Loading…
CIK 0001513227 • 5 13F filings • Apr 24, 2025 – May 1, 2026
Import this data to Google Sheets with:
=jivedata("smart-portfolios-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABACUS FCF ETF TR | ABACUS FCF LEADE | $1.2M | 1.2%Prev: 1.4% | 17,344 SH | Decreased-2,941 SH |
| ABBOTT LABS | COM | $418K | 0.4%Prev: 0.4% | 3,335 SH | Decreased+150 SH |
| ABBVIE INC | COM | $217K | 0.2% | 950 SH | New |
| ABRDN GLOBAL INFRA INCOME FU | COM SHS BEN INT | $205K | 0.2% | 9,176 SH | New |
| ADVANCED MICRO DEVICES INC | COM | $215K | 0.2% | 1,006 SH | New |
| AIR PRODS & CHEMS INC | COM | $417K | 0.4%Prev: 0.5% | 1,689 SH | Decreased-75 SH |
| ALPHABET INC | CAP STK CL A | $394K | 0.4%Prev: 0.3% | 1,260 SH | Increased |
| AMAZON COM INC | COM | $970K | 1.0%Prev: 0.9% | 4,201 SH | Increased-15 SH |
| AMERICAN TOWER CORP NEW | COM | $254K | 0.3%Prev: 0.3% | 1,445 SH | Decreased-45 SH |
| AMGEN INC | COM | $616K | 0.6%Prev: 0.5% | 1,882 SH | Increased-2 SH |
| APPLE INC | COM | $2.8M | 2.8%Prev: 2.5% | 10,240 SH | Increased-109 SH |
| BLACKROCK INC | COM | $861K | 0.9%Prev: 0.9% | 804 SH | Decreased-3 SH |
| BLACKSTONE INC | COM | $335K | 0.3%Prev: 0.4% | 2,175 SH | Decreased-35 SH |
| BOEING CO | COM | $579K | 0.6%Prev: 0.6% | 2,665 SH | Increased-10 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG ONE YR | $3.1M | 3.1%Prev: 3.0% | 62,236 SH | Decreased-1,238 SH |
| BONDBLOXX ETF TRUST | BLOOMBERG THREE | $3.6M | 3.5%Prev: 3.6% | 71,346 SH | Decreased-2,941 SH |
| BROADCOM INC | COM | $2.9M | 2.9%Prev: 2.8% | 8,462 SH | Increased-405 SH |
| CANADIAN PACIFIC KANSAS CITY | COM | $296K | 0.3%Prev: 0.3% | 4,025 SH | Decreased+10 SH |
| CATERPILLAR INC | COM | $783K | 0.8%Prev: 0.7% | 1,367 SH | Increased-80 SH |
| CHEVRON CORP NEW | COM | $303K | 0.3%Prev: 0.3% | 1,990 SH | Decreased+1 SH |
| CISCO SYS INC | COM | $657K | 0.7%Prev: 0.6% | 8,534 SH | Increased-160 SH |
| COLGATE PALMOLIVE CO | COM | $387K | 0.4%Prev: 0.4% | 4,893 SH | Decreased-75 SH |
| DBX ETF TR | XTRACKERS MSCI | $801K | 0.8%Prev: 0.8% | 12,607 SH | Increased-275 SH |
| DISNEY WALT CO | COM | $532K | 0.5%Prev: 0.5% | 4,676 SH | Decreased-30 SH |
| ENERGY FUELS INC | COM NEW | $145K | 0.1%Prev: 0.1% | 10,000 SH | Decreased |
| EXCHANGE TRADED CONCEPTS TRU | ROBO GLB ETF | $213K | 0.2%Prev: 0.2% | 3,075 SH | Increased |
| FEDEX CORP | COM | $454K | 0.5%Prev: 0.4% | 1,571 SH | Increased-15 SH |
| FIRST TR EXCHANGE TRADED FD | DJ INTL INTRNT | $1.7M | 1.7%Prev: 2.3% | 50,696 SH | Decreased-11,190 SH |
| FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | $792K | 0.8%Prev: 0.8% | 2,943 SH | Decreased-39 SH |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | $553K | 0.6% | 11,068 SH | New |
| FIRST TR EXCHANGE-TRADED FD | US EQTY OPPT ETF | $273K | 0.3%Prev: 0.3% | 1,670 SH | Decreased-55 SH |
| GLOBAL X FDS | CONSCIOUS COS | $659K | 0.7%Prev: 0.6% | 15,180 SH | Decreased-127 SH |
| GLOBAL X FDS | GLOBAL X COPPER | $1.1M | 1.1%Prev: 0.9% | 15,236 SH | Increased-1,137 SH |
| GLOBAL X FDS | GLOBAL X URANIUM | $1.1M | 1.1%Prev: 2.3% | 26,711 SH | Decreased-22,490 SH |
| HARBOR ETF TRUST | LONG TERM GROWER | $1.6M | 1.6%Prev: 0.4% | 50,719 SH | Increased+38,166 SH |
| HARRIS OAKMARK ETF TRUST | OAKMARK U S LRG | $1.1M | 1.1%Prev: 0.3% | 38,301 SH | Increased+28,231 SH |
| HOME DEPOT INC | COM | $704K | 0.7%Prev: 0.8% | 2,047 SH | Decreased-30 SH |
| HONEYWELL INTL INC | COM | $295K | 0.3%Prev: 0.3% | 1,510 SH | Decreased-10 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $884K | 0.9%Prev: 0.8% | 2,986 SH | Increased-60 SH |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | $3.1M | 3.0%Prev: 2.4% | 22,750 SH | Increased+4,353 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.8M | 1.8%Prev: 2.1% | 2,914 SH | Decreased-713 SH |
| ISHARES INC | ESG AWR MSCI EM | $671K | 0.7%Prev: 0.7% | 15,189 SH | Decreased-764 SH |
| ISHARES INC | MSCI TURKEY ETF | $219K | 0.2%Prev: 0.3% | 6,375 SH | Decreased-3,183 SH |
| ISHARES TR | CORE S&P500 ETF | $1.0M | 1.0%Prev: 1.1% | 1,516 SH | Decreased-206 SH |
| ISHARES TR | ESG OPTIMIZED | $1.0M | 1.0%Prev: 1.0% | 7,233 SH | Increased-60 SH |
| ISHARES TR | MSCI INDIA ETF | $2.2M | 2.1%Prev: 2.3% | 39,927 SH | Decreased-5,114 SH |
| ISHARES TR | MSCI USA MIN VOL | $417K | 0.4%Prev: 0.4% | 4,427 SH | Decreased-37 SH |
| ISHARES TR | RUSSELL 2000 ETF | $366K | 0.4%Prev: 0.3% | 1,487 SH | Increased+99 SH |
| ISHARES TR | SP SMCP600VL ETF | $322K | 0.3%Prev: 0.3% | 2,833 SH | Decreased-179 SH |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | $1.2M | 1.2%Prev: 1.2% | 23,650 SH | Increased+102 SH |
| JOHNSON & JOHNSON | COM | $459K | 0.5%Prev: 0.4% | 2,217 SH | Increased+128 SH |
| JPMORGAN CHASE & CO. | COM | $1.5M | 1.5%Prev: 1.4% | 4,650 SH | Increased+30 SH |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | $1.4M | 1.4%Prev: 1.0% | 50,709 SH | Increased+13,729 SH |
| MCDONALDS CORP | COM | $706K | 0.7%Prev: 0.7% | 2,310 SH | Decreased-20 SH |
| MICRON TECHNOLOGY INC | COM | $510K | 0.5%Prev: 0.3% | 1,787 SH | Increased+37 SH |
| MICROSOFT CORP | COM | $2.5M | 2.5%Prev: 2.3% | 5,141 SH | Increased+495 SH |
| NIKE INC | CL B | $413K | 0.4%Prev: 0.4% | 6,485 SH | Decreased+260 SH |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | $322K | 0.3%Prev: 0.3% | 7,212 SH | Increased+19 SH |
| NVIDIA CORPORATION | COM | $357K | 0.4%Prev: 0.3% | 1,915 SH | Decreased |
| ONEOK INC NEW | COM | $357K | 0.4%Prev: 0.3% | 4,855 SH | Decreased-40 SH |
| ORACLE CORP | COM | $1.4M | 1.4%Prev: 2.0% | 7,260 SH | Decreased-10 SH |
| PACER FDS TR | EMRG MKT CASH | $940K | 0.9%Prev: 1.0% | 38,516 SH | Decreased-5,240 SH |
| PACER FDS TR | METAURUS CAP 400 | $1.4M | 1.3% | 31,890 SH | New |
| PACER FDS TR | NASDAQ INTL PATE | $1.2M | 1.2% | 45,520 SH | New |
| PACER FDS TR | US CASH COWS 100 | $1.8M | 1.8%Prev: 2.6% | 29,880 SH | Decreased-16,359 SH |
| PACER FDS TR | US LRG CP CASH | $430K | 0.4% | 12,210 SH | New |
| PACER FDS TR | US SMALL CAP CAS | $1.6M | 1.6%Prev: 2.1% | 36,882 SH | Decreased-13,301 SH |
| PEPSICO INC | COM | $488K | 0.5%Prev: 0.5% | 3,403 SH | Increased+5 SH |
| PHILLIPS 66 | COM | $503K | 0.5%Prev: 0.5% | 3,900 SH | Decreased |
| PIMCO ETF TR | ACTIVE BD ETF | $9.5M | 9.4%Prev: 9.8% | 101,735 SH | Decreased-7,242 SH |
| PIMCO ETF TR | ENHNCD LW DUR AC | $314K | 0.3%Prev: 0.8% | 3,277 SH | Decreased-4,907 SH |
| PRUDENTIAL FINL INC | COM | $330K | 0.3%Prev: 0.3% | 2,925 SH | Increased |
| RTX CORPORATION | COM | $1.2M | 1.2%Prev: 1.1% | 6,515 SH | Increased-29 SH |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | $475K | 0.5%Prev: 0.5% | 14,495 SH | Decreased-55 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $414K | 0.4%Prev: 0.4% | 17,225 SH | Increased |
| SCHWAB STRATEGIC TR | SHT TM US TRES | $937K | 0.9%Prev: 0.9% | 38,430 SH | Decreased |
| SCHWAB STRATEGIC TR | US AGGREGATE B | $1.5M | 1.5%Prev: 1.4% | 64,000 SH | Decreased |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $695K | 0.7%Prev: 0.7% | 25,345 SH | Increased |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $942K | 0.9%Prev: 0.9% | 28,870 SH | Increased-100 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $750K | 0.7%Prev: 0.7% | 25,345 SH | Increased |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $566K | 0.6%Prev: 0.5% | 18,835 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET COM | $2.8M | 2.8% | 23,960 SH | New |
| SPDR GOLD TR | GOLD SHS | $1.2M | 1.2%Prev: 1.3% | 3,140 SH | Decreased-512 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $2.7M | 2.7% | 21,091 SH | New |
| SSGA ACTIVE ETF TR | STATE STREET DOU | $370K | 0.4% | 9,188 SH | New |
| STARBUCKS CORP | COM | $437K | 0.4%Prev: 0.4% | 5,184 SH | Decreased-146 SH |
| STRYKER CORPORATION | COM | $826K | 0.8%Prev: 0.8% | 2,350 SH | Decreased-20 SH |
| T-MOBILE US INC | COM | $602K | 0.6%Prev: 0.7% | 2,963 SH | Decreased-65 SH |
| TCW ETF TRUST | TRANSFORM SYSTEM | $2.6M | 2.6%Prev: 2.3% | 27,370 SH | Increased+2,765 SH |
| TEXAS INSTRS INC | COM | $655K | 0.7%Prev: 0.7% | 3,775 SH | Decreased-100 SH |
| THERMO FISHER SCIENTIFIC INC | COM | $409K | 0.4%Prev: 0.3% | 705 SH | Increased-10 SH |
| UNION PAC CORP | COM | $272K | 0.3%Prev: 0.3% | 1,175 SH | Decreased |
| UNITEDHEALTH GROUP INC | COM | $607K | 0.6%Prev: 0.6% | 1,840 SH | Decreased-32 SH |
| US BANCORP DEL | COM NEW | $549K | 0.5%Prev: 0.5% | 10,293 SH | Increased-250 SH |
| VANECK ETF TRUST | GREEN BOND ETF | $719K | 0.7%Prev: 0.7% | 29,564 SH | Increased+1,163 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $1.4M | 1.4%Prev: 1.4% | 25,978 SH | Decreased-94 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $348K | 0.3%Prev: 0.3% | 2,861 SH | Increased |
| VISA INC | COM CL A | $1.3M | 1.3%Prev: 1.2% | 3,685 SH | Increased-25 SH |
| 13F-HR |
| 0001513227-25-000004 |
| $99.2M |
| View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001513227-26-000006 | $100.3M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001513227-25-000003 | $920K | View |