Smart Money Group LLC Portfolio Holdings

Smart Money Group LLC

  • $109 Million
  • Q2 2025

Smart Money Group LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $109 Million distributed in 74 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $8.67M, Van Eck Merk Gold Trust with a value of $6.81M, Blackrock Short Maturity Munic with a value of $6.42M, Spdr Gold Trust with a value of $5.76M, and Tidal ETF Tr Foliobeyond Risin with a value of $5.39M.

Examining the 13F form we can see an increase of $2.98M in the current position value, from $106M to 109M.

Below you can find more details about Smart Money Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $109 Million
ETFs: $60.7 Million
Technology: $10.6 Million
Financial Services: $8.73 Million
Consumer Cyclical: $7.31 Million
Consumer Defensive: $5.94 Million
Healthcare: $4.15 Million
Energy: $3.64 Million
Communication Services: $3.39 Million
Other: $3.82 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.67 Million 7.96% of portfolio
94,525
Q2 2025 Reduced 0.05%
$1.41B
$6.81 Million 6.25% of portfolio
213,434
Q2 2025 Added 2.95%
$0
$6.42 Million 5.89% of portfolio
127,694
Q2 2025 Reduced 10.04%
$127B
$5.76 Million 5.29% of portfolio
18,909
Q2 2025 Reduced 0.03%
$0
$5.39 Million 4.95% of portfolio
147,339
Q2 2025 Reduced 2.53%
$0
$5.35 Million 4.91% of portfolio
230,173
Q2 2025 Added 11.72%
$0
$3.97 Million 3.64% of portfolio
51,280
Q2 2025 Added 13.44%
$0
$3.28 Million 3.01% of portfolio
65,280
Q2 2025 Reduced 31.15%
$3.86T
$2.89 Million 2.65% of portfolio
5,811
Q2 2025 Added 6.94%
$4.41B
$2.87 Million 2.63% of portfolio
79,654
Q2 2025 Added 0.26%
$505B
$2.72 Million 2.5% of portfolio
17,247
Q2 2025 Added 12.56%
$0
$2.71 Million 2.48% of portfolio
25,915
Q2 2025 Added 904.85%
$0
$2.41 Million 2.21% of portfolio
27,269
Q2 2025 Reduced 16.6%
$4.35T
$2.04 Million 1.87% of portfolio
9,946
Q2 2025 Added 9.65%
$0
$2 Million 1.83% of portfolio
38,862
Q2 2025 Reduced 56.5%
$621B
$1.87 Million 1.72% of portfolio
3,849
Q2 2025 Added 7.51%
$1.46T
$1.75 Million 1.61% of portfolio
2,371
Q2 2025 Added 15.55%
$150B
$1.29 Million 1.18% of portfolio
4,674
Q2 2025 Added 7.4%
$0
$1.24 Million 1.13% of portfolio
2,242
Q2 2025 Reduced 15.04%
$0
$1.19 Million 1.09% of portfolio
2,098
Q2 2025 Added 10.3%
$1.68T
$1.17 Million 1.07% of portfolio
6,644
Q2 2025 Added 7.49%
$389B
$1.17 Million 1.07% of portfolio
3,179
Q2 2025 Added 12.69%
$403B
$1.16 Million 1.07% of portfolio
1,175
Q2 2025 Added 7.5%
$0
$1.15 Million 1.06% of portfolio
1,858
Q2 2025 Reduced 13.06%
$266B
$1.16 Million 1.06% of portfolio
9,561
Q2 2025 Added 13.9%
$494B
$1.14 Million 1.04% of portfolio
7,432
Q2 2025 Added 11.14%
$88B
$1.13 Million 1.04% of portfolio
2,252
Q2 2025 Added 12.26%
$69.7B
$1.12 Million 1.03% of portfolio
303
Q2 2025 Added 9.78%
$356B
$1.1 Million 1.01% of portfolio
6,915
Q2 2025 Added 8.76%
$159B
$1.08 Million 0.99% of portfolio
2,056
Q2 2025 Added 10.96%
$298B
$1.05 Million 0.97% of portfolio
14,881
Q2 2025 Added 10.41%
$129B
$1.05 Million 0.97% of portfolio
2,275
Q2 2025 Added 12.4%
$163B
$1.05 Million 0.96% of portfolio
8,491
Q2 2025 Added 7.69%
$477B
$1.01 Million 0.93% of portfolio
9,392
Q2 2025 Added 15.15%
$153B
$1.01 Million 0.92% of portfolio
16,473
Q2 2025 Added 7.33%
$526B
$998,000 0.92% of portfolio
1,777
Q2 2025 Added 17.84%
$203B
$994,000 0.91% of portfolio
6,242
Q2 2025 Added 30.07%
$62B
$966,000 0.89% of portfolio
8,078
Q2 2025 Added 21.07%
$148B
$972,000 0.89% of portfolio
4,382
Q2 2025 Added 14.53%
$112B
$972,000 0.89% of portfolio
14,085
Q2 2025 Added 21.72%
$34.2B
$938,000 0.86% of portfolio
9,877
Q2 2025 Added 16.72%
$67B
$933,000 0.86% of portfolio
30,113
Q2 2025 Added 4.03%
$15.7B
$930,000 0.85% of portfolio
5,734
Q2 2025 Added 16.19%
$386B
$885,000 0.81% of portfolio
4,768
Q2 2025 Added 0.91%
$0
$864,000 0.79% of portfolio
10,075
Q2 2025 Reduced 34.63%
$10.2B
$857,000 0.79% of portfolio
17,473
Q2 2025 Added 11.98%
$275B
$843,000 0.77% of portfolio
8,629
Q2 2025 Added 6.82%
$0
$822,000 0.75% of portfolio
1,331
Q2 2025 Reduced 24.16%
$0
$795,000 0.73% of portfolio
8,474
Q2 2025 Reduced 10.15%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $109 Million
  • Prior Value $106 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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