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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
Page 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 YOKE EA SERIES TRUST 7,220,911.0 $235.3M 60.40% -43K -0.6% $32.58 -3.1%
2 BIL SPDR SERIES TRUST 63,480.0 $5.8M 1.49% -3K -4.6% $91.64 -0.0%
3 SCHZ SCHWAB STRATEGIC TR 154,434.0 $3.6M 0.92% -9K -5.7% $23.13 -1.2%
4 MUB ISHARES TR 25,058.0 $2.7M 0.69% -4K -13.8% $107.62 -2.1%
5 USFR WISDOMTREE TR 52,340.0 $2.6M 0.68% -4K -7.7% $50.35 -0.0%
6 TFLO ISHARES TR 42,548.0 $2.2M 0.55% -21K -32.6% $50.63 -0.0%
7 QUAL ISHARES TR 7,906.0 $1.7M 0.45% -2K -17.3% $219.43 +2.4%
8 USMV ISHARES TR 15,443.0 $1.5M 0.38% -2K -11.1% $96.46 +5.7%
9 IVV ISHARES TR 1,778.0 $1.3M 0.34% -33.0 -1.8% $748.87 +3.5%
10 VOO VANGUARD INDEX FDS 1,782.0 $1.2M 0.31% -2K -45.8% $686.82 +3.2%
11 SPMO INVESCO EXCH TRADED FD TR II 7,470.0 $1.2M 0.31% -1K -16.2% $161.54 -8.0%
12 LRCX LAM RESEARCH CORP Technology 2,599.0 $1.1M 0.29% -19.0 -0.7% $433.31 -26.5%
13 MTUM ISHARES TR 3,092.0 $1.1M 0.27% -691.0 -18.3% $342.80 -11.3%
14 ANGL VANECK ETF TRUST 35,706.0 $1.0M 0.27% -1K -3.5% $29.24 -0.5%
15 EPD ENTERPRISE PRODS PARTNERS L 27,352.0 $1.0M 0.26% -388.0 -1.4% $36.76
16 WMT WALMART INC Consumer Defensive 8,205.0 $929K 0.24% -217.0 -2.6% $113.27 -9.4%
17 MOAT VANECK ETF TRUST 8,650.0 $899K 0.23% -128.0 -1.5% $103.97 +10.7%
18 TLT ISHARES TR 9,527.0 $823K 0.21% -615.0 -6.1% $86.42 -3.8%
19 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,075.0 $803K 0.21% -6.0 -0.6% $746.60 +3.3%
20 FDLO FIDELITY COVINGTON TRUST 11,363.0 $776K 0.20% -2K -16.6% $68.33 +6.5%
Page 1 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

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%