Smart Money Group LLC

CIK

1728866

Location

EASTLAND, TX

Portfolio Value

Micro $79,341,603

Diversification

Diversified

Filing Date

Global Rank

#6,130 / 8,603 ▲ 167 · as of Mar 2026

Top Industry

Semiconductors 10.4%

3Y Alpha vs SPY

-3.7%

Period ended 3 months ago

Filed May 5, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+60.9%

SPY

+76.5%

Annualised alpha

-3.7%

Max drawdown

−17.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

54 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.6%

+1.2 pts

Top 5

35.2%

−0.0 pts

Top 10

48.5%

−1.7 pts

HHI

439

Diversified+22

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	30.8%	$24,455,323	6
Technology	17.0%	$13,521,917	11
Financial Services	9.7%	$7,713,073	6
Industrials	9.3%	$7,346,777	8
Consumer Cyclical	8.9%	$7,089,331	6
Energy	6.9%	$5,495,490	6
Consumer Defensive	6.4%	$5,048,749	5
Healthcare	5.7%	$4,500,058	3
Communication Services	4.3%	$3,392,532	2
Utilities	1.0%	$778,353	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CPRT	Copart Inc	+6,467	27,738	$920,901
OUNZ	VanEck Merk Gold ETF	+4,443	238,905	$10,762,670
UL	Unilever PLC	+1,877	17,074	$972,705
KO	Coca Cola Co	+1,534	17,212	$1,308,972
SLV	iShares Silver Trust	+1,223	6,924	$471,801
FBTC	Fidelity Wise Origin Bitcoin Fund	+1,122	59,860	$3,533,535
EME	EMCOR Group, Inc.	+853	1,207	$891,140
PG	PROCTER & GAMBLE Co	+800	8,220	$1,187,296
NVS	Novartis AG	+780	10,591	$1,617,775
QCOM	Qualcomm Inc/De	+523	6,922	$891,415
EOG	Eog Resources Inc	+428	8,805	$1,272,938
FFIN	First Financial Bankshares Inc	+354	80,245	$2,363,215
PCAR	Paccar Inc	+344	10,543	$1,217,716
HD	Home Depot, Inc.	+328	3,594	$1,182,030
BRK-B	Berkshire Hathaway Inc	+198	4,141	$1,984,367
ODFL	Old Dominion Freight Line, Inc.	+187	6,827	$1,333,995
TJX	Tjx Companies Inc /De/	+184	8,968	$1,432,189
SPGI	S&P Global Inc.	+150	2,300	$925,526
MSFT	Microsoft Corp	+145	6,088	$2,253,594
LOW	Lowes Companies Inc	+126	4,778	$1,128,945
MA	Mastercard Inc	+116	2,062	$1,030,298
META	Meta Platforms, Inc.	+53	2,534	$1,449,777
LMT	Lockheed Martin Corp	+50	2,417	$1,460,810
ABBV	AbbVie Inc.	+35	4,967	$1,080,272
AAPL	Apple Inc.	+33	10,396	$2,638,400
No positions match the current search.

Trimmed

Positions the filer reduced

19 positions

Ticker	Company	Δ Shares	Shares	Value
NE	Noble Corp plc	−42,589	40,719	$1,998,081
EPD	Enterprise Products Partners L.P.	−1,012	27,740	$1,049,681
QQQ	Invesco Qqq Trust, Series 1	−428	1,821	$1,051,044
NVDA	Nvidia Corp	−393	17,401	$3,034,734
SPY	Spdr S&P 500 ETF Trust	−354	1,081	$703,017
GLD	Spdr Gold Trust	−220	18,437	$7,933,256
LRCX	Lam Research Corp	−216	2,618	$559,361
AVGO	Broadcom Inc.	−214	4,210	$1,303,037
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−184	1,426	$481,916
GOOGL	Alphabet Inc.	−148	6,756	$1,942,755
CLS	Celestica Inc	−131	1,384	$389,845
PLTR	Palantir Technologies Inc.	−107	1,984	$290,219
JNJ	Johnson & Johnson	−106	7,372	$1,802,011
ANET	Arista Networks, Inc.	−88	1,651	$202,709
AMZN	Amazon Com Inc	−59	8,947	$1,863,391
ASML	Asml Holding NV	−36	1,118	$1,476,687
TSLA	Tesla, Inc.	−30	863	$320,820
MCO	Moodys Corp /De/	−18	2,318	$1,011,227
BX	Blackstone Inc.	−15	3,465	$398,440
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
GWW	W.W. Grainger, Inc.	852	$929,370
VRT	Vertiv Holdings Co	1,054	$264,111
COP	Conocophillips	1,593	$210,276
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
NVO	Novo Nordisk A S	19,646	$999,588
LLY	ELI LILLY & Co	215	$231,056
CEG	Constellation Energy Corp	604	$213,375
DDS	Dillard's, Inc.	343	$207,974
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 positions · $79,341,603 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
OUNZ	VanEck Merk Gold ETF	Added	238,905	+4,443	$10,762,670	+10.7%	13.56%
GLD	Spdr Gold Trust	Reduced	18,437	-220	$7,933,256	+7.3%	10.00%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	59,860	+1,122	$3,533,535	−21.1%	4.45%
NVDA	Nvidia Corp Technology	Reduced	17,401	-393	$3,034,734	−8.6%	3.82%
AAPL	Apple Inc. Technology	Added	10,396	+33	$2,638,400	−6.3%	3.33%
FFIN	First Financial Bankshares Inc Financial Services	Added	80,245	+354	$2,363,215	−1.0%	2.98%
MSFT	Microsoft Corp Technology	Added	6,088	+145	$2,253,594	−21.6%	2.84%
NE	Noble Corp plc Energy	Reduced	40,719	-42,589	$1,998,081	−15.1%	2.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,141	+198	$1,984,367	+0.1%	2.50%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,756	-148	$1,942,755	−10.1%	2.45%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	8,947	-59	$1,863,391	−10.4%	2.35%
JNJ	Johnson & Johnson Healthcare	Reduced	7,372	-106	$1,802,011	+16.4%	2.27%
NVS	Novartis AG Healthcare	Added	10,591	+780	$1,617,775	+19.6%	2.04%
ASML	Asml Holding NV Technology	Reduced	1,118	-36	$1,476,687	+19.6%	1.86%
LMT	Lockheed Martin Corp Industrials	Added	2,417	+50	$1,460,810	+27.6%	1.84%
META	Meta Platforms, Inc. Communication Services	Added	2,534	+53	$1,449,777	−11.5%	1.83%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	8,968	+184	$1,432,189	+6.1%	1.81%
ODFL	Old Dominion Freight Line, Inc. Industrials	Added	6,827	+187	$1,333,995	+28.1%	1.68%
KO	Coca Cola Co Consumer Defensive	Added	17,212	+1,534	$1,308,972	+19.4%	1.65%
AVGO	Broadcom Inc. Technology	Reduced	4,210	-214	$1,303,037	−14.9%	1.64%
EOG	Eog Resources Inc Energy	Added	8,805	+428	$1,272,938	+44.7%	1.60%
PCAR	Paccar Inc Industrials	Added	10,543	+344	$1,217,716	+9.0%	1.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	8,220	+800	$1,187,296	+11.7%	1.50%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,594	+328	$1,182,030	+5.2%	1.49%
AZO	Autozone Inc Consumer Cyclical	Added	344	+32	$1,161,956	+9.8%	1.46%
LOW	Lowes Companies Inc Consumer Cyclical	Added	4,778	+126	$1,128,945	+0.6%	1.42%
ABBV	AbbVie Inc. Healthcare	Added	4,967	+35	$1,080,272	−4.1%	1.36%
QQQ	Invesco Qqq Trust, Series 1	Reduced	1,821	-428	$1,051,044	−23.9%	1.32%
EPD	Enterprise Products Partners L.P. Energy	Reduced	27,740	-1,012	$1,049,681	+13.9%	1.32%
WMT	Walmart Inc. Consumer Defensive	Added	8,422	+29	$1,046,686	+11.9%	1.32%
MA	Mastercard Inc Financial Services	Added	2,062	+116	$1,030,298	−7.3%	1.30%
MCO	Moodys Corp /De/ Financial Services	Reduced	2,318	-18	$1,011,227	−15.3%	1.27%
UL	Unilever PLC Consumer Defensive	Added	17,074	+1,877	$972,705	−2.1%	1.23%
GWW	W.W. Grainger, Inc. Industrials	NEW	852	NEW	$929,370	NEW	1.17%
SPGI	S&P Global Inc. Financial Services	Added	2,300	+150	$925,526	−12.9%	1.17%
CPRT	Copart Inc Industrials	Added	27,738	+6,467	$920,901	+10.6%	1.16%
QCOM	Qualcomm Inc/De Technology	Added	6,922	+523	$891,415	−18.6%	1.12%
EME	EMCOR Group, Inc. Industrials	Added	1,207	+853	$891,140	+311.5%	1.12%
AEP	American Electric Power Co Inc Utilities	Added	5,938	+14	$778,353	+13.9%	0.98%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,081	-354	$703,017	−28.2%	0.89%
CVX	Chevron Corp Energy	Added	3,199	+19	$661,873	+36.6%	0.83%
LRCX	Lam Research Corp Technology	Reduced	2,618	-216	$559,361	+15.3%	0.71%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	535	+19	$533,090	+19.8%	0.67%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	1,426	-184	$481,916	−1.5%	0.61%
SLV	iShares Silver Trust	Added	6,924	+1,223	$471,801	+28.5%	0.59%
BX	Blackstone Inc. Financial Services	Reduced	3,465	-15	$398,440	−25.7%	0.50%
CLS	Celestica Inc Technology	Reduced	1,384	-131	$389,845	−13.0%	0.49%
ROK	Rockwell Automation, Inc Industrials	Added	916	+3	$328,734	−7.5%	0.41%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	863	-30	$320,820	−20.1%	0.40%
KMI	Kinder Morgan, Inc. Energy	Held	9,026	0	$302,641	+22.0%	0.38%