Smartharvest Portfolios, LLC Top Holdings and 13F Report (2026) About Smartharvest Portfolios, LLCInvestment ActivitySmartharvest Portfolios, LLC has $258.03 million in total holdings as of September 30, 2026.Smartharvest Portfolios, LLC owns shares of 370 different stocks, but just 138 companies or ETFs make up 80% of its holdings.Approximately 5.32% of the portfolio was purchased this quarter.About 26.87% of the portfolio was sold this quarter.This quarter, Smartharvest Portfolios, LLC has purchased 461 new stocks and bought additional shares in 66 stocks.Smartharvest Portfolios, LLC sold shares of 256 stocks and completely divested from 121 stocks this quarter.Largest Holdings NVIDIA $18,912,171Apple $18,001,763Microsoft $9,901,014Amazon.com $8,347,418Alphabet $7,666,530 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $3,078,114 Holding88031M109 - Tenaris $740,284 Holding00971T101 - Akamai Technologies $671,281 Holding670100205 - Novo Nordisk A/S $388,143 Holding922908637 - Vanguard Large-Cap ETF $316,313 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 18,913 shares (about $3.08M)ING Group 33,784 shares (about $1.20M)Tenaris 13,416 shares (about $740.28K)Akamai Technologies 6,312 shares (about $671.28K)CrowdStrike 2,524 shares (about $668.16K) Largest Sales this Quarter NVIDIA 19,822 shares (about $4.53M)Apple 4,948 shares (about $1.65M)Broadcom 3,172 shares (about $1.11M)Alphabet 3,002 shares (about $1.02M)Alphabet 2,927 shares (about $1.01M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSmartharvest Portfolios, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$18,912,171$4,526,954 ▼-19.3%82,8107.3%TechnologyAAPLApple$18,001,763$1,647,786 ▼-8.4%54,0567.0%TechnologyMSFTMicrosoft$9,901,014$949,890 ▼-8.8%19,3043.8%TechnologyAMZNAmazon.com$8,347,418$855,570 ▼-9.3%33,5043.2%Consumer DiscretionaryGOOGLAlphabet$7,666,530$1,007,133 ▼-11.6%22,2813.0%Communication ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$5,031,6330.0%30,2602.0%ETFMETAMeta Platforms$4,978,036$832,452 ▼-14.3%6,8651.9%Communication ServicesAVGOBroadcom$4,841,832$1,113,969 ▼-18.7%13,7871.9%TechnologyGOOGAlphabet$4,836,948$1,022,932 ▼-17.5%14,1951.9%Communication ServicesMUMicron Technology$4,300,721$213,012 ▼-4.7%4,0381.7%TechnologyJPMJPMorgan Chase & Co.$3,889,384$534,311 ▼-12.1%11,7561.5%FinanceTSLATesla$3,747,855$971,824 ▼-20.6%10,5631.5%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$3,494,339$177,691 ▼-4.8%4,5821.4%ETFAMDAdvanced Micro Devices$3,372,507$634,983 ▼-15.8%5,5131.3%TechnologyBRK.BBerkshire Hathaway$3,133,228$562,208 ▼-15.2%6,2921.2%FinanceEXXONMOBIL HOLDINGS CORP$3,078,114$3,078,114 ▲New Holding18,9131.2%COM SHSLLYEli Lilly and Company$2,822,881$608,539 ▼-17.7%2,4401.1%HealthcareJNJJohnson & Johnson$2,212,888$231,110 ▼-9.5%8,3590.9%HealthcareLAM RESEARCH CORP$1,967,154$331,801 ▼-14.4%5,9880.8%COM NEWVOOVanguard S&P 500 ETF$1,880,423$104,429 ▲5.9%2,6830.7%ETFVTIVanguard Total Stock Market ETF$1,869,9450.0%4,9970.7%ETFVVisa$1,860,437$293,904 ▼-13.6%5,1780.7%FinanceINGING Group$1,548,815$1,199,321 ▲343.2%43,6290.6%FinanceCSCOCisco Systems$1,514,746$309,428 ▼-17.0%14,0740.6%TechnologyIVViShares Core S&P 500 ETF$1,463,981$148,542 ▼-9.2%1,9120.6%ETFCOSTCostco Wholesale$1,454,647$345,001 ▼-19.2%1,5980.6%Consumer StaplesABBVAbbVie$1,381,866$693,156 ▼-33.4%5,2830.5%HealthcareMAMastercard$1,336,777$125,185 ▼-8.6%2,4240.5%FinanceTSMTaiwan Semiconductor Manufacturing$1,333,926$89,415 ▼-6.3%2,9240.5%TechnologyAMATApplied Materials$1,313,643$144,199 ▼-9.9%2,5690.5%TechnologyMRKMerck & Co., Inc.$1,308,214$54,491 ▲4.3%9,0030.5%HealthcareNEMNewmont$1,294,899$25,028 ▼-1.9%11,2270.5%MaterialsWALMART INC$1,283,829$570,002 ▼-30.7%12,3540.5%COMBACBank of America$1,275,814$133,623 ▼-9.5%23,4400.5%FinanceINTCIntel$1,266,835$87,886 ▲7.5%10,5370.5%TechnologyCVXChevron$1,253,420$282,213 ▼-18.4%6,1380.5%EnergyCATCaterpillar$1,196,064$266,783 ▼-18.2%1,4750.5%IndustrialsPALANTIR TECHNOLOGIES INC$1,166,401$268,968 ▼-18.7%6,2360.5%CL AVGTVanguard Information Technology ETF$1,160,110$779,188 ▼-40.2%9,2310.4%ETFKOCoca-Cola$1,135,932$198,504 ▼-14.9%13,1960.4%Consumer StaplesQQQInvesco QQQ$1,103,811$143,525 ▼-11.5%1,4920.4%ETFGSThe Goldman Sachs Group$1,090,925$209,724 ▼-16.1%1,2120.4%FinanceKLACKLA$1,083,525$163,533 ▼-13.1%5,5590.4%TechnologyIWFiShares Russell 1000 Growth ETF$1,012,602$431,897 ▼-29.9%8,0840.4%ETFVTEBVanguard Tax-Exempt Bond ETF$1,010,160$354,401 ▼-26.0%21,3290.4%ETFGEGE Aerospace$1,003,819$374,792 ▼-27.2%3,2140.4%IndustrialsTNGXTango Therapeutics$975,869$181,037 ▼-15.6%39,1130.4%HealthcareCRWDCrowdStrike$947,180$668,162 ▲239.5%3,5780.4%TechnologyARISTA NETWORKS INC$893,884$118,886 ▼-11.7%4,3910.3%COM SHSRTXRTX$891,583$322,879 ▼-26.6%4,8020.3%IndustrialsANGLOGOLD ASHANTI PLC$880,142$308,820 ▼-26.0%9,3680.3%COM SHSCACICACI International$863,718$6,091 ▼-0.7%1,4180.3%IndustrialsNFLXNetflix$852,960$330,984 ▼-28.0%12,2590.3%Communication ServicesPMPhilip Morris International$842,800$231,069 ▼-21.5%4,4170.3%Consumer StaplesUBERUber Technologies$833,417$48,094 ▼-5.5%12,1650.3%IndustrialsWFCWells Fargo & Company$829,937$128,157 ▼-13.4%10,3680.3%FinanceSMFGSumitomo Mitsui Financial Group$807,817$36,326 ▲4.7%31,1780.3%FinanceSANDISK CORP$781,402$17,403 ▲2.3%4490.3%COMINTUIntuit$767,484$314,271 ▲69.3%2,7840.3%TechnologyADIAnalog Devices$751,206$337,924 ▼-31.0%1,8940.3%TechnologyPANWPalo Alto Networks$745,997$145,783 ▼-16.3%1,8780.3%TechnologyPGProcter & Gamble$744,179$107,079 ▼-12.6%5,1220.3%Consumer StaplesTAT&T$742,280$94,722 ▼-11.3%30,4210.3%Communication ServicesTSTenaris$740,284$740,284 ▲New Holding13,4160.3%EnergyAPHAmphenol$731,090$336,629 ▲85.3%8,6720.3%TechnologyMSMorgan Stanley$717,458$183,925 ▼-20.4%3,8150.3%FinanceSTXSeagate Technology$716,639$15,679 ▼-2.1%7770.3%TechnologyCCitigroup$716,519$115,233 ▼-13.9%5,5340.3%FinanceCMFiShares California Muni Bond ETF$714,767$4,492 ▲0.6%13,2070.3%ETFWTWWillis Towers Watson Public$706,492$179,289 ▼-20.2%2,4510.3%FinanceOEFiShares S&P 100 ETF$700,3530.0%1,8330.3%ETFORCLOracle$690,138$283,690 ▼-29.1%5,0260.3%TechnologyQCOMQualcomm$688,010$51,168 ▼-6.9%3,7380.3%TechnologyASMLASML$678,749$68,780 ▼-9.2%3750.3%TechnologyAMGNAmgen$677,042$113,402 ▼-14.3%1,6060.3%HealthcareAKAMAkamai Technologies$671,281$671,281 ▲New Holding6,3120.3%TechnologyGE VERNOVA INC$668,186$284,193 ▼-29.8%7030.3%COMUNILEVER PLC$662,401$146,849 ▲28.5%10,9070.3%SPON ADR NEWDELLDell Technologies$651,777$18,284 ▼-2.7%1,2120.3%TechnologyHSBCHSBC$647,162$75,967 ▼-10.5%6,5170.3%FinanceLINDE PLC$641,551$161,337 ▼-20.1%1,3520.2%SHSETNEaton$639,473$267,736 ▼-29.5%1,4880.2%IndustrialsSUSLiShares ESG MSCI USA Leaders ETF$634,3720.0%4,6550.2%ETFUMCUnited Microelectronics$630,426$396,545 ▲169.5%25,7420.2%TechnologyMPCMarathon Petroleum$622,401$200,481 ▼-24.4%1,5740.2%EnergyCBChubb$622,219$151,896 ▼-19.6%1,9130.2%FinanceGLTRabrdn Physical Precious Metals Basket Shares ETF$612,1960.0%3,2860.2%ETFCHTChunghwa Telecom$611,608$171,412 ▼-21.9%13,4480.2%Communication ServicesUNHUnitedHealth Group$609,000$49,190 ▼-7.5%1,6590.2%HealthcareVZVerizon Communications$608,677$22,522 ▼-3.6%13,2700.2%Communication ServicesTXNTexas Instruments$605,783$89,901 ▼-12.9%2,1630.2%TechnologyHDHome Depot$604,690$237,496 ▼-28.2%2,1260.2%Consumer DiscretionaryENERGY TRANSFER L P$604,208$11,981 ▼-1.9%30,5620.2%COM UT LTD PTNKRKroger$597,819$46,252 ▼-7.2%10,1980.2%Consumer StaplesASXASE Technology$586,390$113,819 ▲24.1%13,1890.2%TechnologyCOPConocoPhillips$583,450$186,223 ▼-24.2%4,6620.2%EnergyVLOValero Energy$580,502$159,270 ▼-21.5%1,4980.2%EnergyPWRQuanta Services$569,508$44,352 ▼-7.2%8860.2%IndustrialsVISVanguard Industrials ETF$564,098$25,320 ▼-4.3%1,7600.2%ETFGILDGilead Sciences$563,823$91,511 ▼-14.0%3,7830.2%HealthcareShowing largest 100 holdings. 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