Smart Money Group LLC Diversified Active

Location: Eastland, TX

CIK: 0001728866 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 5, 2026

Total Value: $344M (100.0% shares, 0.0% debt)

Holdings (84)

YOKE EA SERIES TRUST 58.2%
Value $200M Shares 7,264,021 Est. Cost $23.85 Unrealized
OUNZ VANECK MERK GOLD ETF 3.1%
Value $10.76M Shares 238,905 Est. Cost $24.87 Unrealized
BIV VANGUARD BD INDEX FDS 2.7%
Value $9.135M Shares 118,356 Est. Cost $77.29 Unrealized
MEAR ISHARES U S ETF TR 2.3%
Value $7.994M Shares 158,802 Est. Cost $49.97 Unrealized
GLD SPDR GOLD TR 2.3%
Value $7.933M Shares 18,437 Est. Cost $195.50 Unrealized
BIL SPDR SERIES TRUST 1.8%
Value $6.1M Shares 66,560 Est. Cost $91.53 Unrealized
RISR TIDAL TRUST I 1.6%
Value $5.531M Shares 152,706 Est. Cost $34.25 Unrealized
SCHZ SCHWAB STRATEGIC TR 1.1%
Value $3.804M Shares 163,829 Est. Cost $28.79 Unrealized
FBTC FIDELITY WISE ORIGIN BITCOIN 1.0%
Value $3.534M Shares 59,860 Est. Cost $56.09 Unrealized
TFLO ISHARES TR 0.9%
Value $3.194M Shares 63,090 Est. Cost $50.48 Unrealized
MUB ISHARES TR 0.9%
Value $3.086M Shares 29,071 Est. Cost $104.96 Unrealized
NVDA NVIDIA CORPORATION 0.9%
Value $3.035M Shares 17,401 Est. Cost $105.11 Unrealized +77.6%
MUNI PIMCO ETF TR 0.9%
Value $2.989M Shares 57,272 Est. Cost $52.20 Unrealized
USFR WISDOMTREE TR 0.8%
Value $2.856M Shares 56,732 Est. Cost $50.31 Unrealized
AAPL APPLE INC 0.8%
Value $2.638M Shares 10,396 Est. Cost $180.57 Unrealized +45.6%
FFIN FIRST FINL BANKSHARES INC 0.7%
Value $2.363M Shares 80,245 Est. Cost $32.91 Unrealized -0.9%
MSFT MICROSOFT CORP 0.7%
Value $2.254M Shares 6,088 Est. Cost $321.12 Unrealized +35.3%
NE NOBLE CORP PLC 0.6%
Value $1.998M Shares 40,719 Est. Cost $39.95 Unrealized -7.0%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value $1.984M Shares 4,141 Est. Cost $340.53 Unrealized +44.9%
VOO VANGUARD INDEX FDS 0.6%
Value $1.966M Shares 3,290 Est. Cost $476.13 Unrealized
GOOGL ALPHABET INC 0.6%
Value $1.943M Shares 6,756 Est. Cost $134.60 Unrealized +140.2%
AMZN AMAZON COM INC 0.5%
Value $1.863M Shares 8,947 Est. Cost $159.10 Unrealized +42.6%
QUAL ISHARES TR 0.5%
Value $1.833M Shares 9,559 Est. Cost $194.50 Unrealized
JNJ JOHNSON & JOHNSON 0.5%
Value $1.802M Shares 7,372 Est. Cost $141.80 Unrealized +60.7%
XOM EXXON MOBIL CORP 0.5%
Value $1.702M Shares 10,031 Est. Cost $98.88 Unrealized +40.3%
NVS NOVARTIS AG 0.5%
Value $1.618M Shares 10,591 Est. Cost $102.70 Unrealized
USMV ISHARES TR 0.5%
Value $1.61M Shares 17,365 Est. Cost $77.94 Unrealized
ASML ASML HLDG NV 0.4%
Value $1.477M Shares 1,118 Est. Cost $968.09 Unrealized
LMT LOCKHEED MARTIN CORP 0.4%
Value $1.461M Shares 2,417 Est. Cost $445.51 Unrealized +34.9%
META META PLATFORMS INC 0.4%
Value $1.45M Shares 2,534 Est. Cost $531.82 Unrealized +23.3%
TJX TJX COS INC NEW 0.4%
Value $1.432M Shares 8,968 Est. Cost $109.32 Unrealized +41.1%
ODFL OLD DOMINION FREIGHT LINE IN 0.4%
Value $1.334M Shares 6,827 Est. Cost $177.57 Unrealized +3.1%
KO COCA COLA CO 0.4%
Value $1.309M Shares 17,212 Est. Cost $61.60 Unrealized +21.4%
AVGO BROADCOM INC 0.4%
Value $1.303M Shares 4,210 Est. Cost $141.61 Unrealized +136.0%
BOXX EA SERIES TRUST 0.4%
Value $1.302M Shares 11,196 Est. Cost $108.97 Unrealized
EOG EOG RES INC 0.4%
Value $1.273M Shares 8,805 Est. Cost $117.19 Unrealized -4.3%
PCAR PACCAR INC 0.4%
Value $1.218M Shares 10,543 Est. Cost $100.24 Unrealized +22.7%
PG PROCTER & GAMBLE CO 0.3%
Value $1.187M Shares 8,220 Est. Cost $153.50 Unrealized -1.1%
IVV ISHARES TR 0.3%
Value $1.183M Shares 1,811 Est. Cost $370.23 Unrealized
HD HOME DEPOT INC 0.3%
Value $1.182M Shares 3,594 Est. Cost $337.06 Unrealized +11.8%
AZO AUTOZONE INC 0.3%
Value $1.162M Shares 344 Est. Cost $3006.48 Unrealized +20.6%
LOW LOWES COS INC 0.3%
Value $1.129M Shares 4,778 Est. Cost $226.80 Unrealized +19.7%
SCHQ SCHWAB STRATEGIC TR 0.3%
Value $1.098M Shares 34,937 Est. Cost $31.93 Unrealized
ABBV ABBVIE INC 0.3%
Value $1.08M Shares 4,967 Est. Cost $105.49 Unrealized +111.0%
ANGL VANECK ETF TRUST 0.3%
Value $1.063M Shares 37,003 Est. Cost $29.26 Unrealized
QQQ INVESCO QQQ TR 0.3%
Value $1.051M Shares 1,821 Est. Cost $409.48 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.3%
Value $1.05M Shares 27,740 Est. Cost $27.56 Unrealized
WMT WALMART INC 0.3%
Value $1.047M Shares 8,422 Est. Cost $54.34 Unrealized +124.6%
MA MASTERCARD INCORPORATED 0.3%
Value $1.03M Shares 2,062 Est. Cost $545.16 Unrealized -1.1%
MCO MOODYS CORP 0.3%
Value $1.011M Shares 2,318 Est. Cost $406.22 Unrealized +20.5%
SPMO INVESCO EXCH TRADED FD TR II 0.3%
Value $1M Shares 8,919 Est. Cost $114.86 Unrealized
SPGI S&P GLOBAL INC 0.3%
Value $978K Shares 2,300 Est. Cost $449.80 Unrealized +7.9%
UL UNILEVER PLC 0.3%
Value $973K Shares 17,074 Est. Cost $64.47 Unrealized
GWW WW GRAINGER INC 0.3%
Value $929K Shares 852 Est. Cost $1094.66 Unrealized 0.0%
CPRT COPART INC 0.3%
Value $921K Shares 27,738 Est. Cost $49.22 Unrealized -20.4%
MTUM ISHARES TR 0.3%
Value $908K Shares 3,783 Est. Cost $256.40 Unrealized
QCOM QUALCOMM INC 0.3%
Value $891K Shares 6,922 Est. Cost $156.15 Unrealized -1.4%
EME EMCOR GROUP INC 0.3%
Value $891K Shares 1,207 Est. Cost $703.45 Unrealized +3.3%
FDLO FIDELITY COVINGTON TRUST 0.3%
Value $880K Shares 13,630 Est. Cost $65.88 Unrealized
TLT ISHARES TR 0.3%
Value $879K Shares 10,142 Est. Cost $92.32 Unrealized
MOAT VANECK ETF TRUST 0.2%
Value $849K Shares 8,778 Est. Cost $77.40 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.2%
Value $778K Shares 5,938 Est. Cost $59.06 Unrealized +104.1%
GOOG ALPHABET INC 0.2%
Value $777K Shares 2,707 Est. Cost $158.77 Unrealized +103.9%
FLMI FRANKLIN TEMPLETON ETF TR 0.2%
Value $771K Shares 31,084 Est. Cost $24.78 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.2%
Value $703K Shares 1,081 Est. Cost $462.05 Unrealized
CVX CHEVRON CORPORATION 0.2%
Value $662K Shares 3,199 Est. Cost $104.64 Unrealized +64.2%
LRCX LAM RESEARCH CORP 0.2%
Value $559K Shares 2,618 Est. Cost $78.86 Unrealized +186.5%
COST COSTCO WHOLESALE CORPORATION 0.2%
Value $533K Shares 535 Est. Cost $737.72 Unrealized +30.6%
DJUL FIRST TR EXCHNG TRADED FD VI 0.1%
Value $503K Shares 10,753 Est. Cost $36.50 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.1%
Value $482K Shares 1,426 Est. Cost $197.49 Unrealized
SLV ISHARES SILVER TR 0.1%
Value $472K Shares 6,924 Est. Cost $65.08 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value $412K Shares 1,915 Est. Cost $121.16 Unrealized
BX BLACKSTONE INC 0.1%
Value $398K Shares 3,465 Est. Cost $156.11 Unrealized -9.8%
CLS CELESTICA INC 0.1%
Value $390K Shares 1,384 Est. Cost $110.73 Unrealized +171.8%
VFVA VANGUARD WELLINGTON FD 0.1%
Value $338K Shares 2,511 Est. Cost $98.67 Unrealized
ROK ROCKWELL AUTOMATION INC 0.1%
Value $329K Shares 916 Est. Cost $219.91 Unrealized +86.6%
TSLA TESLA INC 0.1%
Value $321K Shares 863 Est. Cost $303.01 Unrealized +40.6%
KMI KINDER MORGAN INC DEL 0.1%
Value $303K Shares 9,026 Est. Cost $24.88 Unrealized +19.6%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value $290K Shares 1,984 Est. Cost $117.28 Unrealized +31.4%
VRT VERTIV HOLDINGS CO 0.1%
Value $264K Shares 1,054 Est. Cost $199.85 Unrealized 0.0%
SCHD SCHWAB STRATEGIC TR 0.1%
Value $259K Shares 8,445 Est. Cost $44.91 Unrealized
SPTL SPDR SERIES TRUST 0.1%
Value $256K Shares 9,748 Est. Cost $27.04 Unrealized
COP CONOCOPHILLIPS 0.1%
Value $210K Shares 1,593 Est. Cost $102.65 Unrealized 0.0%
ANET ARISTA NETWORKS INC 0.1%
Value $203K Shares 1,651 Est. Cost $128.99 Unrealized +4.7%