StockDriftsStockDriftsTop 50 Smart Money Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| YOKE | EA SERIES TRUST | 60.4% | 7.22M | $235.3M | -0.59%(-43.11K) | $23.84(+34.92%) | 2026-06-30 | |
| MEAR | ISHARES U S ETF TR | 3.7% | 286.0K | $14.4M | +80.08%(+127.17K) | $50.14(+0.16%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 2.54% | 128.9K | $9.9M | +8.93%(+10.56K) | $79.78(-5.32%) | 2026-06-30 | |
| OUNZ | VANECK MERK GOLD ETF | 2.44% | 245.9K | $9.5M | +2.94%(+7.01K) | $24.26(+74.33%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 1.74% | 18.4K | $6.8M | +0.02%(+3) | $193.51(+108.56%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 1.49% | 63.5K | $5.8M | -4.63%(-3.08K) | $91.54(-0.06%) | 2026-06-30 | |
| RISR | TIDAL TRUST I | 1.42% | 152.7K | $5.5M | -0.03%(-51) | $33.57(+9.45%) | 2026-06-30 | |
| SCHZ | SCHWAB STRATEGIC TR | 0.92% | 154.4K | $3.6M | -5.73%(-9.39K) | $23.14(-1.59%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 0.9% | 17.5K | $3.5M | +0.79%(+138) | $63.18(+248.96%) | 2026-06-30 | |
| MUNI | PIMCO ETF TR | 0.82% | 60.9K | $3.2M | +6.33%(+3.62K) | $52.32(-0.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.95% | +44.08% | +5.57% | +31.13% |
| Top 20 Holdings Unweighted | +7.81% | +25.32% | +2.51% | +13.21% |
Smart Money Group LLC reports $389.53M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are YOKE (60.4%), MEAR (3.7%) and BIV (2.5%). The top 20 holdings account for 83.05% of reported assets. Its disclosed equity book has returned +44.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Smart Money Group LLC, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Smart Money Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1728866). View Smart Money Group LLC’s 13F filings on SEC