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| Smartharvest Portfolios LLC
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|---|---|
| CRD # | 334260 |
| SEC # | 801-131762 |
| CIK # | 0002066604 |
| AUM | 348.1 M (2026-03-13) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 206-841-9944 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002066604 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.9 | ||
| Apple Inc | 13.7 | ||
| Microsoft Corp | 7.8 | ||
| Alphabet Inc | 7.7 | ||
| Amazon Com Inc | 7.3 | ||
| Broadcom Inc | 5.5 | ||
| Tesla Motors Inc | 5.1 | ||
| Facebook Inc | 5.0 | ||
| Alphabet Inc | 4.6 | ||
| J P Morgan Chase & Co | 2.9 | ||
| Lilly Eli & Co | 2.6 | ||
| Wal Mart Stores Inc | 2.1 | ||
| Costco Wholesale Corp /NEW | 1.9 | ||
| Palantir Technologies Inc | 1.8 | ||
| Netflix Inc | 1.7 | ||
| AbbVie Inc | 1.7 | ||
| Visa Inc | 1.7 | ||
| Micron Technology Inc | 1.6 | ||
| Johnson & Johnson | 1.5 | ||
| Chevron Corp | 1.5 | ||
| Lam Research Corp | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 255 | 348.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 255 | 348.1 |
| By Discretionary | ||
| Discretionary | 255 | 348.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 255 | 348.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 348.1 | |
| Total | 255 | 348.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002066604] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Arlen Capital LLC
✚
|
RI | 348.8 M |
|
Gainline Financial Partners LLC
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|
MN | 348.6 M |
|
Carbon Collective Investing LLC
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|
CA | 348.4 M |
|
Opal Capital LLC
✚
|
FL | 348.3 M |
|
Elliott Cove Capital Management LLC
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|
WA | 348.2 M |
|
WAFD Wealth Inc
✚
|
WA | 348.1 M |
|
American Retirement Planning Group Inc
✚
|
NV | 348.1 M |
|
NorthStar Asset Management LLC
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|
NJ | 347.9 M |
|
Michels Family Financial LLC
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|
TX | 347.9 M |
|
United Financial Planning Group LLC
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|
NY | 347.5 M |