Smart Money Group LLC Diversified Active

Location: Eastland, TX

CIK: 0001728866 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Jan 30, 2026

Total Value: $343M (100.0% shares, 0.0% debt)

Holdings (85)

YOKE EA SERIES TRUST 58.8%
Value $202M Shares 7,414,194 Est. Cost $23.85 Unrealized
OUNZ VANECK MERK GOLD ETF 2.8%
Value $9.725M Shares 234,462 Est. Cost $24.48 Unrealized
BIL SPDR SERIES TRUST 2.3%
Value $8.011M Shares 87,670 Est. Cost $91.53 Unrealized
BIV VANGUARD BD INDEX FDS 2.3%
Value $7.751M Shares 99,521 Est. Cost $77.31 Unrealized
GLD SPDR GOLD TR 2.2%
Value $7.394M Shares 18,657 Est. Cost $195.50 Unrealized
MEAR ISHARES U S ETF TR 2.0%
Value $6.857M Shares 136,262 Est. Cost $49.91 Unrealized
RISR TIDAL TRUST I 1.5%
Value $5.311M Shares 147,091 Est. Cost $34.17 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 1.3%
Value $4.478M Shares 58,738 Est. Cost $56.04 Unrealized
NVDA NVIDIA CORPORATION 1.0%
Value $3.319M Shares 17,794 Est. Cost $105.11 Unrealized +77.1%
MUB ISHARES TR 1.0%
Value $3.305M Shares 30,855 Est. Cost $104.96 Unrealized
SCHZ SCHWAB STRATEGIC TR 1.0%
Value $3.257M Shares 139,387 Est. Cost $29.77 Unrealized
USFR WISDOMTREE TR 0.9%
Value $3.203M Shares 63,649 Est. Cost $50.31 Unrealized
TFLO ISHARES TR 0.8%
Value $2.875M Shares 56,975 Est. Cost $50.46 Unrealized
MSFT MICROSOFT CORP 0.8%
Value $2.874M Shares 5,943 Est. Cost $318.36 Unrealized +57.2%
AAPL APPLE INC 0.8%
Value $2.817M Shares 10,363 Est. Cost $180.57 Unrealized +48.6%
FFIN FIRST FINL BANKSHARES INC 0.7%
Value $2.386M Shares 79,891 Est. Cost $32.91 Unrealized -4.7%
NE NOBLE CORP PLC 0.7%
Value $2.353M Shares 83,308 Est. Cost $39.95 Unrealized -26.8%
MUNI PIMCO ETF TR 0.7%
Value $2.317M Shares 44,217 Est. Cost $52.20 Unrealized
GOOGL ALPHABET INC 0.6%
Value $2.161M Shares 6,904 Est. Cost $134.60 Unrealized +112.2%
AMZN AMAZON COM INC 0.6%
Value $2.079M Shares 9,006 Est. Cost $159.10 Unrealized +43.8%
QUAL ISHARES TR 0.6%
Value $1.986M Shares 9,997 Est. Cost $194.50 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $1.982M Shares 3,943 Est. Cost $332.85 Unrealized +49.5%
USMV ISHARES TR 0.5%
Value $1.735M Shares 18,430 Est. Cost $77.94 Unrealized
VOO VANGUARD INDEX FDS 0.5%
Value $1.669M Shares 2,661 Est. Cost $447.44 Unrealized
META META PLATFORMS INC 0.5%
Value $1.638M Shares 2,481 Est. Cost $529.17 Unrealized +26.1%
JNJ JOHNSON & JOHNSON 0.5%
Value $1.548M Shares 7,478 Est. Cost $141.80 Unrealized +38.9%
AVGO BROADCOM INC 0.4%
Value $1.531M Shares 4,424 Est. Cost $141.61 Unrealized +152.1%
QQQ INVESCO QQQ TR 0.4%
Value $1.382M Shares 2,249 Est. Cost $409.48 Unrealized
NVS NOVARTIS AG 0.4%
Value $1.353M Shares 9,811 Est. Cost $98.72 Unrealized
TJX TJX COS INC NEW 0.4%
Value $1.349M Shares 8,784 Est. Cost $108.38 Unrealized +36.3%
SPMO INVESCO EXCH TRADED FD TR II 0.4%
Value $1.331M Shares 11,152 Est. Cost $114.86 Unrealized
BOXX EA SERIES TRUST 0.4%
Value $1.289M Shares 11,196 Est. Cost $108.97 Unrealized
IVV ISHARES TR 0.4%
Value $1.257M Shares 1,835 Est. Cost $370.23 Unrealized
ASML ASML HOLDING N V 0.4%
Value $1.235M Shares 1,154 Est. Cost $968.09 Unrealized
MCO MOODYS CORP 0.3%
Value $1.194M Shares 2,336 Est. Cost $406.22 Unrealized +20.0%
XOM EXXON MOBIL CORP 0.3%
Value $1.188M Shares 9,868 Est. Cost $98.23 Unrealized +17.6%
TLT ISHARES TR 0.3%
Value $1.169M Shares 13,412 Est. Cost $92.32 Unrealized
LMT LOCKHEED MARTIN CORP 0.3%
Value $1.145M Shares 2,367 Est. Cost $442.23 Unrealized +7.7%
ABBV ABBVIE INC 0.3%
Value $1.127M Shares 4,932 Est. Cost $105.49 Unrealized +115.7%
HD HOME DEPOT INC 0.3%
Value $1.124M Shares 3,266 Est. Cost $333.05 Unrealized +9.5%
SPGI S&P GLOBAL INC 0.3%
Value $1.124M Shares 2,150 Est. Cost $447.32 Unrealized +10.5%
LOW LOWES COS INC 0.3%
Value $1.122M Shares 4,652 Est. Cost $225.59 Unrealized +6.3%
PCAR PACCAR INC 0.3%
Value $1.117M Shares 10,199 Est. Cost $99.48 Unrealized +1.7%
MA MASTERCARD INCORPORATED 0.3%
Value $1.111M Shares 1,946 Est. Cost $545.52 Unrealized +2.5%
KO COCA COLA CO 0.3%
Value $1.096M Shares 15,678 Est. Cost $60.32 Unrealized +15.1%
QCOM QUALCOMM INC 0.3%
Value $1.095M Shares 6,399 Est. Cost $156.33 Unrealized +9.3%
PG PROCTER AND GAMBLE CO 0.3%
Value $1.063M Shares 7,420 Est. Cost $153.69 Unrealized -4.2%
AZO AUTOZONE INC 0.3%
Value $1.058M Shares 312 Est. Cost $2943.04 Unrealized +28.4%
FDLO FIDELITY COVINGTON TRUST 0.3%
Value $1.049M Shares 15,713 Est. Cost $65.88 Unrealized
ODFL OLD DOMINION FREIGHT LINE IN 0.3%
Value $1.041M Shares 6,640 Est. Cost $177.41 Unrealized -19.3%
NVO NOVO-NORDISK A S 0.3%
Value $1M Shares 19,646 Est. Cost $74.48 Unrealized
UL UNILEVER PLC 0.3%
Value $994K Shares 15,197 Est. Cost $65.40 Unrealized
MTUM ISHARES TR 0.3%
Value $986K Shares 3,938 Est. Cost $256.40 Unrealized
SPY SPDR S&P 500 ETF TR 0.3%
Value $979K Shares 1,435 Est. Cost $462.05 Unrealized
WMT WALMART INC 0.3%
Value $935K Shares 8,393 Est. Cost $54.34 Unrealized +97.3%
MOAT VANECK ETF TRUST 0.3%
Value $931K Shares 8,991 Est. Cost $77.40 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value $922K Shares 28,752 Est. Cost $27.56 Unrealized
EOG EOG RES INC 0.3%
Value $880K Shares 8,377 Est. Cost $117.45 Unrealized -8.7%
GOOG ALPHABET INC 0.2%
Value $856K Shares 2,727 Est. Cost $158.77 Unrealized +80.3%
CPRT COPART INC 0.2%
Value $833K Shares 21,271 Est. Cost $52.28 Unrealized -20.7%
SCHQ SCHWAB STRATEGIC TR 0.2%
Value $755K Shares 23,806 Est. Cost $32.17 Unrealized
FLMI FRANKLIN TEMPLETON ETF TR 0.2%
Value $715K Shares 28,763 Est. Cost $24.78 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.2%
Value $683K Shares 5,924 Est. Cost $59.06 Unrealized +99.3%
ANGL VANECK ETF TRUST 0.2%
Value $630K Shares 21,446 Est. Cost $29.65 Unrealized
DJUL FIRST TR EXCHNG TRADED FD VI 0.2%
Value $602K Shares 12,645 Est. Cost $36.50 Unrealized
BX BLACKSTONE INC 0.2%
Value $536K Shares 3,480 Est. Cost $156.11 Unrealized -3.0%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.1%
Value $489K Shares 1,610 Est. Cost $197.49 Unrealized
LRCX LAM RESEARCH CORP 0.1%
Value $485K Shares 2,834 Est. Cost $78.86 Unrealized +97.0%
CVX CHEVRON CORP NEW 0.1%
Value $485K Shares 3,180 Est. Cost $104.64 Unrealized +44.7%
CLS CELESTICA INC 0.1%
Value $448K Shares 1,515 Est. Cost $110.73 Unrealized +172.2%
COST COSTCO WHSL CORP NEW 0.1%
Value $445K Shares 516 Est. Cost $729.39 Unrealized +24.2%
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $432K Shares 1,968 Est. Cost $121.16 Unrealized
TSLA TESLA INC 0.1%
Value $402K Shares 893 Est. Cost $303.01 Unrealized +46.3%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $372K Shares 2,091 Est. Cost $117.28 Unrealized +54.4%
SLV ISHARES SILVER TR 0.1%
Value $367K Shares 5,701 Est. Cost $64.42 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value $355K Shares 913 Est. Cost $219.91 Unrealized +70.6%
SPTL SPDR SERIES TRUST 0.1%
Value $345K Shares 13,033 Est. Cost $27.04 Unrealized
VFVA VANGUARD WELLINGTON FD 0.1%
Value $332K Shares 2,503 Est. Cost $98.67 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value $248K Shares 9,026 Est. Cost $24.88 Unrealized +8.2%
LLY ELI LILLY & CO 0.1%
Value $231K Shares 215 Est. Cost $955.55 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.1%
Value $230K Shares 8,372 Est. Cost $44.91 Unrealized
ANET ARISTA NETWORKS INC 0.1%
Value $228K Shares 1,739 Est. Cost $128.99 Unrealized +6.7%
EME EMCOR GROUP INC 0.1%
Value $217K Shares 354 Est. Cost $647.50 Unrealized 0.0%
CEG CONSTELLATION ENERGY CORP 0.1%
Value $213K Shares 604 Est. Cost $363.20 Unrealized 0.0%
DDS DILLARDS INC 0.1%
Value $208K Shares 343 Est. Cost $495.06 Unrealized +23.1%