Smart Money Group LLC

CIK: 0001728866SEC EDGAR →

Portfolio Value

$342.9M

Holdings

85

As of

Q4 2025

New Positions

9

Closed Positions

3

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

EA SERIES TRUST

7,414,194$201.5M
58.78%
2

VANECK MERK GOLD ETF

234,462$9.7M
2.84%
3

SPDR SERIES TRUST

87,670$8.0M
2.34%
4

VANGUARD BD INDEX FDS

99,521$7.8M
2.26%
5

SPDR GOLD TR

18,657$7.4M
2.16%
6

ISHARES U S ETF TR

136,262$6.9M
2.00%
7

TIDAL TRUST I

147,091$5.3M
1.55%
8

FIDELITY WISE ORIGIN BITCOIN

58,738$4.5M
1.31%
9

NVIDIA CORPORATION

17,794$3.3M
0.97%
10

ISHARES TR

30,855$3.3M
0.96%

Quarterly Changes

Top Buys

TFLONEW
$2.9M
OUNZ↑ Increased
$1.6M
BIV↑ Increased
$1.3M
FBTC↑ Increased
$1.2M
ULNEW
$993K

Top Sells

YOKE↓ Decreased
$3.1M
ULCLOSED
$1.0M
BIL↓ Decreased
$752K
GQ9↓ Decreased
$699K
GOOGL↓ Decreased
$471K

New Positions (6)

$2.9M · 57K shares
$993K · 15K shares
$367K · 6K shares
$231K · 215 shares
$216K · 354 shares
$213K · 604 shares

Closed Positions (1)

$1.0M · 17K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services33$271.7M79.3%
Technology13$25.0M7.3%
Unknown6$14.0M4.1%
Consumer Cyclical7$7.3M2.1%
Energy6$6.1M1.8%
Industrials6$4.7M1.4%
Communication Services3$4.7M1.4%
Consumer Defensive5$4.5M1.3%
Healthcare4$3.9M1.1%
Utilities2$896K0.3%