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Smart Portfolios, LLC

CIK: 0001513227

SEATTLE 17865 ballinger way ne
Zip Code: 98155
LATEST PORTFOLIO VALUE
$103.68 M
+4.47%
09/30/2025
TOTAL ASSETS HELD
$101
2
09/30/2025
LATEST REPORT DATE
2025 Q3
09/30/2025
TOP 10 CONCENTRATION
34.39%

About Smart Portfolios, LLC

Smart Portfolios, LLC (CIK: 0001513227) is a financial institution headquartered at 17865 ballinger way ne, , SEATTLE, WASHINGTON 98155. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $103,675,766, comprising 101 distinct securities. Over its filing history, it has submitted 51 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Portfolio Summary (2025 Q3)

Top Sells

2025 Q3
−$362,799.64
2. ABRDN GLOBAL INFRASTRUCTURE
−$220,165
−$214,441.5
−$117,411.28
−$95,342.46

Asset Allocation

Stocks/ETFs
+4.76%
$96.82 M 93.39%
Options
$0 0.00%
Debt
$0 0.00%
Other
+0.51%
$6.85 M 6.61%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (2025 Q3)

Name Shares Market Value Weight Change Activity
108,977 $10,173,038 9.81% ▼ 7 Reduce 0.0%
8,867 $2,925,312 2.82% ▼ 650 Reduce -6.8%
24,622 $2,914,523 2.81% ▼ 576 Reduce -2.3%
46,239 $2,657,343 2.56% ▼ 398 Reduce -0.9%
10,349 $2,635,166 2.54% ▼ 255 Reduce -2.4%
18,397 $2,437,247 2.35% ▼ 176 Reduce -1.0%
4,646 $2,406,396 2.32% ▲ 53 Add 1.2%
24,605 $2,403,658 2.32% ▼ 763 Reduce -3.0%
61,886 $2,398,074 2.31% ▼ 1,060 Reduce -1.7%
49,201 $2,345,413 2.26% ▼ 2,463 Reduce -4.8%

Historical Portfolio Charts