13F Insight
DOSSIER · 13F-HR · Q1 2026

Smart Money Group LLC

Smart Money's asset manager based in Stamford, CT — $344M in tracked AUM across 84 positions as of Q1 2026.

SM
Smart Money·Stamford, CT·Asset Manager
CIK 0001728866 · last filed Mar 31, 2026
Total AUM
$344M
▼ 14.5%
vs prior
Holdings
84
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
Top sector
Financials
16% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Smart Money Group LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
YOKE
EA SERIES TRUST
$200M7.3M58.2%
02
OUNZ
VANECK MERK GOLD ETF
$11M239K3.1%
03
BIV
VANGUARD BD INDEX FDS
$9M118K2.7%
04
MEAR
ISHARES U S ETF TR
$8M159K2.3%
05
GLD
SPDR GOLD TR
$8M18K2.3%
06
BIL
SPDR SERIES TRUST
$6M67K1.8%
07
RISR
TIDAL TRUST I
$6M153K1.6%
08
SCHZ
SCHWAB STRATEGIC TR
$4M164K1.1%
09
FBTC
FIDELITY WISE ORIGIN BITCOIN
$4M60K1.0%
10
TFLO
ISHARES TR
$3M63K0.9%

Filing history

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