Smart Money Group LLC

13F filer · CIK 0001728866

Reported Jul 29, 2026

13F portfolio value$390MU.S. long equity reported on 13F

Positions57Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight9.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 29, 202657 positions
OUNZVanEck Merk Gold ETF	$9.49M	2.44%	0.38%	+2.9%	Q4 2021
GLDSPDR Gold Trust	$6.79M	1.74%	0.01%	0.0%	Q3 2018
NVDANvidia Corp	$3.51M	0.90%	0.00%	+0.8%	Q1 2023
FBTCFidelity Wise Origin Bitcoin Fund	$3.04M	0.78%	0.03%	-0.4%	Q1 2024
AAPLApple Inc.	$3.03M	0.78%	0.00%	+0.8%	Q1 2019
FFINFirst Financial Bankshares Inc	$2.79M	0.72%	0.06%	+0.4%	Q1 2018
GOOGLAlphabet Inc.	$2.43M	0.62%	0.00%	+0.7%	Q2 2019
MSFTMicrosoft Corp	$2.33M	0.60%	0.00%	+2.4%	Q4 2019
ASMLAsml Holding NV	$2.25M	0.58%	0.00%	+1.3%	Q3 2025
AMZNAmazon Com Inc	$2.21M	0.57%	0.00%	+3.7%	Q2 2020
BRK.BBerkshire Hathaway Inc	$2.17M	0.56%	Not reported	+4.5%	Q4 2017
JNJJohnson & Johnson	$1.94M	0.50%	0.00%	+3.9%	Q4 2018
NVSNovartis AG	$1.73M	0.45%	0.00%	+4.5%	Q4 2017
AVGOBroadcom Inc.	$1.59M	0.41%	0.00%	-0.2%	Q3 2023
ODFLOld Dominion Freight Line, Inc.	$1.51M	0.39%	0.00%	+2.4%	Q2 2024
METAMeta Platforms, Inc.	$1.51M	0.39%	Not reported	+5.8%	Q1 2024
TJXTJX Companies Inc	$1.46M	0.38%	0.00%	+7.6%	Q2 2024
KOCoca Cola Co	$1.44M	0.37%	0.00%	+2.8%	Q3 2023
XOMExxonMobil Holdings Corp	$1.38M	0.35%	0.00%	+0.4%	Q4 2017
HDHome Depot, Inc.	$1.36M	0.35%	0.00%	+7.6%	Q2 2023
QQQInvesco QQQ Trust, Series 1	$1.34M	0.34%	Not reported	-0.4%	Q4 2019
PCARPaccar Inc	$1.34M	0.34%	0.00%	+5.4%	Q1 2024
LMTLockheed Martin Corp	$1.33M	0.34%	0.00%	+7.6%	Q2 2023
QCOMQualcomm Inc	$1.32M	0.34%	0.00%	+3.0%	Q1 2025
PGPROCTER & GAMBLE Co	$1.3M	0.33%	0.00%	+8.2%	Q2 2023
ABBVAbbVie Inc.	$1.26M	0.32%	0.00%	+0.7%	Q4 2017
EOGEog Resources Inc	$1.21M	0.31%	0.00%	+5.9%	Q3 2023
GWWW.W. Grainger, Inc.	$1.19M	0.31%	0.00%	+2.7%	Q1 2026
AZOAutozone Inc	$1.18M	0.30%	0.00%	+7.6%	Q3 2023
MAMastercard Inc	$1.15M	0.30%	0.00%	+8.7%	Q1 2025
LOWLowes Companies Inc	$1.14M	0.29%	0.00%	+8.3%	Q3 2023
MCOMoodys Corp	$1.13M	0.29%	0.00%	+7.8%	Q4 2023
ULUnilever PLC	$1.13M	0.29%	0.00%	+9.7%	Q4 2023
LRCXLam Research Corp	$1.13M	0.29%	0.00%	-0.7%	Q2 2025
EMEEMCOR Group, Inc.	$1.07M	0.27%	0.00%	+6.8%	Q4 2025
SPGIS&P Global Inc.	$1.01M	0.26%	0.00%	+8.1%	Q4 2023
EPDEnterprise Products Partners L.P.	$1.01M	0.26%	0.00%	-1.4%	Q2 2022
GOOGAlphabet Inc.	$957K	0.25%	Not reported	+0.1%	Q2 2019
WMTWalmart Inc.	$929K	0.24%	0.00%	-2.6%	Q3 2018
CPRTCopart Inc	$891K	0.23%	0.00%	+14.0%	Q1 2024
AEPAmerican Electric Power Co Inc	$818K	0.21%	0.00%	+0.7%	Q4 2017
SPYSPDR S&P 500 ETF Trust	$803K	0.21%	Not reported	-0.6%	Q4 2017
TSMTaiwan Semiconductor Manufacturing Co Ltd	$706K	0.18%	0.00%	+3.7%	Q3 2024
CVXChevron Corp	$531K	0.14%	0.00%	+0.2%	Q2 2020
CLSCelestica Inc	$516K	0.13%	0.00%	+2.2%	Q2 2025
COSTCostco Wholesale Corp	$500K	0.13%	0.00%	Not reported	Q3 2023
ROKRockwell Automation, Inc	$455K	0.12%	0.00%	+0.2%	Q1 2021
NENoble Corp plc	$400K	0.10%	0.01%	-73.7%	Q1 2024
BXBlackstone Inc.	$399K	0.10%	0.00%	-2.1%	Q3 2024
SLViShares Silver Trust	$380K	0.10%	0.00%	+2.6%	Q4 2025

Q1 2026Reported May 5, 202656 positions
OUNZVanEck Merk Gold ETF	$10.8M	3.13%	0.38%	+1.9%	Q4 2021
GLDSPDR Gold Trust	$7.93M	2.31%	0.00%	-1.2%	Q3 2018
FBTCFidelity Wise Origin Bitcoin Fund	$3.53M	1.03%	0.03%	+1.9%	Q1 2024
NVDANvidia Corp	$3.03M	0.88%	0.00%	-2.2%	Q1 2023
AAPLApple Inc.	$2.64M	0.77%	0.00%	+0.3%	Q1 2019
FFINFirst Financial Bankshares Inc	$2.36M	0.69%	0.06%	+0.4%	Q1 2018
MSFTMicrosoft Corp	$2.25M	0.66%	0.00%	+2.4%	Q4 2019
NENoble Corp plc	$2M	0.58%	0.03%	-51.1%	Q1 2024
BRK.BBerkshire Hathaway Inc	$1.98M	0.58%	Not reported	+5.0%	Q4 2017
GOOGLAlphabet Inc.	$1.94M	0.57%	0.00%	-2.1%	Q2 2019
AMZNAmazon Com Inc	$1.86M	0.54%	0.00%	-0.7%	Q2 2020
JNJJohnson & Johnson	$1.8M	0.52%	0.00%	-1.4%	Q4 2018
XOMExxonMobil Holdings Corp	$1.7M	0.50%	0.00%	+1.7%	Q4 2017
NVSNovartis AG	$1.62M	0.47%	0.00%	+8.0%	Q4 2017
ASMLAsml Holding NV	$1.48M	0.43%	0.00%	-3.1%	Q3 2025
LMTLockheed Martin Corp	$1.46M	0.43%	0.00%	+2.1%	Q2 2023
METAMeta Platforms, Inc.	$1.45M	0.42%	Not reported	+2.1%	Q1 2024
TJXTJX Companies Inc	$1.43M	0.42%	0.00%	+2.1%	Q2 2024
ODFLOld Dominion Freight Line, Inc.	$1.33M	0.39%	0.00%	+2.8%	Q2 2024
KOCoca Cola Co	$1.31M	0.38%	0.00%	+9.8%	Q3 2023
AVGOBroadcom Inc.	$1.3M	0.38%	0.00%	-4.8%	Q3 2023
EOGEog Resources Inc	$1.27M	0.37%	0.00%	+5.1%	Q3 2023
PCARPaccar Inc	$1.22M	0.35%	0.00%	+3.4%	Q1 2024
PGPROCTER & GAMBLE Co	$1.19M	0.35%	0.00%	+10.8%	Q2 2023
HDHome Depot, Inc.	$1.18M	0.34%	0.00%	+10.0%	Q2 2023
AZOAutozone Inc	$1.16M	0.34%	0.00%	+10.3%	Q3 2023
LOWLowes Companies Inc	$1.13M	0.33%	0.00%	+2.7%	Q3 2023
ABBVAbbVie Inc.	$1.08M	0.31%	0.00%	+0.7%	Q4 2017
QQQInvesco QQQ Trust, Series 1	$1.05M	0.31%	Not reported	-19.0%	Q4 2019
EPDEnterprise Products Partners L.P.	$1.05M	0.31%	0.00%	-3.5%	Q2 2022
WMTWalmart Inc.	$1.05M	0.30%	0.00%	+0.4%	Q3 2018
MAMastercard Inc	$1.03M	0.30%	0.00%	+6.0%	Q1 2025
MCOMoodys Corp	$1.01M	0.29%	0.00%	-0.8%	Q4 2023
SPGIS&P Global Inc.	$978K	0.28%	0.00%	+7.0%	Q4 2023
ULUnilever PLC	$973K	0.28%	0.00%	+12.4%	Q4 2023
GWWW.W. Grainger, Inc.	$929K	0.27%	0.00%	New	Q1 2026
CPRTCopart Inc	$921K	0.27%	0.00%	+30.4%	Q1 2024
QCOMQualcomm Inc	$891K	0.26%	0.00%	+8.2%	Q1 2025
EMEEMCOR Group, Inc.	$891K	0.26%	0.00%	+241.0%	Q4 2025
AEPAmerican Electric Power Co Inc	$778K	0.23%	0.00%	+0.2%	Q4 2017
GOOGAlphabet Inc.	$777K	0.23%	Not reported	-0.7%	Q2 2019
SPYSPDR S&P 500 ETF Trust	$703K	0.20%	Not reported	-24.7%	Q4 2017
CVXChevron Corp	$662K	0.19%	0.00%	+0.6%	Q2 2020
LRCXLam Research Corp	$559K	0.16%	0.00%	-7.6%	Q2 2025
COSTCostco Wholesale Corp	$533K	0.15%	0.00%	+3.7%	Q3 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$482K	0.14%	0.00%	-11.4%	Q3 2024
SLViShares Silver Trust	$472K	0.14%	0.00%	+21.5%	Q4 2025
BXBlackstone Inc.	$398K	0.12%	0.00%	-0.4%	Q3 2024
CLSCelestica Inc	$390K	0.11%	0.00%	-8.7%	Q2 2025
ROKRockwell Automation, Inc	$329K	0.10%	0.00%	+0.3%	Q1 2021

Q4 2025Reported Jan 30, 202657 positions
OUNZVanEck Merk Gold ETF	$9.73M	2.84%	0.40%	+7.1%	Q4 2021
GLDSPDR Gold Trust	$7.39M	2.16%	0.01%	-0.9%	Q3 2018
FBTCFidelity Wise Origin Bitcoin Fund	$4.48M	1.31%	0.03%	+3.0%	Q1 2024
NVDANvidia Corp	$3.32M	0.97%	0.00%	+0.4%	Q1 2023
MSFTMicrosoft Corp	$2.87M	0.84%	0.00%	+0.1%	Q4 2019
AAPLApple Inc.	$2.82M	0.82%	0.00%	+0.5%	Q1 2019
FFINFirst Financial Bankshares Inc	$2.39M	0.70%	0.06%	+0.2%	Q1 2018
NENoble Corp plc	$2.35M	0.69%	0.05%	Not reported	Q1 2024
GOOGLAlphabet Inc.	$2.16M	0.63%	0.00%	-0.6%	Q2 2019
AMZNAmazon Com Inc	$2.08M	0.61%	0.00%	+2.9%	Q2 2020
BRK.BBerkshire Hathaway Inc	$1.98M	0.58%	Not reported	+0.3%	Q4 2017
METAMeta Platforms, Inc.	$1.64M	0.48%	Not reported	+1.0%	Q1 2024
JNJJohnson & Johnson	$1.55M	0.45%	0.00%	-2.3%	Q4 2018
AVGOBroadcom Inc.	$1.53M	0.45%	0.00%	-6.4%	Q3 2023
QQQInvesco QQQ Trust, Series 1	$1.38M	0.40%	Not reported	+19.4%	Q4 2019
NVSNovartis AG	$1.35M	0.39%	0.00%	-1.5%	Q4 2017
TJXTJX Companies Inc	$1.35M	0.39%	0.00%	-0.9%	Q2 2024
ASMLAsml Holding NV	$1.23M	0.36%	0.00%	-1.3%	Q3 2025
MCOMoodys Corp	$1.19M	0.35%	0.00%	+0.4%	Q4 2023
XOMExxonMobil Holdings Corp	$1.19M	0.35%	0.00%	+0.6%	Q4 2017
LMTLockheed Martin Corp	$1.14M	0.33%	0.00%	-0.6%	Q2 2023
ABBVAbbVie Inc.	$1.13M	0.33%	0.00%	+2.3%	Q4 2017
HDHome Depot, Inc.	$1.12M	0.33%	0.00%	+0.6%	Q2 2023
SPGIS&P Global Inc.	$1.12M	0.33%	0.00%	+0.7%	Q4 2023
LOWLowes Companies Inc	$1.12M	0.33%	0.00%	+2.5%	Q3 2023
PCARPaccar Inc	$1.12M	0.33%	0.00%	-1.5%	Q1 2024
MAMastercard Inc	$1.11M	0.32%	0.00%	+3.8%	Q1 2025
KOCoca Cola Co	$1.1M	0.32%	0.00%	+0.7%	Q3 2023
QCOMQualcomm Inc	$1.09M	0.32%	0.00%	-1.9%	Q1 2025
PGPROCTER & GAMBLE Co	$1.06M	0.31%	0.00%	+1.5%	Q2 2023
AZOAutozone Inc	$1.06M	0.31%	0.00%	+0.3%	Q3 2023
ODFLOld Dominion Freight Line, Inc.	$1.04M	0.30%	0.00%	+4.4%	Q2 2024
NVONovo Nordisk A S	$1M	0.29%	Not reported	+7.0%	Q3 2023
ULUnilever PLC	$994K	0.29%	0.00%	-0.7%	Q4 2023
SPYSPDR S&P 500 ETF Trust	$979K	0.29%	Not reported	+27.3%	Q4 2017
WMTWalmart Inc.	$935K	0.27%	0.00%	-4.0%	Q3 2018
EPDEnterprise Products Partners L.P.	$922K	0.27%	0.00%	-3.7%	Q2 2022
EOGEog Resources Inc	$880K	0.26%	0.00%	+3.3%	Q3 2023
GOOGAlphabet Inc.	$856K	0.25%	Not reported	+2.7%	Q2 2019
CPRTCopart Inc	$833K	0.24%	0.00%	+4.0%	Q1 2024
AEPAmerican Electric Power Co Inc	$683K	0.20%	0.00%	+0.8%	Q4 2017
BXBlackstone Inc.	$536K	0.16%	0.00%	+0.3%	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$489K	0.14%	0.00%	-8.7%	Q3 2024
LRCXLam Research Corp	$485K	0.14%	0.00%	-1.9%	Q2 2025
CVXChevron Corp	$485K	0.14%	0.00%	+0.8%	Q2 2020
CLSCelestica Inc	$448K	0.13%	0.00%	-3.6%	Q2 2025
COSTCostco Wholesale Corp	$445K	0.13%	0.00%	+2.4%	Q3 2023
TSLATesla, Inc.	$402K	0.12%	0.00%	-0.2%	Q4 2024
PLTRPalantir Technologies Inc.	$372K	0.11%	0.00%	-4.7%	Q2 2025
SLViShares Silver Trust	$367K	0.11%	0.00%	New	Q4 2025

Q3 2025Reported Nov 12, 202553 positions
OUNZVanEck Merk Gold ETF	$8.15M	2.41%	0.39%	+2.6%	Q4 2021
GLDSPDR Gold Trust	$6.69M	1.98%	0.01%	-0.4%	Q3 2018
FBTCFidelity Wise Origin Bitcoin Fund	$5.69M	1.69%	0.02%	-1.5%	Q1 2024
NVDANvidia Corp	$3.31M	0.98%	0.00%	+2.8%	Q1 2023
MSFTMicrosoft Corp	$3.07M	0.91%	0.00%	+2.2%	Q4 2019
FFINFirst Financial Bankshares Inc	$2.68M	0.79%	0.06%	+0.1%	Q1 2018
AAPLApple Inc.	$2.63M	0.78%	0.00%	+3.7%	Q1 2019
NENoble Corp plc	$2.36M	0.70%	0.05%	Not reported	Q1 2024
BRK.BBerkshire Hathaway Inc	$1.98M	0.59%	Not reported	+2.1%	Q4 2017
AMZNAmazon Com Inc	$1.92M	0.57%	0.00%	+2.9%	Q2 2020
METAMeta Platforms, Inc.	$1.8M	0.53%	Not reported	+3.6%	Q1 2024
GOOGLAlphabet Inc.	$1.69M	0.50%	0.00%	+4.6%	Q2 2019
AVGOBroadcom Inc.	$1.56M	0.46%	0.00%	+1.1%	Q3 2023
JNJJohnson & Johnson	$1.42M	0.42%	0.00%	+3.0%	Q4 2018
AZOAutozone Inc	$1.33M	0.40%	0.00%	+2.6%	Q3 2023
HDHome Depot, Inc.	$1.32M	0.39%	0.00%	+2.2%	Q2 2023
TJXTJX Companies Inc	$1.28M	0.38%	0.00%	+4.4%	Q2 2024
NVSNovartis AG	$1.28M	0.38%	0.00%	+4.2%	Q4 2017
LMTLockheed Martin Corp	$1.19M	0.35%	0.00%	+4.6%	Q2 2023
LOWLowes Companies Inc	$1.14M	0.34%	0.00%	+3.6%	Q3 2023
ASMLAsml Holding NV	$1.13M	0.34%	0.00%	New	Q3 2025
QQQInvesco QQQ Trust, Series 1	$1.13M	0.33%	Not reported	-16.0%	Q4 2019
PGPROCTER & GAMBLE Co	$1.12M	0.33%	0.00%	+5.8%	Q2 2023
ABBVAbbVie Inc.	$1.12M	0.33%	0.00%	+1.1%	Q4 2017
MCOMoodys Corp	$1.11M	0.33%	0.00%	+3.3%	Q4 2023
XOMExxonMobil Holdings Corp	$1.11M	0.33%	0.00%	+4.5%	Q4 2017
QCOMQualcomm Inc	$1.08M	0.32%	0.00%	+4.5%	Q1 2025
MAMastercard Inc	$1.07M	0.32%	0.00%	+5.5%	Q1 2025
SPGIS&P Global Inc.	$1.04M	0.31%	0.00%	+3.9%	Q4 2023
KOCoca Cola Co	$1.03M	0.31%	0.00%	+4.6%	Q3 2023
ULUnilever PLC	$1.02M	0.30%	0.00%	+4.7%	Q4 2023
NVONovo Nordisk A S	$1.02M	0.30%	Not reported	+30.3%	Q3 2023
PCARPaccar Inc	$1.02M	0.30%	0.00%	+4.9%	Q1 2024
EPDEnterprise Products Partners L.P.	$934K	0.28%	0.00%	-0.8%	Q2 2022
CPRTCopart Inc	$920K	0.27%	0.00%	+17.1%	Q1 2024
EOGEog Resources Inc	$909K	0.27%	0.00%	+0.4%	Q3 2023
WMTWalmart Inc.	$901K	0.27%	0.00%	+1.3%	Q3 2018
ODFLOld Dominion Freight Line, Inc.	$896K	0.27%	0.00%	+11.0%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$751K	0.22%	Not reported	-15.3%	Q4 2017
AEPAmerican Electric Power Co Inc	$661K	0.20%	0.00%	+1.9%	Q4 2017
GOOGAlphabet Inc.	$647K	0.19%	Not reported	+0.1%	Q2 2019
BXBlackstone Inc.	$593K	0.18%	0.00%	+0.4%	Q3 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$492K	0.15%	0.00%	+2.5%	Q3 2024
CVXChevron Corp	$490K	0.15%	0.00%	-1.6%	Q2 2020
COSTCostco Wholesale Corp	$466K	0.14%	0.00%	-57.1%	Q3 2023
PLTRPalantir Technologies Inc.	$400K	0.12%	0.00%	+0.1%	Q2 2025
TSLATesla, Inc.	$398K	0.12%	0.00%	+4.0%	Q4 2024
CLSCelestica Inc	$387K	0.11%	0.00%	+4.9%	Q2 2025
LRCXLam Research Corp	$387K	0.11%	0.00%	+0.5%	Q2 2025
ROKRockwell Automation, Inc	$318K	0.09%	0.00%	+0.3%	Q1 2021

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