13F Insight
DOSSIER · 13F-HR · Q1 2026

SMITH, MOORE & CO.

SMITH, MOORE &'s family office based in New York, NY — $1.4B in tracked AUM across 558 positions as of Q1 2026.

SM
SMITH, MOORE &·New York, NY·Family Office
CIK 0000200724 · last filed Mar 31, 2026
Total AUM
$1.4B
▲ 10.4%
vs prior
Holdings
558
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
20% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Comprehensive 13F Analysis: Smith, Moore & Co.
1. Portfolio Overview

Smith, Moore & Co. has reported a significant expansion in assets under management, with the total portfolio value surging by 117.7% from approximately $607.5 million to $1.32 billion during the quarter ending December 31, 2025. This dramatic growth in portfolio value coincides with a highly active trading period. The firm manages a diversified portfolio of 526 holdings, yet the turnover strategy appears ...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES CORE S&P 500 ETF
$72M109K5.2%
02
VTI
VANGUARD TOTAL STOCK MARKET ETF
$61M189K4.4%
03
XONE
BONDBLOXX BLOOMBERG ONE YEAR TARGET DURATION US TREASURY ETF
$44M897K3.2%
04
IVE
ISHARES S&P 500 VALUE ETF
$42M199K3.1%
05
MDY
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
$38M62K2.8%
06
AAPL
APPLE INC COM
$36M143K2.6%
07
IWF
ISHARES RUSSELL 1000 GROWTH ETF
$31M73K2.3%
08
SPY
STATE STREET SPDR S&P 500 ETF
$30M46K2.2%
09
IJR
ISHARES CORE S&P SMALL CAP ETF
$27M217K2.0%
10
VIG
VANGUARD DIVIDEND APPRECIATION ETF
$19M89K1.4%

Filing history

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