Arkolith/Funds/Smith, Moore & Co.

Smith, Moore & Co.

CIK 200724
Holdings as of Jun 30, 2026·disclosed Aug 12, 2026·~43-day 13F lag·13F-HR
Active Filer

Smith, Moore & Co. holds a diversified book of 586 stocks worth $1.5B as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Ishares S&P 500 Value ETF. Their largest long position is Ishares Core S&P 500 ETF at 5% of the equity book.

Opened
174
bought for the first time
Added to
262
already held, bought more
Trimmed
191
sold some, still holds it
Sold out
25
exited the position entirely

Concentration

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
29%
Top 20 holdings
42%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

25% mapped to company sectors

ETF / fund or unclassified
75%
Information Technology
8%
Financials
4%
Industrials
3%
Health Care
2%
Consumer Discretionary
2%
Utilities
1%
Materials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Smith, Moore & Co.

Manager / fundShared namesTheir $ in those
ENVESTNET ASSET MANAGEMENT INC79 / 80$111.6B
LPL Financial LLC79 / 80$110.4B
OSAIC HOLDINGS, INC.79 / 80$21.7B
MORGAN STANLEY78 / 80$565.0B
ROYAL BANK OF CANADA78 / 80$152.2B
RAYMOND JAMES FINANCIAL INC78 / 80$107.0B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO78 / 80$76.3B
Cetera Investment Advisers78 / 80$30.9B

Ranked by how many of Smith, Moore & Co.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

586 positions
#SecurityValueShares% PortLast moveHistory
1Ishares Core S&P 500 ETF
ETF
$84.1M112.3K
5.5%
+2.6%
Added · +3K sh
2Vanguard Total Stock Market ETF
ETF
$70.3M189.9K
4.6%
+0.4%
Added · +785 sh
3Ishares S&P 500 Value ETF
ETF
$44.9M197.7K
2.9%
−0.6%
Reduced · −1K sh
4Bondbloxx Bloomberg One Year Target Duration US Treasury ETF
ETF
$44.8M906.5K
2.9%
+1.1%
Added · +10K sh
5State Street SPDR S&P Midcap 400 ETF Trust
ETF
$42.8M60.8K
2.8%
−1.1%
Reduced · −699 sh
6Apple Inc Com
Stock
$40.6M140.2K
2.6%
−1.7%
Reduced · −2K sh
7Ishares Russell 1000 Growth ETF
ETF
$35.4M284.9K
2.3%
+292%
Added · +212K sh
8State Street SPDR S&P 500 ETF
ETF
$35.0M46.8K
2.3%
+1.2%
Added · +560 sh
9Ishares Core S&P Small Cap ETF
ETF
$32.0M215.8K
2.1%
−0.3%
Reduced · −737 sh
10Invesco QQQ Trust Series I
ETF
$22.8M31.0K
1.5%
+4.6%
Added · +1K sh
11Capital Group Dividend Value ETF
ETF
$22.7M459.9K
1.5%
+6.2%
Added · +27K sh
12Fundstrat Granny Shots US Large Cap ETF
ETF
$22.6M816.1K
1.5%
+4.1%
Added · +32K sh
13Vanguard Dividend Appreciation ETF
ETF
$20.6M86.9K
1.3%
−2.0%
Reduced · −2K sh
14Ishares Core S&P Mid-Cap ETF
ETF
$19.9M258.6K
1.3%
+0.1%
Added · +397 sh
15Vanguard Ftse Developed Markets ETF
ETF
$19.7M277.0K
1.3%
−0.7%
Reduced · −2K sh
16Ishares Russell 2000 ETF
ETF
$19.5M65.0K
1.3%
−2.4%
Reduced · −2K sh
17Proshares S&P 500 Dividend Aristocrats ETF
ETF
$17.3M308.6K
1.1%
+96%
Added · +151K sh
18First Trust Rising Dividend Achievers ETF
ETF
$17.0M210.2K
1.1%
+4.9%
Added · +10K sh
19Nvidia Corporation Com
Stock
$15.7M78.3K
1.0%
−1.6%
Reduced · −1K sh
20Capital Group Growth ETF
ETF
$15.6M330.2K
1.0%
+2.1%
Added · +7K sh
21JPMorgan Income ETF
ETF
$14.8M321.6K
1.0%
+4.6%
Added · +14K sh
22Invesco S&P 500 Equal Weight ETF
ETF
$14.3M67.0K
0.9%
−4.0%
Reduced · −3K sh
23Capital Group Core Balanced ETF
ETF
$12.4M326.9K
0.8%
+3.1%
Added · +10K sh
24Janus Henderson Aaa Clo ETF
ETF
$12.0M236.7K
0.8%
−1.6%
Reduced · −4K sh
25Vanguard Ftse Emerging Markets ETF
ETF
$11.2M186.9K
0.7%
+0.3%
Added · +613 sh
26Vanguard S&P 500 ETF
ETF
$11.2M16.2K
0.7%
+1.9%
Added · +300 sh
27Caterpillar Inc Com
Stock
$11.0M10.3K
0.7%
−2.7%
Reduced · −287 sh
28Vaneck Gold Miners ETF
ETF
$10.6M140.4K
0.7%
−0.8%
Reduced · −1K sh
29Alphabet Inc Cap STK CL A
Stock
$10.3M28.7K
0.7%
−0.2%
Reduced · −63 sh
30Microsoft Corp Com
Stock
$9.8M26.2K
0.6%
−1.5%
Reduced · −410 sh
31Vanguard Information Technology ETF
ETF
$9.6M80.7K
0.6%
12×
Added · +74K sh
32Ishares Micro-Cap ETF
ETF
$9.4M47.0K
0.6%
−1.2%
Reduced · −570 sh
33Amazon Com Inc Com
Stock
$9.4M39.4K
0.6%
+3.5%
Added · +1K sh
34Ishares Silver Trust
ETF
$9.3M173.2K
0.6%
−1.1%
Reduced · −2K sh
35Ishares Core Msci Emerging Markets ETF
ETF
$9.2M111.4K
0.6%
−3.5%
Reduced · −4K sh
36T. Rowe Price International Equity ETF
ETF
$9.0M234.4K
0.6%
+7.9%
Added · +17K sh
37Schwab Municipal Bond ETF
ETF
$8.5M329.9K
0.6%
+41%
Added · +95K sh
38First Trust Rba American Industrial Renaissance ETF
ETF
$8.5M63.5K
0.5%
+7.6%
Added · +4K sh
39Vaneck Junior Gold Miners ETF
ETF
$8.4M85.4K
0.5%
−0.9%
Reduced · −768 sh
40Schwab US Dividend Equity ETF
ETF
$8.1M255.1K
0.5%
+7.3%
Added · +17K sh
41Avantis International Small Cap Value ETF
ETF
$8.0M77.5K
0.5%
−3.7%
Reduced · −3K sh
42Capital Group Global Growth Equity ETF
ETF
$7.9M185.5K
0.5%
+4.8%
Added · +8K sh
43Invesco S&P International Developed Momentum ETF
ETF
$7.7M128.3K
0.5%
+40%
Added · +37K sh
44Fundstrat Granny Shots US Small- & Mid-Cap ETF
ETF
$7.5M237.4K
0.5%
+22%
Added · +43K sh
45Proshares S&P Midcap 400 Dividend Aristocrats ETF
ETF
$7.3M80.0K
0.5%
−2.4%
Reduced · −2K sh
46Ishares Core Dividend Growth ETF
ETF
$7.3M96.2K
0.5%
−1.3%
Reduced · −1K sh
47Vanguard Growth ETF
ETF
$7.3M84.4K
0.5%
+512%
Added · +71K sh
48Ishares Gold Trust
ETF
$7.3M96.3K
0.5%
+0.1%
Added · +61 sh
49Procter & Gamble Co Com
Stock
$7.2M49.2K
0.5%
+5.4%
Added · +3K sh
50Abbvie Inc Com
Stock
$7.2M28.5K
0.5%
−2.5%
Reduced · −718 sh
Showing 50 of 586 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 12, 2026586$1.5B13F-HR
Q1 2026Mar 31, 2026May 5, 2026558$1.4B13F-HR
Q4 2025Dec 31, 2025Jan 23, 2026526$1.3B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025523$1.3B13F-HR
Q2 2025Jun 30, 2025Aug 13, 2025512$1.2B13F-HR
Q1 2025Mar 31, 2025May 15, 2025480$1.1B13F-HR
Q4 2024Dec 31, 2024Feb 13, 2025481$1.1B13F-HR
Q3 2024Sep 30, 2024Nov 12, 2024467$1.0B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.