Smart Money Group LLC Portfolio Holdings

Smart Money Group LLC

  • $123 Million
  • Q3 2025

Smart Money Group LLC has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $123 Million distributed in 80 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 $8.76M, Van Eck Merk Gold Trust with a value of $8.15M, Blackrock Short Maturity Munic with a value of $6.72M, Spdr Gold Trust with a value of $6.69M, and Vanguard Bd Index Fd Inc Inter with a value of $6.43M.

Examining the 13F form we can see an increase of $13.6M in the current position value, from $109M to 123M.

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

Portfolio value $123 Million
ETFs: $70 Million
Technology: $13.7 Million
Consumer Cyclical: $8.52 Million
Financial Services: $8.46 Million
Healthcare: $4.83 Million
Consumer Defensive: $4.54 Million
Communication Services: $4.14 Million
Energy: $3.69 Million
Other: $4.08 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.76 Million 7.15% of portfolio
95,514
Q3 2025 Added 1.05%
$1.44B
$8.15 Million 6.65% of portfolio
219,026
Q3 2025 Added 2.62%
$0
$6.72 Million 5.48% of portfolio
133,026
Q3 2025 Added 4.18%
$130B
$6.69 Million 5.46% of portfolio
18,832
Q3 2025 Reduced 0.41%
$0
$6.43 Million 5.25% of portfolio
82,342
Q3 2025 Added 60.57%
$0
$5.12 Million 4.18% of portfolio
142,910
Q3 2025 Reduced 3.01%
$0
$3.48 Million 2.84% of portfolio
69,322
Q3 2025 Added 6.19%
$0
$3.42 Million 2.79% of portfolio
145,788
Q3 2025 Reduced 36.66%
$0
$2.86 Million 2.34% of portfolio
26,890
Q3 2025 Added 3.76%
$0
$2.04 Million 1.67% of portfolio
39,043
Q3 2025 Added 0.47%
$0
$2 Million 1.63% of portfolio
10,288
Q3 2025 New
$0
$1.75 Million 1.43% of portfolio
18,426
Q3 2025 Added 117.44%
$0
$1.33 Million 1.08% of portfolio
14,828
Q3 2025 Reduced 45.62%
$0
$1.25 Million 1.02% of portfolio
1,864
Q3 2025 Added 0.32%
$0
$1.13 Million 0.92% of portfolio
1,884
Q3 2025 Reduced 15.97%
$0
$1.13 Million 0.92% of portfolio
9,308
Q3 2025 Added 378.31%
$0
$1.02 Million 0.83% of portfolio
15,538
Q3 2025 New
$0
$997,000 0.81% of portfolio
3,889
Q3 2025 New
$0
$822,000 0.67% of portfolio
9,577
Q3 2025 Reduced 4.94%
$0
$750,000 0.61% of portfolio
1,127
Q3 2025 Reduced 15.33%
$0
$648,000 0.53% of portfolio
13,886
Q3 2025 Reduced 3.86%
$0
$613,000 0.5% of portfolio
24,770
Q3 2025 New
$0
$592,000 0.48% of portfolio
18,349
Q3 2025 New
$0
$501,000 0.41% of portfolio
16,872
Q3 2025 New
$0
$367,000 0.3% of portfolio
2,015
Q3 2025 Added 7.01%
$0
$342,000 0.28% of portfolio
12,707
Q3 2025 Reduced 41.68%
$0
$317,000 0.26% of portfolio
2,492
Q3 2025 Added 0.32%
$0
$261,000 0.21% of portfolio
9,580
Q3 2025 Added 0.17%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $123 Million
  • Prior Value $109 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 9 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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