Smart Money Group LLC
Annual return '25
+24.2%
SPY '25
+17.7%
Alpha
+6.5ptsvs SPY
Invested
$343.7M
Holdings
84
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$YOKE
EA SERIES TRUST
Q1 2025: New position (7.57M shares)
58.2%
02
$OUNZ
VANECK MERK GOLD ETF
Q1 2025: Increased +35.5% (153.0k → 207.3k shares)
3.1%
03
$BIV
VANGUARD BD INDEX FDS
Q1 2026: Sold 85.4% (1.7k → 246 shares)
2.7%
04
$MEAR
ISHARES U S ETF TR
Q1 2025: Sold 5.8% (150.7k → 142.0k shares)
2.3%
05
$GQ9
SPDR GOLD TR
Q1 2025: Increased +31.1% (14.4k → 18.9k shares)
2.3%
06
$BIL
SPDR SERIES TRUST
Q1 2025: Sold 1.2% (95.7k → 94.6k shares)
1.8%
07
$RISR
TIDAL TRUST I
Q1 2025: Increased +5.2% (143.8k → 151.2k shares)
1.6%
08
$SCHZ
SCHWAB STRATEGIC TR
Q1 2025: Increased +41.8% (145.3k → 206.0k shares)
1.1%
09
$FBTC
FIDELITY WISE ORIGIN BITCOIN
Q1 2025: Increased +7.5% (51.7k → 55.6k shares)
1.0%
10
$TFLO
ISHARES TR
Held since at least Q1 2024
0.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:36 UTC.