Smart Money Group LLC

Q4 2025 13F-HR Holdings

Location
Eastland, TX
Holdings as of
12/31/2025
Date filed
1/30/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$342,862
Net value change ($000)
+5,153 (1.5%)
New positions
6
Sold out positions
1
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/12/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TFLO 2,875 NEW
OUNZ 1,579 19.4%
BIV 1,321 20.5%
UL 994 NEW
GLD 700 10.5%
VOO 545 48.5%
GOOGL 472 27.9%
MUB 441 15.4%
SLV 367 NEW
MUNI 276 13.5%
Top Reduces (Value $000, Stocks/ETFs)
YOKE -3,054 -1.5%
FBTC -1,214 -21.3%
Unilever PLC -1,022 -100.0%
BIL -752 -8.6%
FFIN -298 -11.1%
USFR -282 -8.1%
AZO -276 -20.7%
MSFT -201 -6.5%
HD -192 -14.6%
META -166 -9.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type