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Portfolio (Quarterly) Guide ↗

Smart Money Group LLC

· CIK 0001728866
13F Portfolio $343M AUM Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 85 New
Page 1 of 5  ·  85 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 YOKE EA SERIES TRUST 7,414,194.0 $201.5M 58.77% NEW $27.18 +18.5%
2 OUNZ VANECK MERK GOLD ETF Financial Services 234,462.0 $9.7M 2.84% NEW $41.48 -4.7%
3 BIL SPDR SERIES TRUST 87,670.0 $8.0M 2.34% NEW $91.38 +0.2%
4 BIV VANGUARD BD INDEX FDS 99,521.0 $7.8M 2.26% NEW $77.88 -1.9%
5 GLD SPDR GOLD TR Financial Services 18,657.0 $7.4M 2.16% NEW $396.31 -4.8%
6 MEAR ISHARES U S ETF TR 136,262.0 $6.9M 2.00% NEW $50.32 +0.0%
7 RISR TIDAL TRUST I 147,091.0 $5.3M 1.55% NEW $36.11 -0.0%
8 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 58,738.0 $4.5M 1.31% NEW $76.23 -28.8%
9 NVDA NVIDIA CORPORATION Technology 17,794.0 $3.3M 0.97% NEW $186.50 +7.3%
10 MUB ISHARES TR 30,855.0 $3.3M 0.96% NEW $107.11 +0.1%
11 SCHZ SCHWAB STRATEGIC TR 139,387.0 $3.3M 0.95% NEW $23.37 -1.2%
12 USFR WISDOMTREE TR 63,649.0 $3.2M 0.93% NEW $50.32 +0.3%
13 TFLO ISHARES TR 56,975.0 $2.9M 0.84% NEW $50.46 +0.3%
14 MSFT MICROSOFT CORP Technology 5,943.0 $2.9M 0.84% NEW $483.66 -22.7%
15 AAPL APPLE INC Technology 10,363.0 $2.8M 0.82% NEW $271.86 +8.3%
16 FFIN FIRST FINL BANKSHARES INC Financial Services 79,891.0 $2.4M 0.70% NEW $29.87 +12.2%
17 NE NOBLE CORP PLC Energy 83,308.0 $2.4M 0.69% NEW $28.24 +48.5%
18 MUNI PIMCO ETF TR 44,217.0 $2.3M 0.68% NEW $52.41 +0.1%
19 GOOGL ALPHABET INC Communication Services 6,904.0 $2.2M 0.63% NEW $312.98 +10.6%
20 AMZN AMAZON COM INC Consumer Cyclical 9,006.0 $2.1M 0.61% NEW $230.82 +1.4%
Page 1 of 5  ·  85 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 39.3%
Technology 19.1%
Consumer Cyclical 9.4%
Energy 7.8%
Healthcare 6.7%
Communication Services 6.0%
Industrials 6.0%
Consumer Defensive 4.5%
Utilities 1.1%