Smart Portfolios, LLC

Est. AUM

$100.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PIMCO ETF TR	ACTIVE BD ETF	$10.0M	108036	9.94%	SOLE
2	BONDBLOXX ETF TRUST	BLOOMBERG THREE	$3.7M	74315	3.67%	SOLE
3	BONDBLOXX ETF TRUST	BLOOMBERG ONE YR	$3.3M	65970	3.26%	SOLE
4	INVESCO EXCHANGE TRADED FD T	BUYBACK ACHIEV	$3.1M	23290	3.05%	SOLE
5	SELECT SECTOR SPDR TR	STATE STREET COM	$2.8M	24837	2.75%	SOLE
6	TCW ETF TRUST	TRANSFORM SYSTEM	$2.7M	27966	2.73%	SOLE
7	BROADCOM INC	COM	$2.6M	8432	2.60%	SOLE
8	APPLE INC	COM	$2.6M	10190	2.58%	SOLE
9	ISHARES TR	MSCI INDIA ETF	$2.0M	43406	2.03%	SOLE
10	MICROSOFT CORP	COM	$2.0M	5316	1.96%	SOLE
11	PACER FDS TR	US CASH COWS 100	$1.9M	30352	1.89%	SOLE
12	HARBOR ETF TRUST	LONG TERM GROWER	$1.8M	64632	1.79%	SOLE
13	INVESCO QQQ TR	UNIT SER 1	$1.8M	3074	1.77%	SOLE
14	PACER FDS TR	US SMALL CAP CAS	$1.7M	37671	1.69%	SOLE
15	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$1.6M	53108	1.60%	SOLE
16	SCHWAB STRATEGIC TR	US AGGREGATE B	$1.5M	64000	1.48%	SOLE
17	FIRST TR EXCHANGE-TRADED FD	DJ INTL INTRNT	$1.5M	53937	1.46%	SOLE
18	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.4M	26208	1.41%	SOLE
19	JPMORGAN CHASE & CO	COM	$1.4M	4730	1.39%	SOLE
20	GLOBAL X FDS	GLOBAL X URANIUM	$1.4M	28498	1.38%	SOLE
21	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	9112	1.33%	SOLE
22	PACER FDS TR	NASDAQ INTL PATE	$1.3M	46951	1.33%	SOLE
23	SPDR GOLD TR	GOLD SHS	$1.3M	3071	1.32%	SOLE
24	PACER FDS TR	METAURUS CAP 400	$1.3M	32415	1.30%	SOLE
25	HARRIS OAKMARK ETF TRUST	OAKMARK U S LRG	$1.3M	46061	1.27%	SOLE
26	ABACUS FCF ETF TR	ABACUS FCF LEADE	$1.2M	17419	1.24%	SOLE
27	RTX CORPORATION	COM	$1.2M	6275	1.21%	SOLE
28	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$1.2M	22982	1.16%	SOLE
29	GLOBAL X FDS	GLOBAL X COPPER	$1.1M	14961	1.14%	SOLE
30	VISA INC	COM CL A	$1.1M	3645	1.10%	SOLE
31	ORACLE CORP	COM	$1.1M	7445	1.09%	SOLE
32	PACER FDS TR	EMRG MKT CASH	$1.0M	38819	1.03%	SOLE
33	AMAZON COM INC	COM	$1.0M	4911	1.02%	SOLE
34	ISHARES TR	ESG OPTIMIZED	$989K	7488	0.99%	SOLE
35	ISHARES TR	CORE S&P500 ETF	$988K	1513	0.99%	SOLE
36	CATERPILLAR INC	COM	$964K	1361	0.96%	SOLE
37	SCHWAB STRATEGIC TR	SHT TM US TRES	$933K	38430	0.93%	SOLE
38	SCHWAB STRATEGIC TR	US LCAP GR ETF	$841K	28870	0.84%	SOLE
39	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$778K	25345	0.78%	SOLE
40	DBX ETF TR	XTRACKERS MSCI	$776K	13004	0.77%	SOLE
41	SCHWAB STRATEGIC TR	US LCAP VA ETF	$770K	25255	0.77%	SOLE
42	FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$764K	3266	0.76%	SOLE
43	BLACKROCK INC	COM	$761K	791	0.76%	SOLE
44	STRYKER CORPORATION	COM	$759K	2310	0.76%	SOLE
45	VANECK ETF TRUST	GREEN BOND ETF	$751K	31334	0.75%	SOLE
46	TEXAS INSTRS INC	COM	$747K	3850	0.74%	SOLE
47	INTERNATIONAL BUSINESS MACHS	COM	$736K	3036	0.73%	SOLE
48	CISCO SYS INC	COM	$707K	9114	0.70%	SOLE
49	MCDONALDS CORP	COM	$707K	2275	0.70%	SOLE
50	ISHARES INC	ESG AWR MSCI EM	$706K	15533	0.70%	SOLE

1–50 of 99

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.