Smith, Moore &
$1.5B 13F equity value
609 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Smith, Moore & covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 112,291 | $84M | 5.5% |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 189,875 | $70M | 4.6% |
| IVE | ISHARES S&P 500 VALUE ETF | 197,698 | $45M | 2.9% |
| XONE | BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF | 906,468 | $45M | 2.9% |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | 60,828 | $43M | 2.8% |
| AAPL | APPLE INC COM | 140,230 | $41M | 2.6% |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 284,924 | $35M | 2.3% |
| SPY | STATE STREET SPDR S&P 500 ETF | 46,816 | $35M | 2.3% |
| IJR | ISHARES CORE S&P SMALL CAP ETF | 215,831 | $32M | 2.1% |
| QQQ | INVESCO QQQ TRUST SERIES I | 30,992 | $23M | 1.5% |
Track Smith, Moore &'s 13F portfolio: $1.5B in reported holdings, 609 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}