Smart Money Group LLC - Portfolio overview

Smart Money Group LLC has 86 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. YOKE - EA SERIES TRUST, 57.99%
2. OUNZ - VANECK MERK GOLD ETF, 3.12%
3. BIV - VANGUARD BD INDEX FDS, 2.65%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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