Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SMITH, MOORE & CO. (CIK 200724) reported $1.37B across 554 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($71.5M, 5.20%), VTI ($60.7M, 4.41%), XONE ($44.4M, 3.23%), IVE ($42.0M, 3.05%), MDY ($37.9M, 2.76%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES CORE S&P 500 ETF | $71.5M | 5.20% | 109,463 | Added |
| 2 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $60.7M | 4.41% | 189,090 | Added |
| 3 | XONE | BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF | $44.4M | 3.23% | 896,693 | Added |
| 4 | IVE | ISHARES S&P 500 VALUE ETF | $42.0M | 3.05% | 198,903 | Trimmed |
| 5 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $37.9M | 2.76% | 61,527 | Added |
| 6 | AAPL | APPLE INC COM | $36.2M | 2.63% | 142,654 | Trimmed |
| 7 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $31.0M | 2.26% | 72,767 | Trimmed |
| 8 | SPY | STATE STREET SPDR S&P 500 ETF | $30.1M | 2.19% | 46,256 | Added |
| 9 | IJR | ISHARES CORE S&P SMALL CAP ETF | $26.9M | 1.96% | 216,568 | Added |
| 10 | VIG | VANGUARD DIVIDEND APPRECIATION ETF | $19.1M | 1.39% | 88,675 | Added |
| 11 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | $18.7M | 1.36% | 784,245 | Added |
| 12 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $18.4M | 1.34% | 432,903 | Added |
| 13 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $17.9M | 1.30% | 278,974 | Added |
| 14 | IJH | ISHARES CORE S&P MID-CAP ETF | $17.4M | 1.27% | 258,250 | Added |
| 15 | QQQ | INVESCO QQQ TRUST SERIES I | $17.1M | 1.24% | 29,633 | Added |
| 16 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $16.7M | 1.21% | 157,530 | Added |
| 17 | IWM | ISHARES RUSSELL 2000 ETF | $16.5M | 1.20% | 66,571 | Added |
| 18 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $15.4M | 1.12% | 589,155 | Added |
| 19 | JPIE | JPMORGAN INCOME ETF | $14.2M | 1.03% | 307,497 | Added |
| 20 | NVDA | NVIDIA CORPORATION COM | $13.9M | 1.01% | 79,615 | Trimmed |
| 21 | RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $13.7M | 1.00% | 200,390 | Added |
| 22 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $13.4M | 0.98% | 69,869 | Added |
| 23 | CGGR | CAPITAL GROUP GROWTH ETF | $13.0M | 0.95% | 323,580 | Added |
| 24 | GDX | VANECK GOLD MINERS ETF | $13.0M | 0.94% | 141,535 | Added |
| 25 | JAAA | JANUS HENDERSON AAA CLO ETF | $12.1M | 0.88% | 240,555 | Added |
Source: SEC Form 13F filings · as of 2026-03-31