Smart Portfolios, LLC

CIK: 0001513227Latest portfolio: $100.4M · Q4 2025

Holdings

100

Total Value

$100.4M

New Positions

100

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
BONDPIMCO ETF TR
101,735$9.5M9.43%NEW
2
XTREBONDBLOXX ETF TRUST
71,346$3.5M3.54%NEW
3
XONEBONDBLOXX ETF TRUST
62,236$3.1M3.07%NEW
4
PKWINVESCO EXCHANGE TRADED FD T
22,750$3.1M3.04%NEW
5
AVGOBROADCOM INC
8,462$2.9M2.92%NEW
6
XLCSELECT SECTOR SPDR TR
23,960$2.8M2.81%NEW
7
AAPLAPPLE INC
10,240$2.8M2.77%NEW
8
PWRDTCW ETF TRUST
27,370$2.6M2.62%NEW
9
MSFTMICROSOFT CORP
5,141$2.5M2.48%NEW
10
INDAISHARES TR
39,927$2.2M2.15%NEW
11
COWZPACER FDS TR
29,880$1.8M1.79%NEW
12
NDQINVESCO QQQ TR
2,914$1.8M1.78%NEW
13
FDNIFIRST TR EXCHANGE TRADED FD
50,696$1.7M1.71%NEW
14
CALFPACER FDS TR
36,882$1.6M1.63%NEW
15
WINNHARBOR ETF TRUST
50,719$1.6M1.57%NEW
16
XITKSPDR SERIES TRUST
8,434$1.5M1.50%NEW
17
JPMJPMORGAN CHASE & CO.
4,650$1.5M1.49%NEW
18
SCHZSCHWAB STRATEGIC TR
64,000$1.5M1.49%NEW
19
DBMFLITMAN GREGORY FDS TR
50,709$1.4M1.42%NEW
20
ORCLORACLE CORP
7,260$1.4M1.41%NEW
21
VWOVANGUARD INTL EQUITY INDEX F
25,978$1.4M1.39%NEW
22
QDPLPACER FDS TR
31,890$1.4M1.35%NEW
23
VVISA INC
3,685$1.3M1.29%NEW
24
GQ9SPDR GOLD TR
3,140$1.2M1.24%NEW
25
ABFLABACUS FCF ETF TR
17,344$1.2M1.23%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial Services0.0% ($9.469355030823055e+184T)
Technology0.0% ($2.928278324861416e+30T)
Industrials0.0% ($1194783578453.3T)
Healthcare0.0% ($825615607458.4T)
Consumer Cyclical0.0% ($969706.7T)
Unknown0.0% ($17.9T)
Communication Services0.0% ($601.5B)
Energy0.0% ($503.4B)
Consumer Defensive0.0% ($488.4M)
Basic Materials0.0% ($417K)
Real Estate0.0% ($253K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 30, 2026$100.4M100
Q3 2025Oct 30, 2025$103.7B0
Q2 2025Jul 28, 2025$99.2B99
Q1 2025Apr 24, 2025$92.0B94
Q4 2024Feb 10, 2025$95.5B96

Fund Information

CIK0001513227
Most Recent FilingJan 30, 2026
Number of Filings5

Smart Portfolios, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $100.4M across 100 holdings. The largest position is PIMCO ETF TR (BOND), representing 9.4% of the portfolio. Compared to the previous quarter, the fund opened 100 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.