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%
$1.3B
$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%
$117B
$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%
$3.84T
$2.89 Million 2.65% of portfolio
5,811
Q2 2025 Added 6.94%
$5.05B
$2.87 Million 2.63% of portfolio
79,654
Q2 2025 Added 0.26%
$443B
$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%
$3.8T
$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%
$644B
$1.87 Million 1.72% of portfolio
3,849
Q2 2025 Added 7.51%
$1.75T
$1.75 Million 1.61% of portfolio
2,371
Q2 2025 Added 15.55%
$147B
$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%
$1.5T
$1.17 Million 1.07% of portfolio
6,644
Q2 2025 Added 7.49%
$433B
$1.17 Million 1.07% of portfolio
3,179
Q2 2025 Added 12.69%
$425B
$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%
$265B
$1.16 Million 1.06% of portfolio
9,561
Q2 2025 Added 13.9%
$464B
$1.14 Million 1.04% of portfolio
7,432
Q2 2025 Added 11.14%
$93.2B
$1.13 Million 1.04% of portfolio
2,252
Q2 2025 Added 12.26%
$80.4B
$1.12 Million 1.03% of portfolio
303
Q2 2025 Added 9.78%
$372B
$1.1 Million 1.01% of portfolio
6,915
Q2 2025 Added 8.76%
$177B
$1.08 Million 0.99% of portfolio
2,056
Q2 2025 Added 10.96%
$286B
$1.05 Million 0.97% of portfolio
14,881
Q2 2025 Added 10.41%
$124B
$1.05 Million 0.97% of portfolio
2,275
Q2 2025 Added 12.4%
$164B
$1.05 Million 0.96% of portfolio
8,491
Q2 2025 Added 7.69%
$468B
$1.01 Million 0.93% of portfolio
9,392
Q2 2025 Added 15.15%
$158B
$1.01 Million 0.92% of portfolio
16,473
Q2 2025 Added 7.33%
$556B
$998,000 0.92% of portfolio
1,777
Q2 2025 Added 17.84%
$181B
$994,000 0.91% of portfolio
6,242
Q2 2025 Added 30.07%
$68.9B
$966,000 0.89% of portfolio
8,078
Q2 2025 Added 21.07%
$169B
$972,000 0.89% of portfolio
4,382
Q2 2025 Added 14.53%
$126B
$972,000 0.89% of portfolio
14,085
Q2 2025 Added 21.72%
$35.5B
$938,000 0.86% of portfolio
9,877
Q2 2025 Added 16.72%
$69.1B
$933,000 0.86% of portfolio
30,113
Q2 2025 Added 4.03%
$16.2B
$930,000 0.85% of portfolio
5,734
Q2 2025 Added 16.19%
$385B
$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%
$11.3B
$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%
$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
Track This Portfolio

Track Smart Money Group LLC Portfolio

Follow Smart Money Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smart Money Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smart Money Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email