Smart Portfolios, LLC
SMART PORTFOLIOS, LLC is an SEC-registered investment adviser headquartered in Lake Forest Park, Washington, USA. Founded in 2005, the firm is solely owned by Shield Holdings, LLC, and is managed by Bryce James. SMART PORTFOLIOS currently employs 6 professionals and oversees investment accounts for individuals, including both high net worth clients and others. The firm operates as an independent advisory business focused on providing wealth management and investment strategies to US-based clients.
Investment Strategy
SMART PORTFOLIOS, LLC provides discretionary portfolio management focused on individual investors, particularly high net worth individuals. Their investment approach includes diversified holdings across equities and other asset classes, with an emphasis on risk-adjusted returns. The firm appears to utilize sector allocation, individual security selection, and disciplined portfolio management tailored to client objectives. They advocate for transparency in holdings and operate with a client-first philosophy.
Top Holdings
Equity Positions (97)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BOND | PIMCO ETF TR | 10.12% | $10.0M | 108,984 | $89.45 | $92.18 | -$213.2K |
X XTRE | BONDBLOXX ETF TRUST | 3.71% | $3.7M | 74,042 | $48.89 | $49.78 | -$75.1K |
X XONE | BONDBLOXX ETF TRUST | 3.16% | $3.1M | 63,142 | $49.85 | $49.63 | -$860.5K |
X XLC | SELECT SECTOR SPDR TR | 2.76% | $2.7M | 25,198 | $65.08 | $108.53 | +$196.7K |
A AVGO | BROADCOM INC | 2.64% | $2.6M | 9,517 | $112.07 | $275.65 | +$1.0M |