account_balance

Investment manager · 13F filer · SEC CIK 1513227

Smart Portfolios, LLC

Reported value$100Mas of Mar 31, 2026
Positions99
Top 10 weight34.6%BOND alone is 10%
FiledMay 131 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BOND Pimco ETF Tr 9.9%
XTRE Bondbloxx ETF Trust 3.7%
XONE Bondbloxx ETF Trust 3.3%
PKW Invesco Exchange Traded Fd T 3.0%
XLC Select Sector SPDR Tr 2.7%
PWRD TCW ETF Trust 2.7%
AVGO Broadcom Inc. 2.6% AAPL Apple Inc. 2.6%
INDA iShares Tr 2.0%
MSFT Microsoft Corp 2.0%
COWZ Pacer FDS Tr 1.9%
WINN Harbor ETF Trust 1.8%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist