Smart Money Group LLC

Q2 2026 13F-HR Holdings

Location
Eastland, TX
Holdings as of
6/30/2026
Date filed
7/29/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$389,529
Net value change ($000)
+45,816 (13.3%)
New positions
5
Sold out positions
3
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
YOKE 35,246 17.6%
MEAR 6,413 80.2%
CCNR 2,572 NEW
EXXON MOBIL CORP 1,377 NEW
ASML 777 52.6%
BIV 753 8.2%
Direxion Shares ETF Trust 585 NEW
LRCX 567 101.4%
GOOGL 488 25.1%
NVDA 474 15.6%
Top Reduces (Value $000, Stocks/ETFs)
XOM -1,702 -100.0%
NE -1,598 -80.0%
OUNZ -1,273 -11.8%
GLD -1,140 -14.4%
TFLO -1,040 -32.6%
VOO -742 -37.7%
FBTC -490 -13.9%
MUB -389 -12.6%
BIL -283 -4.6%
SPTL -256 -100.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type