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Holders — by stockHoldings — by fund

SMITH, MOORE & CO.

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 200724

$1.54B

disclosed book value

586

positions

5.5%

largest position share

Positions, as of 2026-06-30

top 100 of 586 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1IVVISHARES CORE S&P 500 ETF112,291$84.1M5.5%
2VTIVANGUARD TOTAL STOCK MARKET ETF189,875$70.3M4.6%
3IVEISHARES S&P 500 VALUE ETF197,698$44.9M2.9%
4BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF906,468$44.8M2.9%
5MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST60,828$42.8M2.8%
6AAPLAPPLE INC COM140,230$40.6M2.6%
7IWFISHARES RUSSELL 1000 GROWTH ETF284,924$35.4M2.3%
8SPYSTATE STREET SPDR S&P 500 ETF46,816$35.0M2.3%
9IJRISHARES CORE S&P SMALL CAP ETF215,831$32.0M2.1%
10QQQINVESCO QQQ TRUST SERIES I30,992$22.8M1.5%
11CGDVCAPITAL GROUP DIVIDEND VALUE ETF459,878$22.7M1.5%
12GRNYFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF816,101$22.6M1.5%
13VIGVANGUARD DIVIDEND APPRECIATION ETF86,920$20.6M1.3%
14IJHISHARES CORE S&P MID-CAP ETF258,647$19.9M1.3%
15VEAVANGUARD FTSE DEVELOPED MARKETS ETF277,047$19.7M1.3%
16IWMISHARES RUSSELL 2000 ETF64,986$19.5M1.3%
17NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF308,626$17.3M1.1%
18RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF210,243$17.0M1.1%
19NVDANVIDIA CORPORATION COM78,311$15.7M1%
20CGGRCAPITAL GROUP GROWTH ETF330,248$15.6M1%
21JPIEJPMORGAN INCOME ETF321,603$14.8M1%
22RSPINVESCO S&P 500 EQUAL WEIGHT ETF67,050$14.3M0.9%
23CGBLCAPITAL GROUP CORE BALANCED ETF326,851$12.4M0.8%
24JAAAJANUS HENDERSON AAA CLO ETF236,745$12.0M0.8%
25VWOVANGUARD FTSE EMERGING MARKETS ETF186,905$11.2M0.7%
26VOOVANGUARD S&P 500 ETF16,241$11.2M0.7%
27CATCATERPILLAR INC COM10,324$11.0M0.7%
28GDXVANECK GOLD MINERS ETF140,379$10.6M0.7%
29GOOGLALPHABET INC CAP STK CL A28,718$10.3M0.7%
30MSFTMICROSOFT CORP COM26,161$9.8M0.6%
31VGTVANGUARD INFORMATION TECHNOLOGY ETF80,726$9.6M0.6%
32IWCISHARES MICRO-CAP ETF47,010$9.4M0.6%
33AMZNAMAZON COM INC COM39,366$9.4M0.6%
34SLVISHARES SILVER TRUST173,168$9.3M0.6%
35IEMGISHARES CORE MSCI EMERGING MARKETS ETF111,398$9.2M0.6%
36T. ROWE PRICE INTERNATIONAL EQUITY ETF234,402$9.0M0.6%
37SCMBSCHWAB MUNICIPAL BOND ETF329,854$8.5M0.6%
38AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF63,550$8.5M0.5%
39GDXJVANECK JUNIOR GOLD MINERS ETF85,401$8.4M0.5%
40SCHDSCHWAB US DIVIDEND EQUITY ETF255,090$8.1M0.5%
41AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF77,457$8.0M0.5%
42CGGOCAPITAL GROUP GLOBAL GROWTH EQUITY ETF185,514$7.9M0.5%
43IDMOINVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF128,251$7.7M0.5%
44FUNDSTRAT GRANNY SHOTS US SMALL- & MID-CAP ETF237,384$7.5M0.5%
45REGLPROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF80,021$7.3M0.5%
46DGROISHARES CORE DIVIDEND GROWTH ETF96,160$7.3M0.5%
47VUGVANGUARD GROWTH ETF84,410$7.3M0.5%
48IAUISHARES GOLD TRUST96,279$7.3M0.5%
49PGPROCTER & GAMBLE CO COM49,162$7.2M0.5%
50ABBVABBVIE INC COM28,543$7.2M0.5%
51LLYELI LILLY & CO COM5,912$7.1M0.5%
52VIGIVANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF75,500$7.1M0.5%
53EXXONMOBIL HOLDINGS CORP COM SHS47,375$6.5M0.4%
54SPMOINVESCO S&P 500 MOMENTUM ETF39,695$6.4M0.4%
55VBILVANGUARD 0-3 MONTH TREASURY BILL ETF82,836$6.3M0.4%
56WMTWALMART INC COM54,143$6.1M0.4%
57DGSWISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND84,547$6.1M0.4%
58FIRST EAGLE OVERSEAS EQUITY ETF114,523$6.1M0.4%
59JNJJOHNSON & JOHNSON COM23,180$5.9M0.4%
60SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF171,082$5.8M0.4%
61VOVANGUARD MID-CAP ETF71,662$5.8M0.4%
62JPMJPMORGAN CHASE & CO COM17,284$5.7M0.4%
63VTVVANGUARD VALUE ETF25,749$5.6M0.4%
64XMMOINVESCO S&P MIDCAP MOMENTUM ETF31,751$5.4M0.4%
65TFLOISHARES TREASURY FLOATING RATE BOND ETF105,496$5.3M0.3%
66GLDSPDR GOLD SHARES14,268$5.3M0.3%
67METAMETA PLATFORMS INC CL A9,304$5.2M0.3%
68IWDISHARES RUSSELL 1000 VALUE ETF21,582$5.2M0.3%
69BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW10,372$5.2M0.3%
70MOATVANECK MORNINGSTAR WIDE MOAT ETF48,556$5.0M0.3%
71SCHHSCHWAB U.S. REIT ETF210,944$5.0M0.3%
72VANGUARD U.S. MINIMUM VOLATILITY ETF34,380$4.8M0.3%
73ITWILLINOIS TOOL WKS INC COM17,276$4.7M0.3%
74CGUSCAPITAL GROUP CORE EQUITY ETF104,816$4.7M0.3%
75PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND167,347$4.4M0.3%
76TSLATESLA INC COM10,087$4.2M0.3%
77GOOGALPHABET INC CAP STK CL C11,966$4.2M0.3%
78PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF54,810$4.2M0.3%
79AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF62,940$4.1M0.3%
80IWRISHARES RUSSELL MIDCAP ETF36,616$4.0M0.3%
81INCMFRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF139,230$4.0M0.3%
82COWZPACER US CASH COWS 100 ETF64,281$4.0M0.3%
83JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF64,288$4.0M0.3%
84GLWCORNING INC COM15,343$3.9M0.3%
85SCHBSCHWAB U.S. BROAD MARKET ETF134,510$3.9M0.3%
86UNPUNION PAC CORP COM13,742$3.7M0.2%
87IEFAISHARES CORE MSCI EAFE ETF38,324$3.7M0.2%
88AGGISHARES CORE U.S. AGGREGATE BOND ETF36,802$3.6M0.2%
89VBVANGUARD SMALL-CAP ETF11,228$3.4M0.2%
90PGIM S&P 500 BUFFER 20 ETF - MARCH105,904$3.4M0.2%
91IWBISHARES RUSSELL 1000 ETF8,202$3.4M0.2%
92IGMISHARES EXPANDED TECH SECTOR ETF20,381$3.3M0.2%
93SIMPLIFY HEDGED EQUITY ETF99,368$3.3M0.2%
94RWRSTATE STREET SPDR DOW JONES REIT ETF29,387$3.3M0.2%
95GEVGE VERNOVA INC COM2,811$3.3M0.2%
96EMREMERSON ELEC CO COM22,685$3.2M0.2%
97CIBRFIRST TRUST NASDAQ CYBERSECURITY ETF35,468$3.2M0.2%
98AVGOBROADCOM INC COM8,251$3.1M0.2%
99SPSBSTATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF102,782$3.1M0.2%
100MRKMERCK & CO INC COM23,976$3.1M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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