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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2025
- Office Locations
- 1
Office Locations
About Smartharvest Portfolios
SmartHarvest Portfolios is an SEC-registered investment adviser providing customized direct indexing portfolios of individual stocks designed to track index exposure while seeking improved after-tax outcomes through tax-loss harvesting and other tax management techniques. Built for advisor partners and taxable clients, the platform supports portfolio transitions and concentrated-stock diversification, with an advisor portal, performance reporting, and optional white-label reporting/content.
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Owner & Executives
KYLE JACOB LUNDE
Chief Compliance Officer, Managing Member
- CRD
- #6162508
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $348,143,481 | $1,365,269 |
| Non-Discretionary | $0 | -- |
| Total | $348,143,481 | $1,365,269 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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