Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Smart Money Group LLC (CIK 1728866) reported $343.7M across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: YOKE ($200.0M, 58.20%), OUNZ ($10.8M, 3.13%), BIV ($9.1M, 2.66%), MEAR ($8.0M, 2.33%), GLD ($7.9M, 2.31%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | YOKE | EA SERIES TRUST | $200.0M | 58.20% | 7.3M | Trimmed |
| 2 | OUNZ | VANECK MERK GOLD ETF | $10.8M | 3.13% | 238,905 | Added |
| 3 | BIV | VANGUARD BD INDEX FDS | $9.1M | 2.66% | 118,356 | Added |
| 4 | MEAR | ISHARES U S ETF TR | $8.0M | 2.33% | 158,802 | Added |
| 5 | GLD | SPDR GOLD TR | $7.9M | 2.31% | 18,437 | Trimmed |
| 6 | BIL | SPDR SERIES TRUST | $6.1M | 1.77% | 66,560 | Trimmed |
| 7 | RISR | TIDAL TRUST I | $5.5M | 1.61% | 152,706 | Added |
| 8 | SCHZ | SCHWAB STRATEGIC TR | $3.8M | 1.11% | 163,829 | Added |
| 9 | FBTC | FIDELITY WISE ORIGIN BITCOIN | $3.5M | 1.03% | 59,860 | Added |
| 10 | TFLO | ISHARES TR | $3.2M | 0.93% | 63,090 | Added |
| 11 | MUB | ISHARES TR | $3.1M | 0.90% | 29,071 | Trimmed |
| 12 | NVDA | NVIDIA CORPORATION | $3.0M | 0.88% | 17,401 | Trimmed |
| 13 | MUNI | PIMCO ETF TR | $3.0M | 0.87% | 57,272 | Added |
| 14 | USFR | WISDOMTREE TR | $2.9M | 0.83% | 56,732 | Trimmed |
| 15 | AAPL | APPLE INC | $2.6M | 0.77% | 10,396 | Added |
| 16 | FFIN | FIRST FINL BANKSHARES INC | $2.4M | 0.69% | 80,245 | Added |
| 17 | MSFT | MICROSOFT CORP | $2.3M | 0.66% | 6,088 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.0M | 0.58% | 4,141 | Added |
| 19 | NE | NOBLE CORP PLC | $2.0M | 0.58% | 40,719 | Trimmed |
| 20 | VOO | VANGUARD INDEX FDS | $2.0M | 0.57% | 3,290 | Added |
| 21 | GOOGL | ALPHABET INC | $1.9M | 0.57% | 6,756 | Trimmed |
| 22 | AMZN | AMAZON COM INC | $1.9M | 0.54% | 8,947 | Trimmed |
| 23 | QUAL | ISHARES TR | $1.8M | 0.53% | 9,559 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $1.8M | 0.52% | 7,372 | Trimmed |
| 25 | XOM | EXXON MOBIL CORP | $1.7M | 0.50% | 10,031 | Added |
Source: SEC Form 13F filings · as of 2026-03-31