Smart Money Group LLC

CIK: 0001728866Latest portfolio: $342.9M · Q4 2025

Holdings

85

Total Value

$342.9M

New Positions

5

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
YOKEEA SERIES TRUST
7,414,194$201.5M58.78%-30,041
2
OUNZVANECK MERK GOLD ETF
234,462$9.7M2.84%+15K
3
BILSPDR SERIES TRUST
87,670$8.0M2.34%-7,844
4
BIVVANGUARD BD INDEX FDS
99,521$7.8M2.26%+17K
5
GQ9SPDR GOLD TR
18,657$7.4M2.16%-175
6
MEARISHARES U S ETF TR
136,262$6.9M2.00%+3K
7
RISRTIDAL TRUST I
147,091$5.3M1.55%+4K
8
FBTCFIDELITY WISE ORIGIN BITCOIN
58,738$4.5M1.31%+2K
9
NVDANVIDIA CORPORATION
17,794$3.3M0.97%+63
10
MUBISHARES TR
30,855$3.3M0.96%+4K
11
SCHZSCHWAB STRATEGIC TR
139,387$3.3M0.95%-6,401
12
USFRWISDOMTREE TR
63,649$3.2M0.93%-5,673
13
TFLOISHARES TR
56,975$2.9M0.84%NEW
14
MSFTMICROSOFT CORP
5,943$2.9M0.84%+7
15
AAPLAPPLE INC
10,363$2.8M0.82%+50
16
FFINFIRST FINL BANKSHARES INC
79,891$2.4M0.70%+124
17
NENOBLE CORP PLC
83,308$2.4M0.69%
18
MUNIPIMCO ETF TR
44,217$2.3M0.68%+5K
19
GOOGLALPHABET INC
6,904$2.2M0.63%-44
20
AMZNAMAZON COM INC
9,006$2.1M0.61%+250
21
QUALISHARES TR
9,997$2.0M0.58%-291
22
BRK/BBERKSHIRE HATHAWAY INC DEL
3,943$2.0M0.58%+13
23
USMVISHARES TR
18,430$1.7M0.51%+4
24
VOOVANGUARD INDEX FDS
2,661$1.7M0.49%+826
25
METAMETA PLATFORMS INC
2,481$1.6M0.48%+24

Quarterly Changes

New Positions

Closed Positions

  • ULCLOSED
    $1.0B

Increased Positions

NameSharesChange
BIV100K+17K
OUNZ234K+15K
SCHQ24K+5K
MUNI44K+5K
ANGL21K+5K
RISR147K+4K
FLMI29K+4K
MUB31K+4K
MEAR136K+3K
FBTC59K+2K

Decreased Positions

NameSharesChange
YOKE7.4M-30041
BIL88K-7844
SCHZ139K-6401
USFR64K-5673
TLT13K-1416
XFEB13K-1241
SCHD8K-1208
EPD29K-1112
MOAT9K-586
WMT8K-352

Sector Breakdown

Financial Services0.0% ($2.0151780117750685e+113T)
Technology0.0% ($9.725331828742818e+36T)
Consumer Cyclical0.0% ($20781349112311212.0T)
Unknown0.0% ($73931981138113.5T)
Industrials0.0% ($114411161041.8T)
Energy0.0% ($23521187921.9T)
Consumer Defensive0.0% ($10961064.0T)
Healthcare0.0% ($15471.1T)
Communication Services0.0% ($21.6T)
Utilities0.0% ($683.2M)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 30, 2026$342.9M85
Q3 2025Nov 12, 2025$337.7B80
Q2 2025Aug 6, 2025$318.9B74
Q1 2025Apr 28, 2025$294.1B77

Fund Information

CIK0001728866
Most Recent FilingJan 30, 2026
Number of Filings4

Smart Money Group LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $342.9M across 85 holdings. The largest position is EA SERIES TRUST (YOKE), representing 58.8% of the portfolio. Compared to the previous quarter, the fund opened 6 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.