SmartHarvest Portfolios, LLC

CIK 0002066604 · SEATTLE, WA · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source

SmartHarvest Portfolios, LLC reported 461 positions worth $309.3M as of June 30, 2026 (13F filed August 4, 2026). Largest holding: NVDA (6.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$309.3M
2026 Q2
Positions
461
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
29.5%
Est. Net Flow (Q)
2026 Q2
10 / 461 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$20.5M6.64%102,632
2AAPLAPPLE INCSH$17.1M5.52%59,004
3GOOGLALPHABET INCSH$9.0M2.91%25,208
4AMZNAMAZON COM INCSH$8.8M2.85%36,938
5MSFTMICROSOFT CORPSH$7.9M2.55%21,156
6AVGOBROADCOM INCSH$6.4M2.07%16,959
7GOOGALPHABET INCSH$6.1M1.96%17,197
8TSLATESLA INCSH$5.6M1.81%13,302
9ITOTISHARES TRSH$5.0M1.61%30,260
10MUMICRON TECHNOLOGY INCSH$4.9M1.58%4,238

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does SmartHarvest Portfolios, LLC hold as of Q2 2026?

SmartHarvest Portfolios, LLC reported 461 positions worth $309.3M in its Q2 2026 13F filing. Largest positions: NVDA (6.6%), AAPL (5.5%), GOOGL (2.9%), AMZN (2.8%) and MSFT (2.6%).

What did SmartHarvest Portfolios, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did SmartHarvest Portfolios, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.