Smart Money Group LLC

Q1 2026 13F-HR Holdings

Location
Eastland, TX
Holdings as of
3/31/2026
Date filed
5/5/2026
Form type
13F-HR
Num holdings
84
Total value ($000)
$343,713
Net value change ($000)
+851 (0.2%)
New positions
3
Sold out positions
4
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
BIV 1,384 17.9%
MEAR 1,137 16.6%
OUNZ 1,038 10.7%
GWW 929 NEW
EME 674 310.6%
MUNI 672 29.0%
SCHZ 547 16.8%
GLD 539 7.3%
XOM 514 43.3%
ANGL 433 68.7%
Top Reduces (Value $000, Stocks/ETFs)
BIL -1,911 -23.9%
YOKE -1,476 -0.7%
NVO -1,000 -100.0%
FBTC -944 -21.1%
MSFT -620 -21.6%
NE -355 -15.1%
USFR -347 -10.8%
SPMO -331 -24.9%
QQQ -331 -24.0%
TLT -290 -24.8%
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