Portfolio (Quarterly) Guide ↗

Smart Money Group LLC

· CIK 0001728866

13F Portfolio $390M AUM 86 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 5 New 43 Added 23 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	XOM	EXXON MOBIL CORP	Energy	10,031	$1.7M	0.49%	SOLD
2	SPTL	SPDR SERIES TRUST	—	9,748	$256K	0.07%	SOLD
3	COP	CONOCOPHILLIPS	Energy	1,593	$210K	0.06%	SOLD

Sector Allocation

Financial Services 36.3%

Technology 21.7%

Industrials 10.9%

Consumer Cyclical 9.9%

Healthcare 6.7%

Consumer Defensive 5.3%

Communication Services 5.1%

Energy 3.1%

Utilities 1.0%