Fund HoldingsSmart Money Group LLC

Total Portfolio Value
$342.86M
Total Bought
$22.70M
Total Sold
$15.88M
Net Transaction
+$6.81M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR BLO 1 ETF
087,670+87,67008,0112.34%+8,011
ISHARES TR
TRS FLT RT BD
056,975+56,97502,8750.84%+2,875
VANECK MERK GOLD ETF(OUNZ)219,026234,462+15,4368,1469,7252.84%+1,580
VANGUARD BD INDEX FDS82,34299,521+17,1796,4307,7512.26%+1,321
UNILEVER PLC(UL)015,197+15,19709940.29%+994
SPDR GOLD TR(GLD)18,83218,657-1756,6947,3942.16%+700
VANGUARD INDEX FDS1,8352,661+8261,1241,6690.49%+545
ALPHABET INC(GOOG)6,9486,904-441,6892,1610.63%+472
ISHARES TR26,89030,855+3,9652,8643,3050.96%+441
ISHARES SILVER TR(SLV)05,701+5,70103670.11%+367
SPDR SERIES TRUST
ST LON TREAS ETF
013,033+13,03303450.10%+345
PIMCO ETF TR
INTER MUN BD ACT
39,04344,217+5,1742,0412,3170.68%+276
INVESCO QQQ TR1,8842,249+3651,1311,3820.40%+251
ELI LILLY & CO(LLY)0215+21502310.07%+231
SPDR S&P 500 ETF TR(SPY)1,1271,435+3087519790.29%+228
EMCOR GROUP INC(EME)0354+35402170.06%+217
CONSTELLATION ENERGY CORP(CEG)0604+60402130.06%+213
ALPHABET INC(GOOG)2,6552,727+726478560.25%+209
INVESCO EXCH TRADED FD TR II9,30811,152+1,8441,1271,3310.39%+204
APPLE INC(AAPL)10,31310,363+502,6262,8170.82%+191
TIDAL TRUST I142,910147,091+4,1815,1225,3111.55%+190
SCHWAB STRATEGIC TR18,34923,806+5,4575937550.22%+162
AMAZON COM INC(AMZN)8,7569,006+2501,9232,0790.61%+156
OLD DOMINION FREIGHT LINE IN(ODFL)6,3636,640+2778961,0410.30%+145
ISHARES U S ETF TR
SHOR MAT MUN ETF
133,026136,262+3,2366,7196,8572.00%+138
VANECK ETF TRUST
FALLEN ANGEL HG
16,87221,446+4,5745026300.18%+128
JOHNSON & JOHNSON(JNJ)7,6567,478-1781,4201,5480.45%+128
ASML HOLDING N V
N Y REGISTRY SHS
1,1691,154-151,1321,2350.36%+103
FRANKLIN TEMPLETON ETF TR
FRANKLIN DYN MUN
24,77028,763+3,9936147150.21%+102
PACCAR INC(PCAR)10,35810,199-1591,0181,1170.33%+99
LAM RESEARCH CORP(LRCX)2,8902,834-563874850.14%+98
MOODYS CORP(MCO)2,3262,336+101,1081,1940.35%+85
S&P GLOBAL INC(SPGI)2,1362,150+141,0401,1240.33%+84
EXXON MOBIL CORP9,8149,868+541,1061,1880.35%+81
NOVARTIS AG(NVS)9,9639,811-1521,2781,3530.39%+75
TJX COS INC NEW(TJX)8,8618,784-771,2811,3490.39%+69
COCA COLA CO(KO)15,56315,678+1151,0321,0960.32%+64
CELESTICA INC(CLS)1,5711,515-563874480.13%+61
MASTERCARD INCORPORATED(MA)1,8751,946+711,0671,1110.32%+44
ROCKWELL AUTOMATION INC(ROK)911913+23183550.10%+37
WALMART INC(WMT)8,7458,393-3529019350.27%+34
FIDELITY COVINGTON TRUST15,53815,713+1751,0231,0490.31%+25
AMERICAN ELEC PWR CO INC5,8765,924+486616830.20%+22
VANGUARD WELLINGTON FD2,4922,503+113183320.10%+14
ABBVIE INC(ABBV)4,8224,932+1101,1161,1270.33%+11
NVIDIA CORPORATION(NVDA)17,73117,794+633,3083,3190.97%+10
EA SERIES TRUST
ALPHA ARCH 1-3
11,22911,196-331,2791,2890.38%+10
QUALCOMM INC(QCOM)6,5216,399-1221,0851,0950.32%+10
ISHARES TR1,8641,835-291,2481,2570.37%+10
BERKSHIRE HATHAWAY INC DEL3,9303,943+131,9761,9820.58%+6
TESLA INC(TSLA)895893-23984020.12%+4
VANGUARD SPECIALIZED FUNDS2,0151,968-474354320.13%-2
DILLARDS INC(DDS)34334302112080.06%-3
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,7631,610-1534924890.14%-3
NOBLE CORP PLC(NE)83,30883,30802,3562,3530.69%-3
CHEVRON CORP NEW(CVX)3,1563,180+244904850.14%-6
KINDER MORGAN INC DEL(KMI)9,0269,02602562480.07%-7
ISHARES TR
MSCI USA MMENTM
3,8893,938+499979860.29%-12
ENTERPRISE PRODS PARTNERS L(EPD)29,86428,752-1,1129349220.27%-12
ISHARES TR
MSCI USA QLT FCT
10,2889,997-2912,0011,9860.58%-15
ISHARES TR
MSCI USA MIN ETF
18,42618,430+41,7531,7350.51%-18
VANECK ETF TRUST
MRNGSTR WDE MOAT
9,5778,991-5869499310.27%-18
LOWES COS INC(LOW)4,5394,652+1131,1411,1220.33%-19
NOVO-NORDISK A S(NVO)18,35819,646+1,2881,0191,0000.29%-19
ARISTA NETWORKS INC(ANET)1,6971,739+422472280.07%-19
COSTCO WHSL CORP NEW(COST)504516+124664450.13%-21
BROADCOM INC(AVGO)4,7264,424-3021,5591,5310.45%-28
PALANTIR TECHNOLOGIES INC(PLTR)2,1932,091-1024003720.11%-28
EOG RES INC(EOG)8,1098,377+2689098800.26%-29
SCHWAB STRATEGIC TR9,5808,372-1,2082622300.07%-32
LOCKHEED MARTIN CORP(LMT)2,3802,367-131,1881,1450.33%-44
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
13,88612,645-1,2416486020.18%-47
BLACKSTONE INC(BX)3,4703,480+105935360.16%-56
PROCTER AND GAMBLE CO(PG)7,3137,420+1071,1241,0630.31%-60
COPART INC(CPRT)20,46221,271+8099208330.24%-87
ISHARES TR14,82813,412-1,4161,3251,1690.34%-156
SCHWAB STRATEGIC TR145,788139,387-6,4013,4223,2570.95%-164
META PLATFORMS INC(META)2,4572,481+241,8041,6380.48%-166
HOME DEPOT INC(HD)3,2483,266+181,3161,1240.33%-192
MICROSOFT CORP(MSFT)5,9365,943+73,0752,8740.84%-200
AUTOZONE INC(AZO)311312+11,3341,0580.31%-276
WISDOMTREE TR(WT)69,32263,649-5,6733,4853,2030.93%-282
FIRST FINL BANKSHARES INC(FFIN)79,76779,891+1242,6842,3860.70%-298
SPDR SERIES TRUST
ST LON TREAS ETF
12,7070-12,7073420-342
UNILEVER PLC(UL)17,2420-17,2421,0220-1,022
FIDELITY WISE ORIGIN BITCOIN(FBTC)57,02458,738+1,7145,6924,4781.31%-1,214
EA SERIES TRUST
YOKE CORE ETF
7,444,2357,414,194-30,041204,572201,51858.78%-3,054
SPDR SERIES TRUST
ST STR BLO 1 ETF
95,5140-95,5148,7630-8,763
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