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

Smart Money Group LLC

$344M in tracked AUM across 84 positions as of Q1 2026.

SM
CIK 0001728866 · last filed Mar 31, 2026
Total AUM
$344M
as of Q1 2026
Holdings
84
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$210M▲ 5.2%
60 positionsLocked
Showing 12 of 32