Current Market Value 99,243,366
Current Holdings 99
Most Recent File Date 2025-07-28
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Smart Portfolios, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-28 2025-06-30 13F-HR 99 99,243
2025-04-24 2025-03-31 13F-HR 94 91,982
2025-02-10 2024-12-31 13F-HR 96 95,506
2024-10-31 2024-09-30 13F-HR 102 98,064
2024-07-22 2024-06-30 13F-HR 98 99,226
2024-05-02 2024-03-31 13F-HR 94 94,881
2024-02-14 2023-12-31 13F-HR 85 85,211
2023-11-16 2023-09-30 13F-HR 36 55,689
2023-07-14 2023-06-30 13F-HR 38 56,933
2023-04-27 2023-03-31 13F-HR 40 56,686
2023-02-15 2022-12-31 13F-HR 39 50,061
2022-08-16 2022-06-30 13F-HR 42 49,479
2022-06-09 2022-03-31 13F-HR 52 63,162
2022-01-26 2021-12-31 13F-HR 55 131,481
2021-11-10 2021-09-30 13F-HR 50 125,443
2021-08-12 2021-06-30 13F-HR 49 130,055
2021-05-10 2021-03-31 13F-HR 39 116,345
2021-03-08 2020-12-31 13F-HR 30 106,748
2020-11-09 2020-09-30 13F-HR 42 88,218
2020-08-11 2020-06-30 13F-HR 43 89,816
2020-05-13 2020-03-31 13F-HR/A 1 R 33 69,647
2020-05-12 2020-03-31 13F-HR 21 65,048
2020-02-12 2019-12-31 13F-HR 50 110,979
2019-11-18 2019-09-30 13F-HR 50 112,833
2019-08-15 2019-06-30 13F-HR 44 110,133
2019-04-25 2019-03-31 13F-HR 219 118,313
2019-02-09 2018-12-31 13F-HR 209 129,551
2018-10-17 2018-09-30 13F-HR 132 161,678
2018-08-20 2018-06-30 13F-HR 122 152,667
2018-04-30 2018-03-31 13F-HR 111 152,773
2018-02-05 2017-12-31 13F-HR 22 117,111
2017-10-23 2017-09-30 13F-HR 19 104,253
2017-07-27 2017-06-30 13F-HR 29 92,902
2017-04-24 2017-03-31 13F-HR 34 105,279
2017-01-30 2016-12-31 13F-HR 40 114,930
2016-10-26 2016-09-30 13F-HR 34 87,754
2016-07-13 2016-06-30 13F-HR 22 76,503
2016-05-17 2016-03-31 13F-HR 14 110,097
2016-03-08 2015-12-31 13F-HR/A 1 R 17 138,263
2016-03-01 2015-12-31 13F-HR 19 139,864
2015-11-13 2015-09-30 13F-HR 15 109,133
2015-08-14 2015-06-30 13F-HR 26 70,171
2015-05-15 2015-03-31 13F-HR 29 89,884
2015-02-25 2014-12-31 13F-HR 31 89,507
2014-11-10 2014-09-30 13F-HR 27 81,539
2014-08-14 2014-06-30 13F-HR 26 77,246
2014-05-14 2014-03-31 13F-HR 25 76,189
2014-02-18 2013-12-31 13F-HR 21 74,886
2013-11-14 2013-09-30 13F-HR 22 69,364
2013-08-15 2013-06-30 13F-HR 25 70,974