§ 13F · FUND PROFILE
Smart Money Group LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $338M (13F)Positions · 80Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | YOKE | EA SERIES TRUST | 7.26M | $200M | 58.2% | −2% |
| 2 | OUNZ | VANECK MERK GOLD ETF | 239K | $11M | 3.1% | +2% |
| 3 | BIV | VANGUARD BD INDEX FDS | 118K | $9M | 2.7% | +19% |
| 4 | MEAR | ISHARES U S ETF TR | 159K | $8M | 2.3% | +17% |
| 5 | GLD | SPDR GOLD TR | 18K | $8M | 2.3% | −1% |
| 6 | BIL | SPDR SERIES TRUST | 67K | $6M | 1.8% | −24% |
| 7 | RISR | TIDAL TRUST I | 153K | $6M | 1.6% | +4% |
| 8 | SCHZ | SCHWAB STRATEGIC TR | 164K | $4M | 1.1% | +18% |
| 9 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 60K | $4M | 1.0% | +2% |
| 10 | TFLO | ISHARES TR | 63K | $3M | 0.9% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SMART SIGNAL
AC read
Smart Money Group LLC is a Other fund managing $338 million in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed