13F Insight
DOSSIER · 13F-HR · Q2 2026

Smart Money Group LLC

$390M in tracked AUM across 86 positions as of Q2 2026.

SM
CIK 0001728866 · last filed Jun 30, 2026
Total AUM
$390M
as of Q2 2026
Holdings
86
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Smart Money Group LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
YOKE
EA SERIES TRUST
$235M7.2M60.4%02
MEAR
ISHARES U S ETF TR
$14M286K3.7%03
BIV
VANGUARD BD INDEX FDS
$10M129K2.5%04
OUNZ
VANECK MERK GOLD ETF
$9M246K2.4%05
GLD
SPDR GOLD TR
$7M18K1.7%06
BIL
SPDR SERIES TRUST
$6M63K1.5%07
RISR
TIDAL TRUST I
$6M153K1.4%08
SCHZ
SCHWAB STRATEGIC TR
$4M154K0.9%09
NVDA
NVIDIA CORPORATION
$4M18K0.9%10
MUNI
PIMCO ETF TR
$3M61K0.8%

Filing history

2026Q2Jun 30
$390M▲ 13.3%
86 positionsView →2026Q1Mar 31
$344M▲ 0.2%
84 positionsView →2025Q4Dec 31
$343M▲ 1.5%
85 positionsView →2025Q3Sep 30
$338M▲ 5.9%
80 positionsView →2025Q2Jun 30
$319M▲ 8.4%
74 positionsLocked2025Q1Mar 31
$294M▲ 1.6%
77 positionsLocked2024Q4Dec 31
$290M▲ 3.3%
96 positionsLocked2024Q3Sep 30
$280M▲ 0.2%
95 positionsLocked2024Q2Jun 30
$280M▲ 8.7%
91 positionsLocked2024Q1Mar 31
$257M▲ 12.0%
87 positionsLocked2023Q4Dec 31
$230M▲ 9.1%
81 positionsLocked2023Q3Sep 30
$211M▲ 0.4%
74 positionsLocked
Showing 12 of 33