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CIK: 0001553540
Total reported value
$1.1B
$1.1B
214 檔
42.9%
At the close of Q1 2025, Smith Anglin Financial, LLC disclosed equity holdings valued at approximately $1.1B, spread across 214 reported holdings.
In Q1 2025, Smith Anglin Financial, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 214 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 14.82% | — | +0.21% | |
| 2 | VFLO | Victoryshares Free Cash Flow | ETF-Other | 9.31% | — | +4181.96% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 9.27% | — | +0.80% | |
| 4 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 8.64% | — | +0.17% | |
| 5 | EYLD | Cambria Emerg Shrhldr Yield | ETF-Other | 8.09% | — | +14.18% | |
| 6 | FYLD | Cambria Foreign Shareholder | ETF-Other | 4.65% | — | -29.37% | |
| 7 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 3.35% | — | -50.18% | |
| 8 | WCBR | Wisdomtree Cybersecurity Fnd | ETF-Other | 2.93% | — | +36.45% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.56% | — | +1.66% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.27% | — | -0.53% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.08% | — | -13.34% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | — | +7.77% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.69% | — | -14.20% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.68% | — | -2.70% | |
| 15 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.57% | — | +23.18% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.15% | — | +1.14% | |
| 17 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.90% | — | +8.71% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | — | -1.21% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.80% | — | +1.27% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.77% | — | -0.46% | |
| 21 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.77% | — | -26.17% | |
| 22 | SYLD | Cambria Shareholder Yield Et | ETF-Other | 0.67% | — | -90.23% | |
| 23 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.58% | — | -5.96% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | — | +4.52% | |
| 25 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 0.55% | — | — | |
| 26 | LUV | Southwest Airlines Co | Stock-Industrials | 0.51% | — | -0.62% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.48% | — | -3.60% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | — | +0.80% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.44% | — | +2.82% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | — | +2.23% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | — | -0.83% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.39% | — | -9.21% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.38% | — | +10.19% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | — | -25.54% | |
| 35 | GLD | Spdr Gold Shares | ETF-Commodities | 0.35% | — | +120.83% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | — | -2.96% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.31% | — | +0.46% | |
| 38 | ARKK | Ark Innovation ETF | ETF-Other | 0.27% | — | -3.54% | |
| 39 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 0.27% | — | -7.05% | |
| 40 | IBM | Intl Business Machines CORP | Stock-Tech | 0.25% | — | +0.79% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.25% | — | -7.23% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.24% | — | +4.88% | |
| 43 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.24% | — | +2.10% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.23% | — | — | |
| 45 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 0.23% | — | -79.57% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.23% | — | +4.77% | |
| 47 | TAFI | AB Tax Aware Short Dur Muni | ETF-Other | 0.22% | — | +0.90% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.20% | — | -1.57% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.20% | — | -2.55% | |
| 50 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.20% | — | +0.09% |
According to official SEC Form 13F filings, Smith Anglin Financial, LLC reported a total U.S. public equity portfolio value of $1.1B across 214 disclosed positions in Q1 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VFLO, DGRO) accounted for 42.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
VUG
市值: $140.0M
During Q1 2025, Smith Anglin Financial, LLC's top holdings by market value included VUG (14.8%)、VFLO (9.3%)、DGRO (9.3%). The largest single position, VUG, represented 14.8% of total portfolio value.
In Q1 2025, Smith Anglin Financial, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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