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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$2.89 Million 2.65% of portfolio
5,811
Q2 2025 Added 6.94%
$4.99B
$2.87 Million 2.63% of portfolio
79,654
Q2 2025 Added 0.26%
$456B
$2.72 Million 2.5% of portfolio
17,247
Q2 2025 Added 12.56%
$3.69T
$2.04 Million 1.87% of portfolio
9,946
Q2 2025 Added 9.65%
$621B
$1.87 Million 1.72% of portfolio
3,849
Q2 2025 Added 7.51%
$2.26T
$1.87 Million 1.71% of portfolio
8,510
Q2 2025 Added 9.89%
$1.78T
$1.75 Million 1.61% of portfolio
2,371
Q2 2025 Added 15.55%
$127B
$1.29 Million 1.18% of portfolio
4,674
Q2 2025 Added 7.4%
$1.21T
$1.17 Million 1.07% of portfolio
6,644
Q2 2025 Added 7.49%
$405B
$1.17 Million 1.07% of portfolio
3,179
Q2 2025 Added 12.69%
$439B
$1.16 Million 1.07% of portfolio
1,175
Q2 2025 Added 7.5%
$257B
$1.16 Million 1.06% of portfolio
9,561
Q2 2025 Added 13.9%
$452B
$1.14 Million 1.04% of portfolio
7,432
Q2 2025 Added 11.14%
$94.5B
$1.13 Million 1.04% of portfolio
2,252
Q2 2025 Added 12.26%
$75.9B
$1.12 Million 1.03% of portfolio
303
Q2 2025 Added 9.78%
$368B
$1.1 Million 1.01% of portfolio
6,915
Q2 2025 Added 8.76%
$306B
$1.05 Million 0.97% of portfolio
14,881
Q2 2025 Added 10.41%
$113B
$1.05 Million 0.97% of portfolio
2,275
Q2 2025 Added 12.4%
$155B
$1.05 Million 0.96% of portfolio
8,491
Q2 2025 Added 7.69%
$442B
$1.01 Million 0.93% of portfolio
9,392
Q2 2025 Added 15.15%
$155B
$1.01 Million 0.92% of portfolio
16,473
Q2 2025 Added 7.33%
$548B
$998,000 0.92% of portfolio
1,777
Q2 2025 Added 17.84%
$173B
$994,000 0.91% of portfolio
6,242
Q2 2025 Added 30.07%
$69.2B
$966,000 0.89% of portfolio
8,078
Q2 2025 Added 21.07%
$152B
$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%
$34.4B
$938,000 0.86% of portfolio
9,877
Q2 2025 Added 16.72%
$68.2B
$933,000 0.86% of portfolio
30,113
Q2 2025 Added 4.03%
$16.7B
$930,000 0.85% of portfolio
5,734
Q2 2025 Added 16.19%
$351B
$885,000 0.81% of portfolio
4,768
Q2 2025 Added 0.91%
$11.2B
$857,000 0.79% of portfolio
17,473
Q2 2025 Added 11.98%
$281B
$843,000 0.77% of portfolio
8,629
Q2 2025 Added 6.82%
$25.9B
$773,000 0.71% of portfolio
4,661
Q2 2025 Added 15.03%
$57.5B
$598,000 0.55% of portfolio
5,769
Q2 2025 Added 0.91%
$123B
$517,000 0.47% of portfolio
3,458
Q2 2025 Added 2.13%
$1.24T
$470,000 0.43% of portfolio
2,653
Q2 2025 Added 21.36%
$302B
$459,000 0.42% of portfolio
3,208
Q2 2025 Added 0.41%
$1.27T
$389,000 0.36% of portfolio
1,720
Q2 2025 Added 15.59%
$39.2B
$301,000 0.28% of portfolio
908
Q2 2025 Added 0.33%
$367B
$298,000 0.27% of portfolio
2,191
Q2 2025 New
$1.08T
$273,000 0.25% of portfolio
861
Q2 2025 New
$101B
$269,000 0.25% of portfolio
1,232
Q2 2025 Added 0.41%
$59.7B
$265,000 0.24% of portfolio
9,025
Q2 2025 Reduced 3.85%

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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