Smart Money Group LLC Top Holdings and 13F Report (2025) About Smart Money Group LLCInvestment ActivitySmart Money Group LLC has $318.87 million in total holdings as of June 30, 2025.Smart Money Group LLC owns shares of 74 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 3.96% of the portfolio was purchased this quarter.About 3.10% of the portfolio was sold this quarter.This quarter, Smart Money Group LLC has purchased 77 new stocks and bought additional shares in 51 stocks.Smart Money Group LLC sold shares of 19 stocks and completely divested from 7 stocks this quarter.Largest Holdings EA SERIES TRUST $200,284,792SPDR Bloomberg 1-3 Month T-Bill ETF $8,670,762VanEck Merk Gold ETF $6,806,410iShares Short Maturity Municipal Bond Active ETF $6,419,200SPDR Gold Shares $5,763,924 Largest New Holdings this Quarter 69608A108 - PALANTIR TECHNOLOGIES INC $298,677 Holding512807306 - LAM RESEARCH CORP $279,833 Holding88160R101 - Tesla $273,505 Holding15101Q207 - CELESTICA INC $233,853 Holding Largest Purchases this Quarter EA SERIES TRUST 109,891 shares (about $2.86M)iShares National Muni Bond ETF 23,336 shares (about $2.44M)Schwab U.S. Aggregate Bond ETF 24,146 shares (about $561.15K)Vanguard Intermediate-Term Bond ETF 6,076 shares (about $469.91K)NVIDIA 1,924 shares (about $303.97K) Largest Sales this Quarter PIMCO Intermediate Municipal Bond Exchange-Traded Fund 50,480 shares (about $2.59M)WisdomTree Floating Rate Treasury Fund 29,535 shares (about $1.49M)iShares Short Maturity Municipal Bond Active ETF 14,256 shares (about $716.65K)VanEck Morningstar Wide Moat ETF 5,338 shares (about $500.66K)iShares 20+ Year Treasury Bond ETF 5,428 shares (about $479.02K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSmart Money Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEA SERIES TRUST$200,284,792$2,864,309 ▲1.5%7,684,05162.8%YOKE CORE ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$8,670,762$4,770 ▼-0.1%94,5252.7%ETFOUNZVanEck Merk Gold ETF$6,806,410$194,848 ▲2.9%213,4342.1%ETFMEARiShares Short Maturity Municipal Bond Active ETF$6,419,200$716,652 ▼-10.0%127,6942.0%ETFGLDSPDR Gold Shares$5,763,924$1,829 ▼0.0%18,9091.8%FinanceFIDELITY WISE ORIGIN BITCOIN$5,442,491$220,219 ▲4.2%57,9051.7%SHSRISRFolioBeyond Alternative Income and Interest Rate Hedge ETF$5,388,204$139,954 ▼-2.5%147,3391.7%ETFSCHZSchwab U.S. Aggregate Bond ETF$5,349,211$561,152 ▲11.7%230,1731.7%ETFBIVVanguard Intermediate-Term Bond ETF$3,965,963$469,914 ▲13.4%51,2801.2%ETFUSFRWisdomTree Floating Rate Treasury Fund$3,284,249$1,485,911 ▼-31.2%65,2801.0%FinanceMSFTMicrosoft$2,890,651$187,537 ▲6.9%5,8110.9%Computer and TechnologyFFINFirst Financial Bankshares$2,865,937$7,412 ▲0.3%79,6540.9%FinanceNVDANVIDIA$2,724,788$303,965 ▲12.6%17,2470.9%Computer and TechnologyMUBiShares National Muni Bond ETF$2,707,599$2,438,145 ▲904.8%25,9150.8%ETFTLTiShares 20+ Year Treasury Bond ETF$2,406,481$479,019 ▼-16.6%27,2690.8%ETFNENoble$2,211,827$2,655 ▲0.1%83,3080.7%EnergyAAPLApple$2,040,538$179,516 ▲9.6%9,9460.6%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,995,965$2,592,669 ▼-56.5%38,8620.6%ETFBRK.BBerkshire Hathaway$1,869,729$130,672 ▲7.5%3,8490.6%FinanceAMZNAmazon.com$1,867,009$168,053 ▲9.9%8,5100.6%Retail/WholesaleMETAMeta Platforms$1,749,915$235,438 ▲15.5%2,3710.5%Computer and TechnologyBOXXAlpha Architect 1-3 Month Box ETF$1,309,116$200,120 ▲18.0%11,6180.4%ETFAVGOBroadcom$1,288,506$88,767 ▲7.4%4,6740.4%Computer and TechnologyQQQInvesco QQQ$1,236,953$219,032 ▼-15.0%2,2420.4%FinanceVOOVanguard S&P 500 ETF$1,191,671$111,329 ▲10.3%2,0980.4%ETFGOOGLAlphabet$1,170,845$81,593 ▲7.5%6,6440.4%Computer and TechnologyHDHome Depot$1,165,523$131,254 ▲12.7%3,1790.4%Retail/WholesaleCOSTCostco Wholesale$1,163,420$81,192 ▲7.5%1,1750.4%Retail/WholesaleNVSNovartis$1,156,995$141,221 ▲13.9%9,5610.4%MedicalIVViShares Core S&P 500 ETF$1,153,553$173,219 ▼-13.1%1,8580.4%ETFJNJJohnson & Johnson$1,135,291$113,804 ▲11.1%7,4320.4%MedicalMCOMoody's$1,129,503$123,383 ▲12.3%2,2520.4%FinanceAZOAutoZone$1,124,806$100,230 ▲9.8%3030.4%Retail/WholesalePGProcter & Gamble$1,101,682$88,740 ▲8.8%6,9150.3%Consumer StaplesSPGIS&P Global$1,084,367$107,065 ▲11.0%2,0560.3%FinanceLMTLockheed Martin$1,053,630$116,247 ▲12.4%2,2750.3%AerospaceKOCocaCola$1,052,857$99,265 ▲10.4%14,8810.3%Consumer StaplesTJXTJX Companies$1,048,518$74,832 ▲7.7%8,4910.3%Retail/WholesaleXOMExxon Mobil$1,012,501$133,247 ▲15.2%9,3920.3%EnergyULUnilever$1,007,684$68,818 ▲7.3%16,4730.3%Consumer StaplesMAMastercard$998,538$151,157 ▲17.8%1,7770.3%Business ServicesQCOMQUALCOMM$994,168$229,828 ▲30.1%6,2420.3%Computer and TechnologyLOWLowe's Companies$972,280$123,366 ▲14.5%4,3820.3%Retail/WholesaleNVONovo Nordisk A/S$972,163$173,450 ▲21.7%14,0850.3%MedicalEOGEOG Resources$966,188$168,168 ▲21.1%8,0780.3%EnergyMOATVanEck Morningstar Wide Moat ETF$944,944$500,656 ▼-34.6%10,0750.3%ETFPCARPACCAR$938,936$134,514 ▲16.7%9,8770.3%Auto/Tires/TrucksEPDEnterprise Products Partners$933,807$36,158 ▲4.0%30,1130.3%EnergyODFLOld Dominion Freight Line$930,687$129,686 ▲16.2%5,7340.3%TransportationABBVAbbVie$885,033$7,982 ▲0.9%4,7680.3%MedicalCPRTCopart$857,400$91,761 ▲12.0%17,4730.3%Business ServicesWMTWalmart$843,779$53,879 ▲6.8%8,6290.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$822,337$261,962 ▼-24.2%1,3310.3%FinanceUSMViShares MSCI USA Min Vol Factor ETF$795,492$89,838 ▼-10.1%8,4740.2%ETFHSYHershey$773,504$101,065 ▲15.0%4,6610.2%Consumer StaplesDJULFT Vest U.S. Equity Deep Buffer ETF - July$641,591$176,667 ▼-21.6%14,4430.2%ETFAEPAmerican Electric Power$598,640$5,396 ▲0.9%5,7690.2%UtilitiesSPTLSPDR Portfolio Long Term Treasury ETF$579,124$175,428 ▲43.5%21,7880.2%ETFBXBlackstone$517,297$10,771 ▲2.1%3,4580.2%FinanceGOOGAlphabet$470,604$82,839 ▲21.4%2,6530.1%Computer and TechnologyCVXChevron$459,317$1,861 ▲0.4%3,2080.1%EnergyTSMTaiwan Semiconductor Manufacturing$389,503$52,538 ▲15.6%1,7200.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$385,454$202,041 ▼-34.4%1,8830.1%ETFROKRockwell Automation$301,519$996 ▲0.3%9080.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$298,677$298,677 ▲New Holding2,1910.1%CL AVFVAVanguard U.S. Value Factor$293,889$53,004 ▼-15.3%2,4840.1%ETFLAM RESEARCH CORP$279,833$279,833 ▲New Holding2,8750.1%COM NEWTSLATesla$273,505$273,505 ▲New Holding8610.1%Auto/Tires/TrucksMMCMarsh & McLennan Companies$269,308$1,093 ▲0.4%1,2320.1%FinanceKMIKinder Morgan$265,340$10,614 ▼-3.8%9,0250.1%EnergySCHDSchwab US Dividend Equity ETF$253,458$207,372 ▼-45.0%9,5640.1%ETFCELESTICA INC$233,853$233,853 ▲New Holding1,4980.1%COMQQQMInvesco NASDAQ 100 ETF$220,793$23,397 ▼-9.6%9720.1%ETFSPMOInvesco S&P 500 Momentum ETF$218,877$379,154 ▼-63.4%1,9460.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$0$505,808 ▼-100.0%00.0%ETFFXHFirst Trust Health Care AlphaDEX Fund$0$453,812 ▼-100.0%00.0%ETFVANGUARD MUN BD FDS$0$269,383 ▼-100.0%00.0%INTERMEDIATE TRMDXJWisdomTree Japan Hedged Equity Fund$0$264,524 ▼-100.0%00.0%FinanceINNOVATOR ETFS TRUST$0$257,972 ▼-100.0%00.0%NASDAQ 100 MANAQUALiShares MSCI USA Quality Factor ETF$0$218,716 ▼-100.0%00.0%ETFUNHUnitedHealth Group$0$200,380 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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