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Smart Money Group LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001728866

$389.5M

disclosed book value

86

positions

60.4%

largest position share

Positions, as of 2026-06-30

top 86 of 86 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1YOKEEA SERIES TRUST7.2M$235.3M60.4%
2MEARISHARES U S ETF TR285,976$14.4M3.7%
3BIVVANGUARD BD INDEX FDS128,920$9.9M2.5%
4OUNZVANECK MERK GOLD ETF245,920$9.5M2.4%
5GLDSPDR GOLD TR18,440$6.8M1.7%
6BILSPDR SERIES TRUST63,480$5.8M1.5%
7RISRTIDAL TRUST I152,655$5.5M1.4%
8SCHZSCHWAB STRATEGIC TR154,434$3.6M0.9%
9NVDANVIDIA CORPORATION17,539$3.5M0.9%
10MUNIPIMCO ETF TR60,895$3.2M0.8%
11FBTCFIDELITY WISE ORIGIN BITCOIN59,633$3.0M0.8%
12AAPLAPPLE INC10,477$3.0M0.8%
13FFINFIRST FINL BANKSHARES INC80,599$2.8M0.7%
14MUBISHARES TR25,058$2.7M0.7%
15USFRWISDOMTREE TR52,340$2.6M0.7%
16CCNRFINANCIAL INVS TR68,962$2.6M0.7%
17GOOGLALPHABET INC6,801$2.4M0.6%
18MSFTMICROSOFT CORP6,235$2.3M0.6%
19ASML HLDG NV1,133$2.3M0.6%
20AMZNAMAZON COM INC9,275$2.2M0.6%
21BRK/BBERKSHIRE HATHAWAY INC DEL4,328$2.2M0.6%
22TFLOISHARES TR42,548$2.2M0.6%
23JNJJOHNSON & JOHNSON7,656$1.9M0.5%
24QUALISHARES TR7,906$1.7M0.4%
25NVSNOVARTIS AG11,067$1.7M0.4%
26AVGOBROADCOM INC4,201$1.6M0.4%
27ODFLOLD DOMINION FREIGHT LINE IN6,992$1.5M0.4%
28METAMETA PLATFORMS INC2,680$1.5M0.4%
29USMVISHARES TR15,443$1.5M0.4%
30TJXTJX COS INC NEW9,651$1.5M0.4%
31KOCOCA COLA CO17,691$1.4M0.4%
32XOMEXXON MOBIL CORP10,073$1.4M0.4%
33HDHOME DEPOT INC3,866$1.4M0.4%
34QQQINVESCO QQQ TR1,814$1.3M0.3%
35PCARPACCAR INC11,116$1.3M0.3%
36IVVISHARES TR1,778$1.3M0.3%
37LMTLOCKHEED MARTIN CORP2,601$1.3M0.3%
38QCOMQUALCOMM INC7,130$1.3M0.3%
39BOXXEA SERIES TRUST11,160$1.3M0.3%
40PGPROCTER & GAMBLE CO8,891$1.3M0.3%
41ABBVABBVIE INC5,002$1.3M0.3%
42VOOVANGUARD INDEX FDS1,782$1.2M0.3%
43EOGEOG RES INC9,326$1.2M0.3%
44SPMOINVESCO EXCH TRADED FD TR II7,470$1.2M0.3%
45GWWWW GRAINGER INC875$1.2M0.3%
46AZOAUTOZONE INC370$1.2M0.3%
47SCHQSCHWAB STRATEGIC TR36,926$1.2M0.3%
48MAMASTERCARD INCORPORATED2,241$1.2M0.3%
49LOWLOWES COS INC5,175$1.1M0.3%
50MCOMOODYS CORP2,499$1.1M0.3%
51ULUNILEVER PLC18,734$1.1M0.3%
52LRCXLAM RESEARCH CORP2,599$1.1M0.3%
53EMEEMCOR GROUP INC1,289$1.1M0.3%
54MTUMISHARES TR3,092$1.1M0.3%
55ANGLVANECK ETF TRUST35,706$1.0M0.3%
56SPGIS&P GLOBAL INC2,486$1.0M0.3%
57EPDENTERPRISE PRODS PARTNERS L27,352$1.0M0.3%
58GOOGALPHABET INC2,709$957,0150.2%
59WMTWALMART INC8,205$929,3420.2%
60MOATVANECK ETF TRUST8,650$899,3000.2%
61CPRTCOPART INC31,613$891,1700.2%
62FLMIFRANKLIN TEMPLETON ETF TR34,469$867,5750.2%
63TLTISHARES TR9,527$823,3490.2%
64AEPAMERICAN ELEC PWR CO INC5,981$818,3160.2%
65SPYSTATE STR SPDR S&P 500 ETF T1,075$802,5910.2%
66FDLOFIDELITY COVINGTON TRUST11,363$776,4780.2%
67TSMTAIWAN SEMICONDUCTOR MANUFAC1,479$706,2000.2%
68HIBSDIREXION SHARES ETF TRUST33,600$584,6400.2%
69DJULFIRST TR EXCHNG TRADED FD VI10,753$539,2090.1%
70CVXCHEVRON CORPORATION3,206$531,4620.1%
71CLSCELESTICA INC1,414$515,8270.1%
72COSTCOSTCO WHOLESALE CORPORATION535$500,4560.1%
73VIGVANGUARD SPECIALIZED FUNDS1,931$456,8830.1%
74ROKROCKWELL AUTOMATION INC918$454,6070.1%
75NOBLE CORP PLC10,719$399,8190.1%
76BXBLACKSTONE INC3,391$399,0260.1%
77SLVISHARES SILVER TR7,101$379,6900.1%
78VFVAVANGUARD WELLINGTON FD2,552$378,7660.1%
79VRTVERTIV HOLDINGS CO1,092$365,7100.1%
80TSLATESLA INC865$363,8190.1%
81POWLPOWELL INDS INC1,119$320,5750.1%
82ANETARISTA NETWORKS INC1,720$292,1940.1%
83KMIKINDER MORGAN INC DEL9,026$288,5630.1%
84LLYELI LILLY & CO235$281,5090.1%
85SCHDSCHWAB STRATEGIC TR8,487$269,1280.1%
86PLTRPALANTIR TECHNOLOGIES INC1,927$224,8230.1%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.