Smart Money Group LLC
85 holdingsFiling period: 2026-03-31Current AUM: $379.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | YOKE | EA SERIES TRUST | 7.26M | $200.0M | $230.7M | 60.78% | -150,173 | 2026-03-31 |
| 2 | OUNZ | VANECK MERK GOLD ETF | 238.9K | $10.8M | $9.3M | 2.45% | +4.4K | 2026-03-31 |
| 3 | BIV | VANGUARD BD INDEX FDS | 118.4K | $9.1M | $8.9M | 2.36% | +18.8K | 2026-03-31 |
| 4 | MEAR | ISHARES U S ETF TR | 158.8K | $8.0M | $8.0M | 2.10% | +22.5K | 2026-03-31 |
| 5 | GLD | SPDR GOLD TR | 18.4K | $7.9M | $6.8M | 1.81% | -220 | 2026-03-31 |
| 6 | BIL | SPDR SERIES TRUST | 66.6K | $6.1M | $6.1M | 1.61% | -21,110 | 2026-03-31 |
| 7 | RISR | TIDAL TRUST I | 152.7K | $5.5M | $5.6M | 1.47% | +5.6K | 2026-03-31 |
| 8 | SCHZ | SCHWAB STRATEGIC TR | 163.8K | $3.8M | $3.7M | 0.98% | +24.4K | 2026-03-31 |
| 9 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 59.9K | $3.5M | $3.3M | 0.86% | +1.1K | 2026-03-31 |
| 10 | TFLO | ISHARES TR | 63.1K | $3.2M | $3.2M | 0.84% | +6.1K | 2026-03-31 |
| 11 | MUB | ISHARES TR | 29.1K | $3.1M | $3.1M | 0.81% | -1,784 | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 17.4K | $3.0M | $3.5M | 0.92% | -393 | 2026-03-31 |
| 13 | MUNI | PIMCO ETF TR | 57.3K | $3.0M | $3.0M | 0.78% | +13.1K | 2026-03-31 |
| 14 | USFR | WISDOMTREE TR | 56.7K | $2.9M | $2.9M | 0.75% | -6,917 | 2026-03-31 |
| 15 | AAPL | APPLE INC | 10.4K | $2.6M | $3.2M | 0.85% | +33 | 2026-03-31 |
| 16 | FFIN | FIRST FINL BANKSHARES INC | 80.2K | $2.4M | $2.8M | 0.74% | +354 | 2026-03-31 |
| 17 | MSFT | MICROSOFT CORP | 6.1K | $2.3M | $2.8M | 0.75% | +145 | 2026-03-31 |
| 18 | — | NOBLE CORP PLC | 40.7K | $2.0M | $2.0M | 0.53% | -42,589 | 2026-03-31 |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 4.1K | $2.0M | $2.0M | 0.52% | +198 | 2026-03-31 |
| 20 | VOO | VANGUARD INDEX FDS | 3.3K | $2.0M | $2.3M | 0.60% | +629 | 2026-03-31 |
| 21 | GOOGL | ALPHABET INC | 6.8K | $1.9M | $2.4M | 0.63% | -148 | 2026-03-31 |
| 22 | AMZN | AMAZON COM INC | 8.9K | $1.9M | $2.4M | 0.64% | -59 | 2026-03-31 |
| 23 | QUAL | ISHARES TR | 9.6K | $1.8M | $2.1M | 0.55% | -438 | 2026-03-31 |
| 24 | JNJ | JOHNSON & JOHNSON | 7.4K | $1.8M | $1.9M | 0.50% | -106 | 2026-03-31 |
| 25 | XOM | EXXON MOBIL CORP | 10.0K | $1.7M | $1.6M | 0.41% | +163 | 2026-03-31 |
← Scroll →
Page 1 of 4