Smart Portfolios, LLC
Annual return '25
+14.0%
SPY '25
+17.7%
Alpha
-3.7ptsvs SPY
Invested
$100.3M
Holdings
99
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 2 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BOND
PIMCO ETF TR
Held since at least Q1 2024
9.9%
02
$XTRE
BONDBLOXX ETF TRUST
Held since at least Q1 2024
3.7%
03
$XONE
BONDBLOXX ETF TRUST
Held since at least Q1 2024
3.3%
04
$PKW
INVESCO EXCHANGE TRADED FD T
Held since at least Q1 2024
3.0%
05
$XLC
SELECT SECTOR SPDR TR
Held since at least Q1 2024
2.7%
06
$PWRD
TCW ETF TRUST
Held since at least Q1 2024
2.7%
07
$AVGO
BROADCOM INC
Q1 2026: Sold 21.6% (15.8k → 12.4k shares)
2.6%
08
$AAPL
APPLE INC
Q1 2026: Sold 29.5% (32.3k → 22.8k shares)
2.6%
09
$INDA
ISHARES TR
Held since at least Q1 2024
2.0%
10
$MSFT
MICROSOFT CORP
Q1 2026: Sold 29.1% (18.8k → 13.3k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:43 UTC.