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Smart Money Group LLC

Portfolio Manager
Smart Money Group LLC
Performance
+1.16% (2026 Q1)
AUM (13F)
$343.71M
# of Holdings
84
Performance Rank
Allocation (Top 20)
82.41%

Smart Money Group LLC Holdings Map

Top 50 Smart Money Group LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
YOKE
EA SERIES TRUST
58.2%7.26M$200.0M
-2.03%(-150.17K)
2025-Q1: 7.57M shares2025-Q2: 7.68M shares2025-Q3: 7.44M shares2025-Q4: 7.41M shares2026-Q1: 7.26M shares
$23.84(+31.47%)
2026-03-31
OUNZ
VANECK MERK GOLD ETF
3.13%238.9K$10.8M
+1.89%(+4.44K)
2025-Q1: 207.3K shares2025-Q2: 213.4K shares2025-Q3: 219.0K shares2025-Q4: 234.5K shares2026-Q1: 238.9K shares
$23.76(+89.74%)
2026-03-31
BIV
VANGUARD BD INDEX FDS
2.66%118.4K$9.1M
+18.93%(+18.84K)
2025-Q1: 45.2K shares2025-Q2: 51.3K shares2025-Q3: 82.3K shares2025-Q4: 99.5K shares2026-Q1: 118.4K shares
$80.05(-4.28%)
2026-03-31
MEAR
ISHARES U S ETF TR
2.33%158.8K$8.0M
+16.54%(+22.54K)
2025-Q1: 141.9K shares2025-Q2: 127.7K shares2025-Q3: 133.0K shares2025-Q4: 136.3K shares2026-Q1: 158.8K shares
$49.98(+0.57%)
2026-03-31
GLD
SPDR GOLD TR
2.31%18.4K$7.9M
-1.18%(-220)
2025-Q1: 18.9K shares2025-Q2: 18.9K shares2025-Q3: 18.8K shares2025-Q4: 18.7K shares2026-Q1: 18.4K shares
$193.48(+122.51%)
2026-03-31
BIL
SPDR SERIES TRUST
1.77%66.6K$6.1M
-24.08%(-21.11K)
2025-Q1: 94.6K shares2025-Q2: 94.5K shares2025-Q3: 95.5K shares2025-Q4: 87.7K shares2026-Q1: 66.6K shares
$91.54(-0.06%)
2026-03-31
RISR
TIDAL TRUST I
1.61%152.7K$5.5M
+3.82%(+5.62K)
2025-Q1: 151.2K shares2025-Q2: 147.3K shares2025-Q3: 142.9K shares2025-Q4: 147.1K shares2026-Q1: 152.7K shares
$33.57(+8.41%)
2026-03-31
SCHZ
SCHWAB STRATEGIC TR
1.11%163.8K$3.8M
+17.54%(+24.44K)
2025-Q1: 206.0K shares2025-Q2: 230.2K shares2025-Q3: 145.8K shares2025-Q4: 139.4K shares2026-Q1: 163.8K shares
$23.14(-0.25%)
2026-03-31
FBTC
FIDELITY WISE ORIGIN BITCOIN
1.03%59.9K$3.5M
+1.91%(+1.12K)
2025-Q1: 55.6K shares2025-Q2: 57.9K shares2025-Q3: 57.0K shares2025-Q4: 58.7K shares2026-Q1: 59.9K shares
$56.24(+23.22%)
2026-03-31
TFLO
ISHARES TR
0.93%63.1K$3.2M
+10.73%(+6.12K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 57.0K shares2026-Q1: 63.1K shares
$50.50(+0.10%)
2026-03-31

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