Universe · entity
Smart Portfolios, LLC
Institutional manager (13F) · CIK 1513227
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $80M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | PIMCO ETF TR | $10M | 108,036 |
| 2 | BONDBLOXX ETF TRUST | $4M | 74,315 |
| 3 | BONDBLOXX ETF TRUST | $3M | 65,970 |
| 4 | INVESCO EXCHANGE TRADED FD T | $3M | 23,290 |
| 5 | SELECT SECTOR SPDR TR | $3M | 24,837 |
| 6 | TCW ETF TRUST | $3M | 27,966 |
| 7 | BROADCOM INC | $3M | 8,432 |
| 8 | APPLE INC | $3M | 10,190 |
| 9 | ISHARES TR | $2M | 43,406 |
| 10 | MICROSOFT CORP | $2M | 5,316 |
| 11 | PACER FDS TR | $2M | 30,352 |
| 12 | HARBOR ETF TRUST | $2M | 64,632 |
| 13 | INVESCO QQQ TR | $2M | 3,074 |
| 14 | PACER FDS TR | $2M | 37,671 |
| 15 | LITMAN GREGORY FDS TR | $2M | 53,108 |
| 16 | SCHWAB STRATEGIC TR | $1M | 64,000 |
| 17 | FIRST TR EXCHANGE-TRADED FD | $1M | 53,937 |
| 18 | VANGUARD INTL EQUITY INDEX F | $1M | 26,208 |
| 19 | JPMORGAN CHASE & CO | $1M | 4,730 |
| 20 | GLOBAL X FDS | $1M | 28,498 |
| 21 | SPDR SERIES TRUST | $1M | 9,112 |
| 22 | PACER FDS TR | $1M | 46,951 |
| 23 | SPDR GOLD TR | $1M | 3,071 |
| 24 | PACER FDS TR | $1M | 32,415 |
| 25 | HARRIS OAKMARK ETF TRUST | $1M | 46,061 |
| 26 | ABACUS FCF ETF TR | $1M | 17,419 |
| 27 | RTX CORPORATION | $1M | 6,275 |
| 28 | J P MORGAN EXCHANGE TRADED F | $1M | 22,982 |
| 29 | GLOBAL X FDS | $1M | 14,961 |
| 30 | VISA INC | $1M | 3,645 |
| 31 | ORACLE CORP | $1M | 7,445 |
| 32 | PACER FDS TR | $1M | 38,819 |
| 33 | AMAZON COM INC | $1M | 4,911 |
| 34 | ISHARES TR | $989k | 7,488 |
| 35 | ISHARES TR | $988k | 1,513 |
| 36 | CATERPILLAR INC | $964k | 1,361 |
| 37 | SCHWAB STRATEGIC TR | $933k | 38,430 |
| 38 | SCHWAB STRATEGIC TR | $841k | 28,870 |
| 39 | SCHWAB STRATEGIC TR | $778k | 25,345 |
| 40 | DBX ETF TR | $776k | 13,004 |
| 41 | SCHWAB STRATEGIC TR | $770k | 25,255 |
| 42 | FIRST TR EXCHANGE-TRADED FD | $764k | 3,266 |
| 43 | BLACKROCK INC | $761k | 791 |
| 44 | STRYKER CORPORATION | $759k | 2,310 |
| 45 | VANECK ETF TRUST | $751k | 31,334 |
| 46 | TEXAS INSTRS INC | $747k | 3,850 |
| 47 | INTERNATIONAL BUSINESS MACHS | $736k | 3,036 |
| 48 | CISCO SYS INC | $707k | 9,114 |
| 49 | MCDONALDS CORP | $707k | 2,275 |
| 50 | ISHARES INC | $706k | 15,533 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.