Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Smith Anglin Financial, LLC 13F Holdings -- Portfolio & Top Positions (2025-06-30)

Smith Anglin Financial, LLC (CIK 1553540) reported $1.10B across 209 reported positions in its SEC 13F filing for 2025-06-30. Largest positions: QGRW ($178.4M, 16.15%), VFLO ($96.2M, 8.71%), WTV ($96.2M, 8.71%), DGRO ($93.8M, 8.49%), GFLW ($76.5M, 6.93%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1QGRWWISDOMTREE TR$178.4M16.15%3.4MNew
2VFLOVICTORY PORTFOLIOS II$96.2M8.71%2.7MAdded
3WTVWISDOMTREE TR$96.2M8.71%1.1MNew
4DGROISHARES TR$93.8M8.49%1.5MAdded
5GFLWVICTORY PORTFOLIOS II$76.5M6.93%2.9MAdded
6FYLDCAMBRIA ETF TR$51.1M4.63%1.7MAdded
7EYLDCAMBRIA ETF TR$42.3M3.83%1.2MTrimmed
8TLHISHARES TR$41.0M3.71%403,125Added
9WCBRWISDOMTREE TR$32.3M2.92%1.0MTrimmed
10IVWISHARES TR$27.4M2.48%248,802Added
11SPYSPDR S&P 500 ETF TR$23.1M2.09%37,369Trimmed
12AAPLAPPLE INC$22.7M2.05%110,455Added
13VOOVANGUARD INDEX FDS$17.0M1.54%29,929Trimmed
14VIGVANGUARD SPECIALIZED FUNDS$16.0M1.45%78,064Trimmed
15SGOVISHARES TR$14.7M1.33%145,914Trimmed
16IVEISHARES TR$13.8M1.25%70,623Added
17AVUSAMERICAN CENTY ETF TR$11.6M1.05%114,933Trimmed
18XMMOINVESCO EXCHANGE TRADED FD T$11.3M1.02%87,802Added
19RYTINVESCO EXCHANGE TRADED FD T$10.8M0.97%264,096Added
20NVDANVIDIA CORPORATION$10.7M0.97%68,013Trimmed
21AMZNAMAZON COM INC$9.9M0.90%45,170Added
22MDYSPDR S&P MIDCAP 400 ETF TR$7.4M0.67%13,071Trimmed
23MOATVANECK ETF TRUST$7.3M0.66%77,592Trimmed
24IVVISHARES TR$7.2M0.65%11,604Trimmed
25MSFTMICROSOFT CORP$6.9M0.63%13,924Trimmed

Source: SEC Form 13F filings · as of 2025-06-30