Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-03-31)

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.

RankTickerCompanyValue% PortfolioSharesAction
1YOKEEA SERIES TRUST$200.0M58.20%7.3MTrimmed
2OUNZVANECK MERK GOLD ETF$10.8M3.13%238,905Added
3BIVVANGUARD BD INDEX FDS$9.1M2.66%118,356Added
4MEARISHARES U S ETF TR$8.0M2.33%158,802Added
5GLDSPDR GOLD TR$7.9M2.31%18,437Trimmed
6BILSPDR SERIES TRUST$6.1M1.77%66,560Trimmed
7RISRTIDAL TRUST I$5.5M1.61%152,706Added
8SCHZSCHWAB STRATEGIC TR$3.8M1.11%163,829Added
9FBTCFIDELITY WISE ORIGIN BITCOIN$3.5M1.03%59,860Added
10TFLOISHARES TR$3.2M0.93%63,090Added
11MUBISHARES TR$3.1M0.90%29,071Trimmed
12NVDANVIDIA CORPORATION$3.0M0.88%17,401Trimmed
13MUNIPIMCO ETF TR$3.0M0.87%57,272Added
14USFRWISDOMTREE TR$2.9M0.83%56,732Trimmed
15AAPLAPPLE INC$2.6M0.77%10,396Added
16FFINFIRST FINL BANKSHARES INC$2.4M0.69%80,245Added
17MSFTMICROSOFT CORP$2.3M0.66%6,088Added
18BRK/BBERKSHIRE HATHAWAY INC DEL$2.0M0.58%4,141Added
19NENOBLE CORP PLC$2.0M0.58%40,719Trimmed
20VOOVANGUARD INDEX FDS$2.0M0.57%3,290Added
21GOOGLALPHABET INC$1.9M0.57%6,756Trimmed
22AMZNAMAZON COM INC$1.9M0.54%8,947Trimmed
23QUALISHARES TR$1.8M0.53%9,559Trimmed
24JNJJOHNSON & JOHNSON$1.8M0.52%7,372Trimmed
25XOMEXXON MOBIL CORP$1.7M0.50%10,031Added

Source: SEC Form 13F filings · as of 2026-03-31