Data as of Q4 2025 (Dec 31, 2025)

Smart Money Group LLC

•CIK: 1728866•Filing: Q4 2025

**Smart Money Group LLC** manages $343M across a concentrated portfolio of 85 positions. The fund exhibits significant conviction in select names, with YOKE representing the largest single holding at $201.5M. Other notable allocations include substantial positions in OUNZ ($9.7M) and BIL ($8.0M). This structure suggests a high-conviction, concentrated approach targeting outsized returns from key market segments.

Total AUM
$342.9M
QoQ Performance
+1.5%
Positions
73
Top 10 Concentration
75.2%
Latest Filing
Q4 2025

Top Holdings Allocation

YOKE
YOKE58.8%
OUNZ2.8%
BIL2.3%
BIV2.3%
GQ92.2%
MEAR2.0%
RISR1.5%
FBTC1.3%

📈 Biggest Buys

TFLO
ISHARES TR
NEW
0.8% of portfolio
BIV
VANGUARD BD INDEX FDS
+20.9%
2.3% of portfolio
UL
UNILEVER PLC
NEW
0.3% of portfolio
OUNZ
VANECK MERK GOLD ETF
+7.0%
2.8% of portfolio
VOO
VANGUARD INDEX FDS
+45.0%
0.5% of portfolio

📉 Biggest Sells

YOKE
EA SERIES TRUST
-0.4%
58.8% of portfolio
BIL
SPDR SERIES TRUST
-8.2%
2.3% of portfolio
USFR
WISDOMTREE TR
-8.2%
0.9% of portfolio
SCHZ
SCHWAB STRATEGIC TR
-4.4%
1.0% of portfolio
TLT
ISHARES TR
-9.5%
0.3% of portfolio

Sector Breakdown

Other89.2%
Technology4.9%
Consumer1.8%
ETF1.1%
Financial0.9%
Healthcare0.8%
Energy0.6%
Industrial0.3%

🚪 Exited Positionssold since Q3 2025

UL
UNILEVER PLC
SOLD
$1.0M

Changes from Q3 2025

NEW6 new positions
↑47 increased
↓29 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

YOKE58.8%
EA SERIES TRUST
$201.5M
OUNZ2.8%
VANECK MERK GOLD ETF
$9.7M
BIL2.3%
SPDR SERIES TRUST
$8.0M
BIV2.3%
VANGUARD BD INDEX FDS
$7.8M
GQ92.2%
SPDR GOLD TR
$7.4M

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