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
| Rank | Stock | Shares | Value | % 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
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $271.7M | 79.3% |
| Technology | 13 | $25.0M | 7.3% |
| Unknown | 6 | $14.0M | 4.1% |
| Consumer Cyclical | 7 | $7.3M | 2.1% |
| Energy | 6 | $6.1M | 1.8% |
| Industrials | 6 | $4.7M | 1.4% |
| Communication Services | 3 | $4.7M | 1.4% |
| Consumer Defensive | 5 | $4.5M | 1.3% |
| Healthcare | 4 | $3.9M | 1.1% |
| Utilities | 2 | $896K | 0.3% |