Fund Holdings — SMITH, MOORE & CO.

Total Portfolio Value
$1.37B
Total Bought
$121.14M
Total Sold
$58.00M
Net Transaction
+$63.13M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES GOLD TRUST(IAU)096,218+96,21808,4830.62%+8,483
ISHARES SILVER TRUST(SLV)101,930175,092+73,1626,56611,9310.87%+5,364
BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF
BLOOMBERG ONE YR
799,806896,693+96,88739,73544,4043.23%+4,669
VANGUARD 0-3 MONTH TREASURY BILL ETF4,38057,216+52,8363304,3280.31%+3,998
VANECK GOLD MINERS ETF
GOLD MINERS ETF
110,801141,535+30,7349,50312,9890.94%+3,485
PGIM S&P 500 BUFFER 20 ETF - MARCH
S&P 500 BUFFER
097,310+97,31002,9500.21%+2,950
JANUS HENDERSON AAA CLO ETF
HENDRSON AAA CL
182,818240,555+57,7379,24712,1170.88%+2,870
FIRST TRUST GROWTH STRENGTH ETF24,61782,103+57,4862,4715,2000.38%+2,729
VANECK JUNIOR GOLD MINERS ETF
JUNIOR GOLD MINE
68,30186,169+17,8687,77110,3440.75%+2,572
EXXON MOBIL CORP COM47,14246,906-2365,6737,9580.58%+2,285
VANGUARD VALUE ETF12,87324,062+11,1892,4594,7210.34%+2,262
SCHWAB MUNICIPAL BOND ETF157,865234,570+76,7054,0675,9770.43%+1,910
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST(MDY)59,89561,527+1,63236,13437,9472.76%+1,814
GRAYSCALE BITCOIN TRUST ETF(GBTC)11,21648,061+36,8457672,5360.18%+1,769
GLOBAL X DEFENSE TECH ETF
DEFENSE TECH ETF
13,68233,529+19,8478862,3750.17%+1,489
SCHWAB US DIVIDEND EQUITY ETF213,662237,834+24,1725,8617,2970.53%+1,436
JANUS HENDERSON B-BBB CLO ETF
B-BBB CLO ETF
029,320+29,32001,3660.10%+1,366
CATERPILLAR INC COM(CAT)10,76110,611-1506,1647,5170.55%+1,353
FIRST EAGLE OVERSEAS EQUITY ETF
FIRS EAGL OV ETF
77,709100,855+23,1463,7585,0890.37%+1,331
ISHARES CORE S&P SMALL CAP ETF213,726216,568+2,84225,68626,9221.96%+1,236
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
S&P 500 DV ARIST
148,623157,530+8,90715,46716,7001.21%+1,233
CHEVRON CORPORATION COM(CVX)18,02118,973+9522,7473,9250.29%+1,179
EL PASO ENERGY CAP TR I PFD CV TR SEC 28(KMI)020,293+20,29301,0300.07%+1,030
CORNING INC COM(GLW)14,71817,037+2,3191,2892,3170.17%+1,028
ISHARES RUSSELL 2000 ETF62,92166,571+3,65015,48916,5101.20%+1,021
FIDELITY EMERGING MARKETS MULTIFACTOR ETF032,125+32,12501,0140.07%+1,014
ALGER AI ENABLERS & ADOPTERS ETF12,12942,978+30,8494381,4200.10%+982
INVESCO S&P 500 EQUAL WEIGHT ETF
S&P500 EQL WGT
65,14069,869+4,72912,47813,4090.98%+931
ONEOK INC NEW COM(OKE)27,73932,259+4,5202,0392,9160.21%+877
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
24,94434,307+9,3632,2313,1060.23%+874
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
106,801115,379+8,5787,1798,0480.59%+869
BLACKROCK INC COM(BLK)0862+86208290.06%+829
JOHNSON & JOHNSON COM(JNJ)22,26422,201-634,6085,4270.39%+819
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
ISHARES US EQUIT
10,65524,871+14,2166481,4470.11%+799
CAPITAL GROUP DIVIDEND VALUE ETF
SHS CREAT UNIT
404,184432,903+28,71917,63918,4161.34%+777
GRANITESHARES GOLD SHARES(BAR)30,56544,799+14,2341,2992,0670.15%+768
ABRDN PHYSICAL SILVER SHARES ETF010,324+10,32407390.05%+739
AVANTIS INTERNATIONAL LARGE CAP VALUE ETF3,21712,439+9,2222299310.07%+702
AMPLIFY CYBERSECURITY ETF08,888+8,88806670.05%+667
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
S&P MDCP 400 DIV
76,29681,953+5,6576,4267,0820.52%+656
VANGUARD U.S. MINIMUM VOLATILITY ETF29,81634,041+4,2253,8874,5350.33%+648
GE VERNOVA INC COM(GEV)2,7402,793+531,7912,4380.18%+647
PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF
RUSS 2000 DIVD
50,02856,939+6,9113,3063,9170.28%+611
JPMORGAN INTERNATIONAL VALUE ETF
JPMORGAN INTL VL
07,067+7,06706050.04%+605
DOW HLDGS INC COM(DOW)014,046+14,04605850.04%+585
HORIZON KINETICS INFLATION BENEFICIARIES ETF
HORI KI INFL ETF
011,192+11,19205830.04%+583
ISHARES CORE S&P MID-CAP ETF255,607258,250+2,64316,87017,4401.27%+570
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
32,61232,782+1701,4582,0080.15%+550
PHILLIPS 66 COM(PSX)9,6649,773+1091,2471,7800.13%+533
GLOBAL X U.S. ELECTRIFICATION ETF
U S ELECT ETF
33,40846,359+12,9519711,4910.11%+520
SANDISK CORP COM(SNDK)0800+80005080.04%+508
CONSTELLATION ENERGY CORP COM(CEG)01,772+1,77204950.04%+495
JPMORGAN U.S. QUALITY FACTOR ETF
US QUALTY FCTR
26,18935,012+8,8231,6552,1470.16%+492
THE CIGNA GROUP COM(CI)01,813+1,81304840.04%+484
VANGUARD FTSE DEVELOPED MARKETS ETF278,444278,974+53017,39417,8771.30%+482
PUTNAM FOCUSED LARGE CAP VALUE ETF8,79618,801+10,0054018720.06%+472
HARBOR LONG-TERM GROWERS ETF
LONG TERM GROWER
016,523+16,52304580.03%+458
ISHARES RUSSELL MIDCAP ETF29,75934,142+4,3832,8653,3200.24%+455
VALERO ENERGY CORP COM(VLO)5,5585,502-569051,3590.10%+455
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
ST SHOR CORP ETF
81,83297,081+15,2492,4712,9190.21%+448
MATADOR RES CO COM(MTDR)07,077+7,07704470.03%+447
WALMART INC COM(WMT)56,39854,112-2,2866,2836,7250.49%+442
CONOCOPHILLIPS COM(COP)10,00710,414+4079371,3750.10%+438
PIMCO DYNAMIC INCOME STRATEGY COM SHS BEN INT(PDX)79,82287,566+7,7441,4991,9320.14%+433
ISHARES CORE U.S. AGGREGATE BOND ETF32,06136,604+4,5433,2023,6340.26%+431
SPDR GOLD SHARES(GLD)14,43514,285-1505,7216,1470.45%+426
BNY MELLON DYNAMIC VALUE ETF
DYNAMIC VALUE
50,83064,038+13,2081,4751,8990.14%+424
PUTNAM FOCUSED LARGE CAP GROWTH ETF7,60918,919+11,3103407620.06%+423
APTARGROUP INC COM03,270+3,27004120.03%+412
UNION PAC CORP COM(UNP)12,63813,708+1,0702,9233,3260.24%+402
GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF
DATA CTR DIG ETF
10,34725,869+15,5222186200.05%+402
ISHARES CORE DIVIDEND GROWTH ETF
CORE DIV GRWTH
92,71097,415+4,7056,4366,8370.50%+401
SCHWAB U.S. REIT ETF193,597206,643+13,0464,0444,4410.32%+397
OMNICOM GROUP INC COM(OMC)05,196+5,19603910.03%+391
AMGEN INC COM(AMGN)5,1845,882+6981,6972,0690.15%+373
PGIM AAA CLO ETF
AAA CLO ETF
07,179+7,17903670.03%+367
ENBRIDGE INC COM(ENB)46,20047,566+1,3662,2102,5750.19%+366
F/M US TREASURY 3 MONTH BILL FUND
F/M US TREASURY
07,300+7,30003640.03%+364
AMCOR PLC COM NEW
COM NEW
09,000+9,00003580.03%+358
AIR PRODUCTS AND CHEMICALS INC COM01,230+1,23003570.03%+357
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
NASDQ CLN EDGE
3,7055,648+1,9435679240.07%+357
FIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND
DJ GLBL DIVID
010,769+10,76903440.03%+344
VALARIS LTD CL A(VAL)03,494+3,49403430.02%+343
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND(WT)92,75694,023+1,2675,3095,6510.41%+341
GRAYSCALE BITCOIN MINI TRUST ETF(BTC)010,969+10,96903290.02%+329
FIRST TRUST EUROPE ALPHADEX FUND
EUROPE ALPHADEX
14,10719,836+5,7297581,0830.08%+325
NORTHROP GRUMMAN CORP COM(NOC)0473+47303230.02%+323
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF82,07280,411-1,6617,7128,0300.58%+318
TRANSOCEAN LTD REGISTERED SHS(RIG)047,561+47,56103150.02%+315
WHEATON PRECIOUS METALS CORP COM(WPM)1,7053,905+2,2002005120.04%+311
AT&T INC COM(T)71,87772,246+3691,7852,0940.15%+309
T. ROWE PRICE INTERNATIONAL EQUITY ETF
INTL EQUITY ETF
208,646217,229+8,5837,1987,5030.55%+305
VERTIV HOLDINGS CO COM CL A(VRT)3,8563,693-1636259250.07%+301
JPMORGAN INCOME ETF
INCOME ETF
299,656307,497+7,84113,87114,1661.03%+295
ACCENTURE PLC IRELAND SHS CLASS A
SHS CLASS A
01,480+1,48002940.02%+294
HONEYWELL INTL INC COM(HON)8,5928,680+881,6761,9620.14%+286
TEXAS PACIFIC LAND CORPORATION COM(TPL)0599+59902840.02%+284
SLB LIMITED COM STK(SLB)21,42621,429+38221,1010.08%+279
FEDEX CORP COM(FDX)4,6694,570-991,3491,6280.12%+279
OAKMARK U.S. LARGE CAP ETF
OAKMARK U S LRG
010,069+10,06902780.02%+278
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SMITH, MOORE & CO. — 13F Holdings — Q1 2026 | TickerTrail