Smart Money Group LLC
Filing Date
Global Rank
#6,251
/ 8,517
▼ 155
Top Industry
Semiconductors
11.8%
3Y Alpha vs SPY
+2.1%
Period ended 47 days ago
Filed Jul 29, 2026 · 18d
26 quarters · since Mar 2020
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+84.9%
SPY
+76.6%
Annualised alpha
+1.9%
Max drawdown
−15.7%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
55 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
11.5%
+0.5 pts
Top 5
31.4%
−7.0 pts
Top 10
46.0%
−5.7 pts
HHI
370
Diversified−55
Portfolio Trend
26 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 26.5% | $21,845,539 |
| Technology | 20.5% | $16,890,688 |
| Financial Services | 10.5% | $8,648,702 |
| Industrials | 10.3% | $8,466,602 |
| Consumer Cyclical | 9.4% | $7,723,540 |
| Consumer Defensive | 6.4% | $5,297,585 |
| Healthcare | 6.3% | $5,219,383 |
| Communication Services | 4.8% | $3,940,090 |
| Energy | 4.2% | $3,435,125 |
| Utilities | 1.0% | $818,260 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OUNZ | VanEck Merk Gold ETF | +7,015 | 245,920 | $9,490,052 | |
| CPRT | Copart Inc | +3,875 | 31,613 | $891,170 | |
| UL | Unilever PLC | +1,660 | 18,734 | $1,126,288 | |
| TJX | Tjx Companies Inc /De/ | +683 | 9,651 | $1,462,126 | |
| PG | PROCTER & GAMBLE Co | +671 | 8,891 | $1,303,776 | |
| PCAR | Paccar Inc | +573 | 11,116 | $1,335,253 | |
| EOG | Eog Resources Inc | +521 | 9,326 | $1,209,861 | |
| KO | Coca Cola Co | +479 | 17,691 | $1,437,747 | |
| NVS | Novartis AG | +476 | 11,067 | $1,734,420 | |
| LOW | Lowes Companies Inc | +397 | 5,175 | $1,141,035 | |
| FFIN | First Financial Bankshares Inc | +354 | 80,599 | $2,788,725 | |
| AMZN | Amazon Com Inc | +328 | 9,275 | $2,210,603 | |
| JNJ | Johnson & Johnson | +284 | 7,656 | $1,944,394 | |
| HD | Home Depot, Inc. | +272 | 3,866 | $1,363,460 | |
| QCOM | Qualcomm Inc/De | +208 | 7,130 | $1,317,552 | |
| BRK-B | Berkshire Hathaway Inc | +187 | 4,328 | $2,165,687 | |
| SPGI | S&P Global Inc. | +186 | 2,486 | $1,012,448 | |
| LMT | Lockheed Martin Corp | +184 | 2,601 | $1,325,105 | |
| MCO | Moodys Corp /De/ | +181 | 2,499 | $1,131,847 | |
| MA | Mastercard Inc | +179 | 2,241 | $1,150,977 | |
| SLV | iShares Silver Trust | +177 | 7,101 | $379,690 | |
| ODFL | Old Dominion Freight Line, Inc. | +165 | 6,992 | $1,514,467 | |
| MSFT | Microsoft Corp | +147 | 6,235 | $2,325,779 | |
| META | Meta Platforms, Inc. | +146 | 2,680 | $1,509,617 | |
| NVDA | Nvidia Corp | +138 | 17,539 | $3,509,378 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NE | Noble Corp plc | −30,000 | 10,719 | $399,818 | |
| GOOGL | Alphabet Inc. | −2,662 | 6,801 | $2,430,473 | |
| EPD | Enterprise Products Partners L.P. | −388 | 27,352 | $1,005,459 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | −227 | 59,633 | $3,044,264 | |
| WMT | Walmart Inc. | −217 | 8,205 | $929,298 | |
| BX | Blackstone Inc. | −74 | 3,391 | $399,018 | |
| PLTR | Palantir Technologies Inc. | −57 | 1,927 | $224,823 | |
| LRCX | Lam Research Corp | −19 | 2,599 | $1,126,224 | |
| AVGO | Broadcom Inc. | −9 | 4,201 | $1,586,927 | |
| QQQ | Invesco Qqq Trust, Series 1 | −7 | 1,814 | $1,335,829 | |
| SPY | Spdr S&P 500 ETF Trust | −6 | 1,075 | $802,777 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
5 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| BIV | Vanguard Intermediate-Term Bond ETF | 118,356 | $9,134,716 | |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 66,560 | $6,099,558 | |
| XOM | ExxonMobil Holdings Corp | 10,031 | $1,701,859 | |
| VIG | Vanguard Dividend Appreciation ETF | 1,915 | $411,839 | |
| COP | Conocophillips | 1,593 | $210,276 | |
| No positions match the current search. | ||||
55 tracked positions ·
$82,285,514 total
· filing declares
86 positions · $389,528,907
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
Showing 1–50
of 55 positions by value
· page 1 of 2
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| OUNZ |
VanEck Merk Gold ETF
|
Added | 245,920 | $9,490,052 | 11.53% | |
| GLD |
Spdr Gold Trust
|
Added | 18,440 | $6,792,927 | 8.26% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 17,539 | $3,509,378 | 4.26% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
Reduced | 59,633 | $3,044,264 | 3.70% | |
| AAPL |
Apple Inc.
Technology
|
Added | 10,477 | $3,031,624 | 3.68% | |
| FFIN |
First Financial Bankshares Inc
Financial Services
|
Added | 80,599 | $2,788,725 | 3.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 6,801 | $2,430,473 | 2.95% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,235 | $2,325,779 | 2.83% | |
| ASML |
Asml Holding NV
Technology
|
Added | 1,133 | $2,254,035 | 2.74% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 9,275 | $2,210,603 | 2.69% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 4,328 | $2,165,687 | 2.63% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 7,656 | $1,944,394 | 2.36% | |
| NVS |
Novartis AG
Healthcare
|
Added | 11,067 | $1,734,420 | 2.11% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 4,201 | $1,586,927 | 1.93% | |
| ODFL |
Old Dominion Freight Line, Inc.
Industrials
|
Added | 6,992 | $1,514,467 | 1.84% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 2,680 | $1,509,617 | 1.83% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 9,651 | $1,462,126 | 1.78% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 17,691 | $1,437,747 | 1.75% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 3,866 | $1,363,460 | 1.66% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 1,814 | $1,335,829 | 1.62% | |
| PCAR |
Paccar Inc
Industrials
|
Added | 11,116 | $1,335,253 | 1.62% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 2,601 | $1,325,105 | 1.61% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Added | 7,130 | $1,317,552 | 1.60% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 8,891 | $1,303,776 | 1.58% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 5,002 | $1,258,703 | 1.53% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 9,326 | $1,209,861 | 1.47% | |
| GWW |
W.W. Grainger, Inc.
Industrials
|
Added | 875 | $1,190,350 | 1.45% | |
| AZO |
Autozone Inc
Consumer Cyclical
|
Added | 370 | $1,182,497 | 1.44% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 2,241 | $1,150,977 | 1.40% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Added | 5,175 | $1,141,035 | 1.39% | |
| MCO |
Moodys Corp /De/
Financial Services
|
Added | 2,499 | $1,131,847 | 1.38% | |
| UL |
Unilever PLC
Consumer Defensive
|
Added | 18,734 | $1,126,288 | 1.37% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 2,599 | $1,126,224 | 1.37% | |
| EME |
EMCOR Group, Inc.
Industrials
|
Added | 1,289 | $1,069,715 | 1.30% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Added | 2,486 | $1,012,448 | 1.23% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
Reduced | 27,352 | $1,005,459 | 1.22% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 8,205 | $929,298 | 1.13% | |
| CPRT |
Copart Inc
Industrials
|
Added | 31,613 | $891,170 | 1.08% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Added | 5,981 | $818,260 | 0.99% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 1,075 | $802,777 | 0.98% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
Added | 1,479 | $706,326 | 0.86% | |
| CVX |
Chevron Corp
Energy
|
Added | 3,206 | $531,426 | 0.65% | |
| CLS |
Celestica Inc
Technology
|
Added | 1,414 | $515,827 | 0.63% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 535 | $500,476 | 0.61% | |
| ROK |
Rockwell Automation, Inc
Industrials
|
Added | 918 | $454,483 | 0.55% | |
| NE |
Noble Corp plc
Energy
|
Reduced | 10,719 | $399,818 | 0.49% | |
| BX |
Blackstone Inc.
Financial Services
|
Reduced | 3,391 | $399,018 | 0.48% | |
| SLV |
iShares Silver Trust
|
Added | 7,101 | $379,690 | 0.46% | |
| VRT |
Vertiv Holdings Co
Industrials
|
Added | 1,092 | $365,623 | 0.44% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 865 | $363,819 | 0.44% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.