Fund HoldingsSmart Money Group LLC

Total Portfolio Value
$343.71M
Total Bought
$14.18M
Total Sold
$10.91M
Net Transaction
+$3.27M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
VANGUARD BD INDEX FDS99,521118,356+18,8357,7519,1352.66%+1,384
ISHARES U S ETF TR
SHOR MAT MUN ETF
136,262158,802+22,5406,8577,9942.33%+1,137
VANECK MERK GOLD ETF(OUNZ)234,462238,905+4,4439,72510,7633.13%+1,037
WW GRAINGER INC(GWW)0852+85209290.27%+929
EMCOR GROUP INC(EME)3541,207+8532178910.26%+675
PIMCO ETF TR
INTER MUN BD ACT
44,21757,272+13,0552,3172,9890.87%+672
SCHWAB STRATEGIC TR139,387163,829+24,4423,2573,8041.11%+547
SPDR GOLD TR(GLD)18,65718,437-2207,3947,9332.31%+539
EXXON MOBIL CORP9,86810,031+1631,1881,7020.50%+514
VANECK ETF TRUST
FALLEN ANGEL HG
21,44637,003+15,5576301,0630.31%+433
EOG RES INC(EOG)8,3778,805+4288801,2730.37%+393
SCHWAB STRATEGIC TR23,80634,937+11,1317551,0980.32%+343
ISHARES TR
TRS FLT RT BD
56,97563,090+6,1152,8753,1940.93%+319
LOCKHEED MARTIN CORP(LMT)2,3672,417+501,1451,4610.43%+316
VANGUARD INDEX FDS2,6613,290+6291,6691,9660.57%+297
OLD DOMINION FREIGHT LINE IN(ODFL)6,6406,827+1871,0411,3340.39%+293
NOVARTIS AG(NVS)9,81110,591+7801,3531,6180.47%+265
VERTIV HOLDINGS CO(VRT)01,054+1,05402640.08%+264
JOHNSON & JOHNSON(JNJ)7,4787,372-1061,5481,8020.52%+255
ASML HLDG NV
N Y REGISTRY SHS
1,1541,118-361,2351,4770.43%+242
TIDAL TRUST I147,091152,706+5,6155,3115,5311.61%+220
COCA COLA CO(KO)15,67817,212+1,5341,0961,3090.38%+213
CONOCOPHILLIPS(COP)01,593+1,59302100.06%+210
CHEVRON CORPORATION(CVX)3,1803,199+194856620.19%+177
ENTERPRISE PRODS PARTNERS L(EPD)28,75227,740-1,0129221,0500.31%+128
PROCTER & GAMBLE CO(PG)7,4208,220+8001,0631,1870.35%+124
WALMART INC(WMT)8,3938,422+299351,0470.30%+112
ISHARES SILVER TR(SLV)5,7016,924+1,2233674720.14%+105
AUTOZONE INC(AZO)312344+321,0581,1620.34%+104
PACCAR INC(PCAR)10,19910,543+3441,1171,2180.35%+101
AMERICAN ELEC PWR CO INC5,9245,938+146837780.23%+95
COPART INC(CPRT)21,27127,738+6,4678339210.27%+88
COSTCO WHOLESALE CORPORATION(COST)516535+194455330.15%+88
TJX COS INC NEW(TJX)8,7848,968+1841,3491,4320.42%+83
LAM RESEARCH CORP(LRCX)2,8342,618-2164855590.16%+74
HOME DEPOT INC(HD)3,2663,594+3281,1241,1820.34%+58
FRANKLIN TEMPLETON ETF TR
FRANKLIN DYN MUN
28,76331,084+2,3217157710.22%+55
KINDER MORGAN INC DEL(KMI)9,0269,02602483030.09%+55
SCHWAB STRATEGIC TR8,3728,445+732302590.08%+29
EA SERIES TRUST
ALPHA ARCH 1-3
11,19611,19601,2891,3020.38%+13
LOWES COS INC(LOW)4,6524,778+1261,1221,1290.33%+7
VANGUARD WELLINGTON FD2,5032,511+83323380.10%+6
BERKSHIRE HATHAWAY INC DEL3,9434,141+1981,9821,9840.58%+2
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,6101,426-1844894820.14%-7
VANGUARD SPECIALIZED FUNDS1,9681,915-534324120.12%-21
UNILEVER PLC(UL)15,19717,074+1,8779949730.28%-21
FIRST FINL BANKSHARES INC(FFIN)79,89180,245+3542,3862,3630.69%-23
ARISTA NETWORKS INC(ANET)1,7391,651-882282030.06%-25
ROCKWELL AUTOMATION INC(ROK)913916+33553290.10%-27
ABBVIE INC(ABBV)4,9324,967+351,1271,0800.31%-47
CELESTICA INC(CLS)1,5151,384-1314483900.11%-58
ISHARES TR1,8351,811-241,2571,1830.34%-74
ISHARES TR
MSCI USA MMENTM
3,9383,783-1559869080.26%-78
ALPHABET INC(GOOG)2,7272,707-208567770.23%-79
TESLA INC(TSLA)893863-304023210.09%-81
MASTERCARD INCORPORATED(MA)1,9462,062+1161,1111,0300.30%-81
PALANTIR TECHNOLOGIES INC(PLTR)2,0911,984-1073722900.08%-81
VANECK ETF TRUST
MRNGSTR WDE MOAT
8,9918,778-2139318490.25%-82
SPDR SERIES TRUST
ST LON TREAS ETF
13,0339,748-3,2853452560.07%-89
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
12,64510,753-1,8926025030.15%-99
ISHARES TR
MSCI USA MIN ETF
18,43017,365-1,0651,7351,6100.47%-125
BLACKSTONE INC(BX)3,4803,465-155363980.12%-138
S&P GLOBAL INC(SPGI)2,1502,300+1501,1249780.28%-145
ISHARES TR
MSCI USA QLT FCT
9,9979,559-4381,9861,8330.53%-152
FIDELITY COVINGTON TRUST15,71313,630-2,0831,0498800.26%-168
APPLE INC(AAPL)10,36310,396+332,8172,6380.77%-179
MOODYS CORP(MCO)2,3362,318-181,1941,0110.29%-182
META PLATFORMS INC(META)2,4812,534+531,6381,4500.42%-188
QUALCOMM INC(QCOM)6,3996,922+5231,0958910.26%-203
DILLARDS INC(DDS)3430-3432080-208
CONSTELLATION ENERGY CORP(CEG)6040-6042130-213
AMAZON COM INC(AMZN)9,0068,947-592,0791,8630.54%-215
ALPHABET INC(GOOG)6,9046,756-1482,1611,9430.57%-218
ISHARES TR30,85529,071-1,7843,3053,0860.90%-219
BROADCOM INC(AVGO)4,4244,210-2141,5311,3030.38%-228
ELI LILLY & CO(LLY)2150-2152310-231
STATE STR SPDR S&P 500 ETF T(SPY)1,4351,081-3549797030.20%-275
NVIDIA CORPORATION(NVDA)17,79417,401-3933,3193,0350.88%-284
ISHARES TR13,41210,142-3,2701,1698790.26%-290
INVESCO EXCH TRADED FD TR II11,1528,919-2,2331,3311,0000.29%-331
INVESCO QQQ TR2,2491,821-4281,3821,0510.31%-331
WISDOMTREE TR(WT)63,64956,732-6,9173,2032,8560.83%-347
NOBLE CORP PLC(NE)83,30840,719-42,5892,3531,9980.58%-355
MICROSOFT CORP(MSFT)5,9436,088+1452,8742,2540.66%-621
FIDELITY WISE ORIGIN BITCOIN(FBTC)58,73859,860+1,1224,4783,5341.03%-944
NOVO-NORDISK A S(NVO)19,6460-19,6461,0000-1,000
EA SERIES TRUST
YOKE CORE ETF
7,414,1947,264,021-150,173201,518200,04258.20%-1,475
SPDR SERIES TRUST
ST STR BLO 1 ETF
87,67066,560-21,1108,0116,1001.77%-1,912
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