SmartHarvest Portfolios, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 12, 2026), SmartHarvest Portfolios, LLC reported 366 stock positions worth $287.7 million. Its top holding was Nvidia (NVDA) at 7.3% of the portfolio, followed by Apple (AAPL, 6.3%) and Microsoft (MSFT, 4.9%).
- Most Recent 13F
- Q2 2026
- Location
- SEATTLE, WA
- CIK
- 0002066604
- Portfolio Value
- $287.7M (Q4 2025)
- SEC Filing
- 0001140361-26-004848 ↗ filed Feb 12, 2026
Holdings Value
Holdings 366 stocks · $287.7M
| NVDA Nvidia Corp. | 7.27% | 112,236 | $20.9M | — |
| AAPL Apple Inc. | 6.33% | 67,043 | $18.2M | — |
| MSFT Microsoft Corp. | 4.93% | 29,312 | $14.2M | — |
| AMZN Amazon.com Inc. | 3.73% | 46,525 | $10.7M | — |
| GOOGL Alphabet Inc. Class A | 3.13% | 28,763 | $9.0M | — |
| AVGO Broadcom Inc. | 2.75% | 22,859 | $7.9M | — |
| TSLA Tesla Inc. | 2.61% | 16,706 | $7.5M | — |
| META Meta Platforms Inc. Class A | 2.44% | 10,639 | $7.0M | — |
| GOOG Alphabet Inc. Class C | 2.35% | 21,578 | $6.8M | — |
| ITOT iShares Core S&P Total U.S. | 1.62% | 31,422 | $4.7M | — |
| JPM JPMorgan Chase & Co. | 1.40% | 12,485 | $4.0M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.39% | 7,929 | $4.0M | — |
| LLY Eli Lilly & Co. | 1.25% | 3,345 | $3.6M | — |
| IVV iShares Core S&P 500 ETF | 1.15% | 4,814 | $3.3M | — |
| XOM Exxon Mobil Corp. | 1.02% | 24,384 | $2.9M | — |
| V Visa Inc. Class A | 0.85% | 6,981 | $2.4M | — |
| WMT Walmart Inc. | 0.82% | 21,220 | $2.4M | — |
| ABBV Abbvie Inc. | 0.79% | 9,927 | $2.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.75% | 3,149 | $2.1M | — |
| MA Mastercard Inc. Class A | 0.73% | 3,666 | $2.1M | — |
| COST Costco Wholesale Corp. | 0.70% | 2,333 | $2.0M | — |
| PLTR Palantir Technologies Inc. Class A | 0.65% | 10,539 | $1.9M | — |
| ORCL Oracle Corp. | 0.58% | 8,537 | $1.7M | — |
| AMD Advanced Micro Devices | 0.56% | 7,589 | $1.6M | — |
| NFLX Netflix Inc. | 0.56% | 17,098 | $1.6M | — |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 4,693 | $1.6M | — |
| JNJ Johnson & Johnson | 0.54% | 7,531 | $1.6M | — |
| GE General Electric filed as GE AEROSPACE | 0.51% | 4,743 | $1.5M | — |
| IWF iShares Russell 1000 Growth | 0.50% | 3,042 | $1.4M | — |
| CSCO Cisco Systems Inc. | 0.49% | 18,458 | $1.4M | — |
| HD Home Depot Inc. | 0.48% | 4,041 | $1.4M | — |
| RTX RTX Corp. | 0.48% | 7,547 | $1.4M | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.48% | 27,289 | $1.4M | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.47% | 24,701 | $1.4M | — |
| LRCX Lam Research Corp. | 0.47% | 7,903 | $1.4M | — |
| VGT Vanguard Info Tech ETF | 0.47% | 1,780 | $1.3M | — |
| GS Goldman Sachs Group Inc. | 0.46% | 1,509 | $1.3M | — |
| CVX Chevron Corp. | 0.45% | 8,481 | $1.3M | — |
| NEM Newmont Corp. | 0.41% | 11,753 | $1.2M | — |
| CAT Caterpillar Inc. | 0.40% | 2,031 | $1.2M | — |
| MU Micron Technology Inc. | 0.40% | 4,073 | $1.2M | — |
| UBER Uber Technologies Inc. | 0.40% | 14,108 | $1.2M | — |
| KO The Coca-Cola Co. | 0.39% | 16,167 | $1.1M | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.39% | 3,795 | $1.1M | — |
| ABT Abbott Laboratories | 0.38% | 8,663 | $1.1M | — |
| CACI Caci International Inc. Class A | 0.37% | 2,004 | $1.1M | — |
| PG The Procter & Gamble Co. | 0.36% | 7,225 | $1.0M | — |
| TSM Taiwan Semiconductor-SP ADR | 0.36% | 3,385 | $1.0M | — |
| WFC Wells Fargo & Co. | 0.35% | 10,877 | $1.0M | — |
| PM Philip Morris International | 0.33% | 5,888 | $944K | — |
| BKNG Booking Holdings Inc. | 0.33% | 176 | $943K | — |
| UNH Unitedhealth Group Inc. | 0.33% | 2,854 | $942K | — |
| AXP American Express Co. | 0.31% | 2,395 | $886K | — |
| MS Morgan Stanley | 0.30% | 4,902 | $870K | — |
| CRM Salesforce Inc. | 0.30% | 3,237 | $858K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 1,394 | $856K | — |
| KLAC KLA Corp. | 0.30% | 704 | $855K | — |
| QCOM Qualcomm Inc. | 0.30% | 4,975 | $851K | — |
| MRK Merck & Co. Inc. | 0.29% | 7,991 | $841K | — |
| AMAT Applied Materials Inc. | 0.29% | 3,261 | $838K | — |
| LIN Linde PLC | 0.29% | 1,935 | $825K | — |
| APP AppLovin Corp. Class A | 0.29% | 1,219 | $821K | — |
| MCD McDonald's Corp. | 0.28% | 2,679 | $819K | — |
| INTU Intuit Inc. | 0.28% | 1,231 | $815K | — |
| ADI Analog Devices Inc. | 0.28% | 3,007 | $815K | — |
| ACN Accenture PLC Class A | 0.28% | 3,029 | $813K | — |
| ISRG Intuitive Surgical Inc. | 0.28% | 1,427 | $808K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 5,137 | $789K | — |
| T AT&T Inc. | 0.27% | 31,318 | $778K | — |
| APH Amphenol Corp. Class A | 0.26% | 5,638 | $762K | — |
| SPGI S&P Global Inc. | 0.26% | 1,422 | $743K | — |
| GEV GE Vernova Inc. | 0.26% | 1,134 | $741K | — |
| BLK BlackRock Inc. | 0.25% | 676 | $724K | — |
| COF Capital One Financial Corp. | 0.25% | 2,981 | $723K | — |
| VOO Vanguard S&P 500 ETF | 0.25% | 1,128 | $707K | — |
| ETN Eaton Corp. PLC | 0.25% | 2,215 | $706K | — |
| AMGN Amgen Inc. | 0.24% | 2,152 | $704K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.24% | 6,161 | $701K | — |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 1,207 | $699K | — |
| CB Chubb Ltd. | 0.24% | 2,218 | $692K | — |
| GLTR Abrdn Precious Metals Basket | 0.23% | 3,286 | $676K | — |
| C Citigroup Inc. | 0.23% | 5,739 | $670K | — |
| BLTE Belite Bio Inc. - ADR | 0.23% | 4,184 | $669K | — |
| BN Brookfield Corp. | 0.23% | 14,578 | $669K | — |
| AU Anglogold Ashanti PLC | 0.23% | 7,772 | $663K | — |
| ANET Arista Networks Inc. | 0.23% | 5,024 | $658K | — |
| MCK McKesson Corp. | 0.23% | 795 | $652K | — |
| SCHW Schwab (charles) Corp. | 0.22% | 6,444 | $644K | — |
| COP Conocophillips | 0.22% | 6,863 | $642K | — |
| GPCR Structure Therapeutics Inc. | 0.22% | 9,056 | $630K | — |
| NOC Northrop Grumman Corp. | 0.22% | 1,102 | $628K | — |
| CEG Constellation Energy | 0.22% | 1,771 | $626K | — |
| CHT Chunghwa Telecom LT-Spon ADR | 0.22% | 14,948 | $623K | — |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.21% | 5,708 | $609K | — |
| DHR Danaher Corp. | 0.20% | 2,535 | $580K | — |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.20% | 7,296 | $574K | — |
| IWD iShares Russell 1000 Value E | 0.20% | 2,708 | $570K | — |
| NEE Nextera Energy Inc. | 0.20% | 7,051 | $566K | — |
| SUSL iShares ESG MSCI USA Leaders | 0.20% | 4,655 | $564K | — |
| HLN Haleon PLC-ADR | 0.20% | 55,820 | $564K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.