Fund HoldingsSmith Thornton Advisors LLC

Total Portfolio Value
$226.96M
Total Bought
$79.19M
Total Sold
$56.28M
Net Transaction
+$22.91M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
0254,612+254,612012,4915.50%+12,491
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
0223,806+223,806010,3624.57%+10,362
VICTORY PORTFOLIOS II
CORE BD ETF
0152,724+152,72407,0653.11%+7,065
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
0174,374+174,37406,9683.07%+6,968
SPDR INDEX SHS FDS
ST STR PO EX ETF
0132,394+132,39406,5482.89%+6,548
CAPITAL GROUP EQUITY ETF TR
US SM MI CA ETF
0145,026+145,02604,6862.06%+4,686
VANECK ETF TRUST
IG FLOA RATE ETF
0133,885+133,88503,4231.51%+3,423
CAPITAL GRP FIXED INCM ETF T
MUN INM ETF
060,210+60,21001,6490.73%+1,649
APPLE INC(AAPL)016,288+16,28805,1682.28%+5,168
CAPITAL GRP FIXED INCM ETF T
SHOR DUR MUN ETF
059,890+59,89001,5790.70%+1,579
ISHARES TR52,59057,271+4,6815,1136,2872.77%+1,174
GLOBE LIFE INC21,38922,514+1,1252,9774,0211.77%+1,045
ALPHABET INC(GOOG)016,879+16,87905,9502.62%+5,950
ISHARES TR08,043+8,04306,0532.67%+6,053
INVESCO QQQ TR05,863+5,86304,1731.84%+4,173
ISHARES TR
CORE DIV GRWTH
69,46674,995+5,5294,8755,7902.55%+915
CAPITAL GROUP CORE EQUITY ET
SHS CREAT UNIT
018,392+18,39208170.36%+817
ISHARES INC
MSCI EMRG CHN
34,28837,230+2,9422,6973,5091.55%+812
JPMORGAN CHASE & CO(JPM)06,600+6,60002,2080.97%+2,208
SELECT SECTOR SPDR TR
ST STR UTIL ETF
017,196+17,19607860.35%+786
SCHWAB STRATEGIC TR107,153111,834+4,6813,1163,8381.69%+722
NVIDIA CORPORATION(NVDA)010,791+10,79102,1960.97%+2,196
HUMANA INC(HUM)02,819+2,81901,1450.50%+1,145
MICROSOFT CORP(MSFT)09,587+9,58703,7481.65%+3,748
ELI LILLY & CO(LLY)01,189+1,18901,4050.62%+1,405
META PLATFORMS INC(META)05,274+5,27403,4641.53%+3,464
REGIONS FINANCIAL CORP NEW(RF)0104,812+104,81203,2571.43%+3,257
SELECT SECTOR SPDR TR
ST STR TECHN ETF
02,770+2,77005020.22%+502
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
131,303141,546+10,2436,6417,1303.14%+488
CISCO SYS INC(CSCO)10,87510,927+528441,3030.57%+459
INTERNATIONAL BUSINESS MACHS(IBM)05,810+5,81001,6860.74%+1,686
PIMCO ETF TR
ENHAN SHRT MA AC
51,76156,181+4,4205,2065,6482.49%+443
AMAZON COM INC(AMZN)7,5408,093+5531,5702,0010.88%+431
KIMBERLY-CLARK CORP(KMB)03,683+3,68304060.18%+406
CATERPILLAR INC(CAT)8961,080+1846351,0060.44%+371
SELECT SECTOR SPDR TR
ST STR FINL ETF
06,562+6,56203680.16%+368
NUCOR CORP(NUE)01,498+1,49803490.15%+349
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
23,89824,631+7332,6472,9911.32%+344
CAPITAL GROUP CORE BALANCED
SHS
42,98648,796+5,8101,4791,8220.80%+343
BANK OF AMER CORP027,801+27,80101,6540.73%+1,654
ORACLE CORP(ORCL)02,266+2,26602980.13%+298
PACER FDS TR
US CASH COWS 100
45,40948,616+3,2072,8413,1371.38%+296
CAPITAL GRP FIXED INCM ETF T
CORE PLUS INCM
264,820281,071+16,2515,9166,2122.74%+296
INTEL CORP(INTC)4,9364,93602185090.22%+291
APPLIED MATLS INC1,2411,24104247140.31%+290
TJX COS INC NEW(TJX)01,887+1,88702840.13%+284
GE VERNOVA INC(GEV)0257+25702680.12%+268
CUMMINS INC(CMI)0393+39302610.12%+261
BROADCOM INC(AVGO)02,519+2,51909670.43%+967
EATON CORP PLC(ETN)0565+56502280.10%+228
NOVO-NORDISK A S(NVO)04,615+4,61502270.10%+227
RTX CORPORATION(RTX)01,148+1,14802250.10%+225
BOEING CO(BA)01,004+1,00402160.10%+216
PHILIP MORRIS INTL INC(PM)01,182+1,18202130.09%+213
ABBVIE INC(ABBV)0852+85202110.09%+211
NORFOLK SOUTHN CORP(NSC)0643+64302110.09%+211
TEXAS INSTRS INC(TXN)0696+69602080.09%+208
ISHARES TR0705+70502070.09%+207
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTOR MI
02,789+2,78902060.09%+206
TESLA INC(TSLA)03,781+3,78101,4930.66%+1,493
LAM RESEARCH CORP(LRCX)1,6001,60003425280.23%+186
STATE STR SPDR S&P 500 ETF T(SPY)01,854+1,85401,3890.61%+1,389
VANGUARD INDEX FDS02,443+2,44301,6820.74%+1,682
ISHARES TR21,50521,50501,4521,6180.71%+166
STARBUCKS CORP(SBUX)4,8105,514+7044315920.26%+161
QUALCOMM INC(QCOM)03,238+3,23805960.26%+596
SCHWAB CHARLES CORP(SCHW)4,9115,710+7994625850.26%+123
COCA COLA CO(KO)22,81422,036-7781,7351,8570.82%+122
SERVISFIRST BANCSHARES INC(SFBS)16,15515,155-1,0001,1771,2870.57%+110
CITIGROUP INC(C)3,9053,920+154435520.24%+109
PROCTER & GAMBLE CO(PG)5,9006,476+5768529610.42%+109
ASML HLDG NV
N Y REGISTRY SHS
26326303474540.20%+107
GLOBAL PMTS INC(GPN)011,060+11,06008500.37%+850
ISHARES TR3,2253,22506117090.31%+97
JOHNSON & JOHNSON(JNJ)4,1814,330+1491,0221,1160.49%+94
BERKSHIRE HATHAWAY INC DEL03,168+3,16801,5740.69%+1,574
SOUTHERN CO(SO)17,60818,469+8611,6991,7820.79%+82
VICTORY PORTFOLIOS II
VCSHS US 500 VOL
9,8939,89309059830.43%+78
WELLS FARGO & CO(WFC)09,478+9,47808310.37%+831
MERCK & CO INC(MRK)4,4354,908+4735346090.27%+75
VANGUARD INDEX FDS8815,286+4,4053854550.20%+71
ISHARES INC
CORE MSCI EMKT
7,4347,43405195830.26%+65
VANGUARD INDEX FDS2,6022,60205656290.28%+64
UNITED CMNTY BKS BLAIRSVLE G(UCB)13,65213,65204304850.21%+55
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,1882,18804204690.21%+49
VANECK ETF TRUST
MRNGSTR WDE MOAT
4,9684,96804805290.23%+48
STATE STR SPDR DOW JONES IND(DIA)77977903614090.18%+48
VANGUARD INDEX FDS1,2361,23603243660.16%+42
VANGUARD INDEX FDS2,2982,29804234650.20%+41
DOMINION ENERGY INC(D)3,5133,573+602172530.11%+36
VICTORY PORTFOLIOS II
VCSHS US EQ INCM
8,2548,186-685906230.27%+34
DEERE & CO(DE)600633+333383710.16%+33
VICTORY PORTFOLIOS II
VCSHS US LRG CAP
14,85514,344-5111,1071,1390.50%+32
ISHARES TR
CORE MSCI EAFE
7,2247,120-1046546850.30%+31
VANGUARD INDEX FDS1,2761,27602502800.12%+30
VANGUARD ADMIRAL FDS INC2,0002,00002292550.11%+26
BHP BILLITON LIMITED2,8002,730-702042220.10%+18
VANGUARD INTL EQUITY INDEX F2,5002,50003643800.17%+16
MGE ENERGY INC(MGEE)2,8352,83502192330.10%+14
INVESCO EXCH TRADED FD TR II3,6123,61202642760.12%+12
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