SMH CAPITAL ADVISORS INC
RIA/Wealth
SMH CAPITAL ADVISORS INC is a RIA/Wealth based in Fort Worth, TX led by Dwayne Alan Moyers, reporting $419.7M in AUM as of Q3 2025 with 32% Financial Services concentration, 62% concentrated in top 10 holdings, and 19% allocation to SPHY.
PresidentDwayne Alan Moyers
- Portfolio Value
- $25.1M
- Positions
- 45
- Top Holding
- SPHY at 19.07%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SMH CAPITAL ADVISORS INC's portfolio (61.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $4.8M | 19.07% | +$3.3M Bought | — 200.0K shares | |
Unknown Unknown | $2.1M | 8.35% | +$52.5K Bought | 0.20% 139.0K shares | |
Asset Management Financial Services | $1.6M | 6.19% | +$635.9K Bought | 0.14% 76.5K shares | |
REIT - Diversified Real Estate | $1.3M | 5.27% | +$91.2K Bought | 0.00% 44.1K shares | |
Asset Management Financial Services | $1.2M | 4.65% | +$780.2K Bought | 0.09% 438.8K shares | |
Asset Management Financial Services | $1.1M | 4.26% | +$522.9K Bought | 0.01% 67.9K shares | |
Asset Management Financial Services | $1.1M | 4.23% | +$2.7K Bought | 0.02% 18.7K shares | |
Asset Management Financial Services | $1.0M | 4.04% | -$2.5K Sold | 0.01% 19.0K shares | |
Oil & Gas Exploration & Production Energy | $741.8K | 2.95% | +$145.2K Bought | — 25.7K shares | |
Asset Management Financial Services | $726.9K | 2.89% | +$726.9K New | 0.02% 40.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SMH CAPITAL ADVISORS INC's latest filing
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for SMH CAPITAL ADVISORS INC
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