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Smith, Moore & Co.

SEC CIK
0000200724
Latest filing
Aug 12, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Jan 23, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
526
+3 vs. Q3 2025
Portfolio value
$1.32B
+$17.1M (+1.3%) vs. Q3 2025
Filed
Jan 23, 2026
SEC
Holdings of Smith, Moore & Co. in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core S&P 500 ETF464287200ETF108,101$74.0M5.6%+170.0%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF188,350$63.1M4.8%+1,341+0.7%Added–
iShares S&P 500 Value ETF464287408ETF200,090$42.4M3.2%+2,303+1.2%Added–
Bondbloxx ETF Trust09789C861BLOOMBERG ONE YR799,806$39.7M3.0%+58,673+7.9%Added–
AAPLApple Inc.Stock144,983$39.4M3.0%−8,009−5.2%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF59,895$36.1M2.7%−386−0.6%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF74,169$35.1M2.7%+110+0.1%Added–
SPYSPDR S&P 500 ETF TrustETF45,197$30.8M2.3%−8,797−16.3%ReducedHistory
iShares Core S&P Small Cap ETF464287804ETF213,726$25.7M1.9%+3,979+1.9%Added–
Vanguard Dividend Appreciation ETF921908844ETF87,953$19.3M1.5%+1,914+2.2%Added–
Tidal Trust I886364231FUND GRAN US ETF771,453$19.1M1.4%+20,252+2.7%Added–
Invesco QQQ Trust Series I46090E103ETF28,884$17.7M1.3%+869+3.1%Added–
Capital Group Dividend Value14020W106SHS CREAT UNIT404,184$17.6M1.3%+62,998+18.5%Added–
Vanguard Ftse Developed Markets ETF921943858ETF278,444$17.4M1.3%+6,641+2.4%Added–
iShares Core S&P Mid-Cap ETF464287507ETF255,607$16.9M1.3%+9,663+3.9%Added–
NVDANVIDIA CorpStock84,913$15.8M1.2%−5,766−6.4%ReducedHistory
iShares Russell 2000 ETF464287655ETF62,921$15.5M1.2%−532−0.8%Reduced–
ProShares Tr74348A467S&P 500 DV ARIST148,623$15.5M1.2%+740.0%Added–
PIMCO ETF Tr72201R585MULTISECTOR BD578,041$15.4M1.2%+27,089+4.9%Added–
Capital Group Growth ETF14020G101SHS CREAT UNIT313,016$13.9M1.1%+48,551+18.4%Added–
J P Morgan Exchange Traded F46641Q159INCOME ETF299,656$13.9M1.0%+6,147+2.1%Added–
First Trust Rising Dividend Achievers ETF33738R506ETF195,266$13.6M1.0%+16,860+9.5%Added–
MSFTMicrosoft CorpStock26,269$12.7M1.0%−824−3.0%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT65,140$12.5M0.9%+33,281+104.5%Added–
Vanguard S&P 500 ETF922908363ETF18,108$11.4M0.9%−27−0.1%Reduced–
Capital Group Core Balanced14021D107SHS307,520$10.9M0.8%+62,039+25.3%Added–
Vanguard Ftse Emerging Markets ETF922042858ETF183,622$9.87M0.7%+5,760+3.2%Added–
VanEck ETF Trust92189F106GOLD MINERS ETF110,801$9.50M0.7%+182+0.2%Added–
Janus Detroit STR Tr47103U845HENDRSON AAA CL182,818$9.25M0.7%−8,490−4.4%Reduced–
GOOGLAlphabet Inc.Stock28,804$9.02M0.7%−883−3.0%ReducedHistory
AMZNAmazon Com IncStock38,700$8.93M0.7%−2,715−6.6%ReducedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE68,301$7.77M0.6%+768+1.1%Added–
American Centy ETF Tr025072802INTL SMCP VLU82,072$7.71M0.6%+3,668+4.7%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF230,836$7.53M0.6%+514+0.2%Added–
iShares Tr464288869MICRO-CAP ETF47,647$7.51M0.6%+780+1.7%Added–
T Rowe Price Exchange-Traded87283Q834INTL EQUITY ETF208,646$7.20M0.5%+56,422+37.1%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF106,801$7.18M0.5%−1,797−1.7%Reduced–
Vanguard Whitehall FDS921946810INTL DVD ETF78,315$7.16M0.5%−1,799−2.2%Reduced–
PGProcter & Gamble CoStock47,625$6.83M0.5%+9,637+25.4%AddedHistory
SLViShares Silver TrustETF101,930$6.57M0.5%+11,128+12.3%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF13,290$6.48M0.5%−27−0.2%Reduced–
iShares Core Dividend Growth ETF46434V621ETF92,710$6.44M0.5%+1,061+1.2%Added–
ProShares Tr74347B680S&P MDCP 400 DIV76,296$6.43M0.5%−1,662−2.1%Reduced–
First Tr Exchange Traded FD33738R704RBA INDL ETF65,154$6.41M0.5%+118+0.2%Added–
ABBVAbbVie Inc.Stock27,602$6.31M0.5%−1,502−5.2%ReducedHistory
WMTWalmart Inc.Stock56,398$6.28M0.5%−1,277−2.2%ReducedHistory
METAMeta Platforms, Inc.Stock9,369$6.18M0.5%−181−1.9%ReducedHistory
CATCaterpillar IncStock10,761$6.16M0.5%−473−4.2%ReducedHistory
LLYEli Lilly & CoStock5,716$6.14M0.5%−449−7.3%ReducedHistory
Schwab US Dividend Equity ETF808524797ETF213,662$5.86M0.4%−68,685−24.3%Reduced–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT168,956$5.85M0.4%+4,171+2.5%Added–
GLDSPDR Gold TrustETF14,435$5.72M0.4%+124+0.9%AddedHistory
JPMJPMorgan Chase & CoStock17,623$5.68M0.4%−1,050−5.6%ReducedHistory
XOMExxonMobil Holdings CorpCOM47,142$5.67M0.4%−3,818−7.5%ReducedHistory
WisdomTree Tr97717W281EMG MKTS SMCAP92,756$5.31M0.4%+3,241+3.6%Added–
iShares Tr46434V860TRS FLT RT BD102,718$5.18M0.4%+22,044+27.3%Added–
Vanguard Morningstar Mid-Cap ETF922908629ETF17,858$5.18M0.4%+889+5.2%Added–
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT90,839$5.05M0.4%+7,644+9.2%Added–
Capital Group Core Equity Et14020V108SHS CREAT UNIT123,704$4.98M0.4%−25,026−16.8%Reduced–
VanEck Morningstar Wide Moat ETF92189F643ETF47,273$4.90M0.4%−7,563−13.8%Reduced–
BRK.BBerkshire Hathaway IncStock9,670$4.86M0.4%−269−2.7%ReducedHistory
Tidal Trust III45259A258FUND GRA MID ETF182,293$4.66M0.4%+182,293New–
JNJJohnson & JohnsonStock22,264$4.61M0.3%−1,817−7.5%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF21,500$4.52M0.3%+249+1.2%Added–
Vanguard Information Technology ETF92204A702ETF5,882$4.43M0.3%+639+12.2%Added–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM31,429$4.35M0.3%+994+3.3%Added–
ITWIllinois Tool Works IncStock17,274$4.25M0.3%−397−2.2%ReducedHistory
Pacer US Cash Cows 100 ETF69374H881ETF69,481$4.18M0.3%−31,134−30.9%Reduced–
TSLATesla, Inc.Stock9,138$4.11M0.3%−23−0.3%ReducedHistory
Schwab Strategic Tr808524649MUN BD ETF157,865$4.07M0.3%+64,425+68.9%Added–
Schwab U.S. REIT ETF808524847ETF193,597$4.04M0.3%+16,847+9.5%Added–
GOOGAlphabet Inc.Stock12,670$3.98M0.3%−188−1.5%ReducedHistory
Vanguard Wellington FD921935409US MINIMUM29,816$3.89M0.3%+11,759+65.1%Added–
Franklin Templeton ETF Tr35473P439INCOME FOCUS ETF138,134$3.87M0.3%−2,268−1.6%Reduced–
RBB Fund Trust75526L878FIRS EAGL OV ETF77,709$3.76M0.3%+21,449+38.1%Added–
Schwab U.S. Broad Market ETF808524102ETF136,116$3.57M0.3%+8,796+6.9%Added–
ORCLOracle CorpStock17,834$3.48M0.3%+2,188+14.0%AddedHistory
Simplify Exchange Traded Fun82889N764HEDGED EQUITY106,626$3.42M0.3%−52,870−33.1%Reduced–
ProShares Tr74347B698RUSS 2000 DIVD50,028$3.31M0.2%−2,412−4.6%Reduced–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF56,793$3.30M0.2%−7,453−11.6%Reduced–
MRKMerck & Co., Inc.Stock30,539$3.21M0.2%+6,925+29.3%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF32,061$3.20M0.2%−360−1.1%Reduced–
iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0ETF130,272$3.16M0.2%+8,629+7.1%Added–
EMREmerson Electric CoStock23,435$3.11M0.2%−3,318−12.4%ReducedHistory
VVisa Inc.Stock8,600$3.02M0.2%−1,099−11.3%ReducedHistory
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF32,614$2.98M0.2%−2,125−6.1%Reduced–
iShares Tr464287622RUS 1000 ETF7,924$2.96M0.2%+234+3.0%Added–
AVGOBroadcom Inc.Stock8,477$2.93M0.2%−513−5.7%ReducedHistory
UNPUnion Pacific CorpStock12,638$2.92M0.2%−60−0.5%ReducedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF11,244$2.90M0.2%+497+4.6%Added–
iShares Russell Midcap ETF464287499ETF29,759$2.86M0.2%+1,946+7.0%Added–
SPDR Series Trust78464A607ST STR DOW REIT29,131$2.86M0.2%+150+0.5%Added–
ABTAbbott LaboratoriesStock22,770$2.85M0.2%−812−3.4%ReducedHistory
Global X FDS37954Y632ARTIFICIAL ETF56,013$2.85M0.2%+5,429+10.7%Added–
PSLVSprott Physical Silver TrustPHYSICAL SILVER118,229$2.80M0.2%+2,619+2.3%AddedHistory
iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9ETF113,245$2.75M0.2%+13,031+13.0%Added–
CVXChevron CorpStock18,021$2.75M0.2%−1,168−6.1%ReducedHistory
Invesco Nasdaq 100 ETF46138G649ETF10,573$2.67M0.2%−9,651−47.7%Reduced–
ETNEaton Corp plcStock8,193$2.61M0.2%−362−4.2%ReducedHistory
HDHome Depot, Inc.Stock7,564$2.60M0.2%+95+1.3%AddedHistory

Sold out since Q3 2025 (35)

Positions held at the end of Q3 2025 that are gone from this filing.

Positions of Smith, Moore & Co. sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY108,105$11.3M0.9%–
iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1ETF112,892$2.84M0.2%–
Putnam ETF Trust746729508BDC INCOME ETF41,620$1.32M0.1%–
APDAir Products & Chemicals, Inc.Stock2,831$772.1K0.1%History
MSTRStrategy IncStock1,768$569.7K<0.1%History
RGAReinsurance Group of America IncCOM NEW2,342$450.0K<0.1%History
iShares Tr46435U432IBONDS DEC 2516,701$447.4K<0.1%–
Global X FDS37954Y384CYBRSCURTY ETF12,573$442.5K<0.1%–
KHCKraft Heinz CoStock15,840$412.5K<0.1%History
Janus Detroit STR Tr47103U100HENDERSN CAP ETF5,417$405.1K<0.1%–
Janus Detroit STR Tr47103U209HENDERSN SML ETF4,545$380.0K<0.1%–
EBAYeBay IncCOM3,298$300.0K<0.1%History
GRMNGarmin LtdSHS1,189$292.7K<0.1%History
BABAAlibaba Group Holding LtdADR1,546$276.3K<0.1%History
CMGChipotle Mexican Grill IncCOM6,425$251.8K<0.1%History
Invesco Exchange Traded FD T46137V837DORS WRI MOM ETF2,125$250.8K<0.1%–
LYVLive Nation Entertainment, Inc.COM1,513$247.2K<0.1%History
NOWServiceNow, Inc.Stock266$244.8K<0.1%History
CORTCorcept Therapeutics IncCOM2,867$238.3K<0.1%History
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL4,605$235.1K<0.1%–
IRMIron Mountain IncCOM2,277$232.1K<0.1%History
iShares Tr464288448INTL SEL DIV ETF6,313$230.7K<0.1%–
UPSUnited Parcel Service IncStock2,704$225.9K<0.1%History
WMBWilliams Companies, Inc.COM3,465$219.5K<0.1%History
USFDUS Foods Holding Corp.COM2,815$215.7K<0.1%History
HODLVanEck Bitcoin ETFSH BEN INT6,633$214.7K<0.1%History
ARLPAlliance Resource Partners LPStock8,350$211.1K<0.1%History
XYZBlock, Inc.CL A2,885$208.5K<0.1%History
DLRDigital Realty Trust, Inc.COM1,191$205.9K<0.1%History
TTTrane Technologies plcSHS487$205.4K<0.1%History
iShares MSCI USA Momentum Factor ETF46432F396ETF787$201.8K<0.1%–
CNICanadian National Railway CoStock2,131$201.0K<0.1%History
FFord Motor CoStock11,741$140.4K<0.1%History
NWLNewell Brands Inc.Stock20,994$110.0K<0.1%History
SANASana Biotechnology, Inc.COM11,250$39.9K<0.1%History