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Smart Money Group LLC
Smart Money Group LLC is a registered investment adviser based in Eastland, Texas. Founded in 2011, the firm offers investment advisory services primarily to individuals—including both high-net-worth and non-high-net-worth clients—and charitable organizations. As of the latest disclosures, it manages over 1,400 accounts and has grown to employ 21 to 25 professionals, with a mix of investors and brokers. Smart Money Group LLC serves US-based clients and is focused on financial planning and asset management, aiming to help clients achieve greater financial freedom and security.
Investment Strategy
Smart Money Group LLC pursues a diversified investment strategy, primarily managing portfolios for individual investors. The firm allocates assets across ETFs, equities, and other securities, with a strong focus on large, liquid positions and broad asset class exposure. Their reported holdings indicate substantial allocations to core equity ETFs and gold-related securities, with ongoing active management—adding, reducing, and rebalancing positions according to market conditions and client goals. The firm aims to deliver tailored investment solutions, balancing growth and risk reduction to meet each client's objectives over the long term.
Latest 13F Filing Activity
Smart Money Group LLC filed their most recent 13F report on Jun 30, 2025 disclosing 73 equity positions with a total 13F market value of $319M. The fund increased holdings in Ishares TR, Fidelity Wise Origin Bitcoin, Nvidia Corporation among other positions. Smart Money Group LLC reduced exposure to PIMCO Etf TR, Wisdomtree TR, Ishares U S Etf TR among others.
Top Holdings
Equity Positions (73)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 2.72% | $8.7M | 94,525 | $91.52 | $91.73 | -$4.8K |
O OUNZ | VANECK MERK GOLD ETF | 2.13% | $6.8M | 213,434 | $22.82 | $31.89 | +$557.7K |
M MEAR | ISHARES U S ETF TR | 2.01% | $6.4M | 127,694 | $49.86 | $50.27 | -$712.4K |
G GLD | SPDR GOLD TR | 1.81% | $5.8M | 18,909 | $195.76 | $304.83 | +$313.6K |
F FBTC | FIDELITY WISE ORIGIN BITCOIN | 1.71% | $5.4M | 57,905 | $63.47 | $93.99 | +$1.4M |
Industry Allocation
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