4m0.24%	0.24%	Unchanged
78	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	83,527	$7.3m0.24%	0.24%	Unchanged
79	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	144,629	$7.1m0.23%	0.23%	Unchanged
80	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	87,714	$7.1m0.23%	0.23%	Unchanged
81	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	59,810	$7.0m0.23%	0.23%	Unchanged
82	ISHARES TR USD INV GRDE ETF USIG	USIG	135,350	$7.0m0.23%	0.23%	Unchanged
83	MASTERCARD INCORPORATED CL A MA	MA	13,050	$6.7m0.22%	0.22%	Unchanged
84	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	198,416	$6.3m0.21%	0.21%	Unchanged
85	GOLDMAN SACHS GROUP INC COM GS	GS	6,204	$6.3m0.21%	0.21%	Unchanged
86	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	277,792	$6.2m0.20%	0.20%	Unchanged
87	PROCTER AND GAMBLE CO COM PG	PG	41,839	$6.2m0.20%	0.20%	Unchanged
88	ISHARES TR S&P 500 GRWT ETF IVW	IVW	45,591	$6.2m0.20%	0.20%	Unchanged
89	BANK AMERICA CORP COM BAC	BAC	106,782	$6.2m0.20%	0.20%	Unchanged
90	CHEVRON CORP NEW COM CVX	CVX	35,557	$6.0m0.19%	0.19%	Unchanged
91	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	3,176	$6.0m0.19%	0.19%	Unchanged
92	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	7,941	$5.9m0.19%	0.19%	Unchanged
93	ISHARES TR NATIONAL MUN ETF MUB	MUB	54,337	$5.9m0.19%	0.19%	Unchanged
94	COCA COLA CO COM KO	KO	70,681	$5.8m0.19%	0.19%	Unchanged
95	FIDELITY COVINGTON TRUST EMERG MKTS MLTFT FDEM	FDEM	160,405	$5.8m0.19%	0.19%	Unchanged
96	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	57,898	$5.7m0.18%	0.18%	Unchanged
97	HOME DEPOT INC COM HD	HD	16,012	$5.6m0.18%	0.18%	Unchanged
98	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	153,090	$5.6m0.18%	0.18%	Unchanged
99	ISHARES TR US TREAS BD ETF GOVT	GOVT	241,957	$5.5m0.18%	0.18%	Unchanged
100	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	109,876	$5.5m0.18%	0.18%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		5,576	$2.5m5.6k shares
CARNIVAL CORP		27,979	$670.4k28.0k shares
DUPONT DE NEMOURS INC DWDP	DWDP	2,243	$297.5k2.2k shares
COTERRA ENERGY INC CTRA	CTRA	6,130	$220.1k6.1k shares
MASIMO CORP MASI	MASI	356	$63.1k356 shares
TRI POINTE HOMES INC TPH	TPH	1,316	$61.5k1.3k shares
AMICUS THERAPEUTICS INC FOLD	FOLD	4,025	$58.1k4.0k shares
THOMSON REUTERS CORP		587	$53.5k587 shares
HOLOGIC INC HOLX	HOLX	490	$37.0k490 shares
SEALED AIR CORP NEW		869	$36.5k869 shares
ARCELLX INC ACLX	ACLX	305	$35.0k305 shares
SEABRIDGE GOLD INC		1,000	$25.7k1.0k shares
HERITAGE COMM CORP HTBK	HTBK	2,062	$25.3k2.1k shares
CLEARWAY ENERGY INC		469	$18.2k469 shares
GREAT LAKES DREDGE & DOCK CO GLDD	GLDD	925	$15.7k925 shares
ASCENDIS PHARMA A/S		66	$14.4k66 shares
TERNS PHARMACEUTICALS INC		206	$10.9k206 shares
KALVISTA PHARMACEUTICALS INC KALV	KALV	575	$10.6k575 shares
ENVIRI CORP		559	$10.5k559 shares
PROASSURANCE CORP PRA	PRA	344	$8.5k344 shares
AIR LEASE CORP AL	AL	112	$7.3k112 shares
FIRST FNDTN INC FFWM	FFWM	1,159	$6.7k1.2k shares
FLUSHING FINL CORP		397	$6.0k397 shares
DIAMOND HILL INVT GROUP INC DHIL	DHIL	30	$5.2k30 shares
CLEARWATER ANALYTICS HLDGS I		219	$5.2k219 shares