Smart Money Group LLC

EASTLAND, TX · CIK 1728866 · 13F filing filed 2026-07-29

SEC-registered investment adviser since 2016 · limited liability company

Assets managed$424.3m
Staff24 · 9 in investment roles
Main clients (by assets)Mutual funds and ETFs 47%, High net worth individuals 43%, Individuals 10%
Form ADV · 2026-08-28SEC adviser record

Kindmutual funds
Others nearbyEastland, TX, Three Forks, MT

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Eastland, TX (main office)United States	United States	about 3
Three Forks, MTUnited States	United States	6

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$389.5m reported value +13.3% vs Q1 2026

86positions

76.4%in top 10

5 new 50 added 28 reduced 3 sold out vs Q1 2026

Also in the report of:

Empowered Funds, LLC – $47.1m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	EA SERIES TRUST YOKE CORE ETF YOKE	YOKE	7,220,911	$235.3m60.40%	60.40%	Reduced -43.1k	-43,110 -0.6%
2	ISHARES U S ETF TR SHORT MATURITY M MEAR	MEAR	285,976	$14.4m3.70%	3.70%	Added +127.2k	+127,174 80.1%
3	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	128,920	$9.9m2.54%	2.54%	Added +10.6k	+10,564 8.9%
4	VANECK MERK GOLD ETF GOLD SHS OUNZ	OUNZ	245,920	$9.5m2.44%	2.44%	Added +7.0k	+7,015 2.9%
5	SPDR GOLD TR GOLD SHS GLD	GLD	18,440	$6.8m1.74%	1.74%	Added +3	+3 0.0%
6	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	63,480	$5.8m1.49%	1.49%	Reduced -3.1k	-3,080 -4.6%
7	TIDAL ETF TR FOLIOBEYOND ALTE RISR	RISR	152,655	$5.5m1.42%	1.42%	Reduced -51	-51 -0.0%
8	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	154,434	$3.6m0.92%	0.92%	Reduced -9.4k	-9,395 -5.7%
9	NVIDIA CORPORATION COM NVDA	NVDA	17,539	$3.5m0.90%	0.90%	Added +138	+138 0.8%
10	PIMCO ETF TR INTER MUN BD ACT MUNI	MUNI	60,895	$3.2m0.82%	0.82%	Added +3.6k	+3,623 6.3%
11	FIDELITY WISE ORIGIN BITCOIN SHS FBTC	FBTC	59,633	$3.0m0.78%	0.78%	Reduced -227	-227 -0.4%
12	APPLE INC COM AAPL	AAPL	10,477	$3.0m0.78%	0.78%	Added +81	+81 0.8%
13	FIRST FINL BANKSHARES INC COM FFIN	FFIN	80,599	$2.8m0.72%	0.72%	Added +354	+354 0.4%
14	ISHARES TR NATIONAL MUN ETF MUB	MUB	25,058	$2.7m0.69%	0.69%	Reduced -4.0k	-4,013 -13.8%
15	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	52,340	$2.6m0.68%	0.68%	Reduced -4.4k	-4,392 -7.7%
16	FINANCIAL INVS TR CORECOMMODITY NA CCNR	CCNR	68,962	$2.6m0.66%	0.66%	New
17	ALPHABET INC CAP STK CL A GOOGL	GOOGL	6,801	$2.4m0.62%	0.62%	Added +45	+45 0.7%
18	MICROSOFT CORP COM MSFT	MSFT	6,235	$2.3m0.60%	0.60%	Added +147	+147 2.4%
19	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	1,133	$2.3m0.58%	0.58%	Added +15	+15 1.3%
20	AMAZON COM INC COM AMZN	AMZN	9,275	$2.2m0.57%	0.57%	Added +328	+328 3.7%
21	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,328	$2.2m0.56%	0.56%	Added +187	+187 4.5%
22	ISHARES TR TRS FLT RT BD TFLO	TFLO	42,548	$2.2m0.55%	0.55%	Reduced -20.5k	-20,542 -32.6%
23	JOHNSON & JOHNSON COM JNJ	JNJ	7,656	$1.9m0.50%	0.50%	Added +284	+284 3.9%
24	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	7,906	$1.7m0.45%	0.45%	Reduced -1.7k	-1,653 -17.3%
25	NOVARTIS AG SPONSORED ADR NVS	NVS	11,067	$1.7m0.45%	0.45%	Added +476	+476 4.5%
26	BROADCOM INC COM AVGO	AVGO	4,201	$1.6m0.41%	0.41%	Reduced -9	-9 -0.2%
27	OLD DOMINION FREIGHT LINE IN COM ODFL	ODFL	6,992	$1.5m0.39%	0.39%	Added +165	+165 2.4%
28	META PLATFORMS INC CL A META	META	2,680	$1.5m0.39%	0.39%	Added +146	+146 5.8%
29	ISHARES TR MSCI USA MIN VOL USMV	USMV	15,443	$1.5m0.38%	0.38%	Reduced -1.9k	-1,922 -11.1%
30	TJX COS INC NEW COM TJX	TJX	9,651	$1.5m0.38%	0.38%	Added +683	+683 7.6%
31	COCA COLA CO COM KO	KO	17,691	$1.4m0.37%	0.37%	Added +479	+479 2.8%
32	EXXONMOBIL HOLDINGS CORP COM SHS STOCK XOM	XOM	10,073	$1.4m0.35%	0.35%	New
33	HOME DEPOT INC COM HD	HD	3,866	$1.4m0.35%	0.35%	Added +272	+272 7.6%
34	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,814	$1.3m0.34%	0.34%	Reduced -7	-7 -0.4%
35	PACCAR INC COM PCAR	PCAR	11,116	$1.3m0.34%	0.34%	Added +573	+573 5.4%
36	ISHARES TR CORE S&P500 ETF IVV	IVV	1,778	$1.3m0.34%	0.34%	Reduced -33	-33 -1.8%
37	LOCKHEED MARTIN CORP COM LMT	LMT	2,601	$1.3m0.34%	0.34%	Added +184	+184 7.6%
38	QUALCOMM INC COM QCOM	QCOM	7,130	$1.3m0.34%	0.34%	Added +208	+208 3.0%
39	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	11,160	$1.3m0.34%	0.34%	Reduced -36	-36 -0.3%
40	PROCTER AND GAMBLE CO COM PG	PG	8,891	$1.3m0.33%	0.33%	Added +671	+671 8.2%
41	ABBVIE INC COM ABBV	ABBV	5,002	$1.3m0.32%	0.32%	Added +35	+35 0.7%
42	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,782	$1.2m0.31%	0.31%	Reduced -1.5k	-1,508 -45.8%
43	EOG RES INC COM EOG	EOG	9,326	$1.2m0.31%	0.31%	Added +521	+521 5.9%
44	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	7,470	$1.2m0.31%	0.31%	Reduced -1.4k	-1,449 -16.2%
45	GRAINGER W W INC COM GWW	GWW	875	$1.2m0.31%	0.31%	Added +23	+23 2.7%
46	AUTOZONE INC COM AZO	AZO	370	$1.2m0.30%	0.30%	Added +26	+26 7.6%
47	SCHWAB STRATEGIC TR LONG TERM US SCHQ	SCHQ	36,926	$1.2m0.30%	0.30%	Added +2.0k	+1,989 5.7%
48	MASTERCARD INCORPORATED CL A MA	MA	2,241	$1.2m0.30%	0.30%	Added +179	+179 8.7%
49	LOWES COS INC COM LOW	LOW	5,175	$1.1m0.29%	0.29%	Added +397	+397 8.3%
50	MOODYS CORP COM MCO	MCO	2,499	$1.1m0.29%	0.29%	Added +181	+181 7.8%
51	UNILEVER PLC SPON ADR NEW UL	UL	18,734	$1.1m0.29%	0.29%	Added +1.7k	+1,660 9.7%
52	LAM RESEARCH CORP COM NEW LRCX	LRCX	2,599	$1.1m0.29%	0.29%	Reduced -19	-19 -0.7%
53	EMCOR GROUP INC COM EME	EME	1,289	$1.1m0.27%	0.27%	Added +82	+82 6.8%
54	ISHARES TR MSCI USA MMENTM MTUM	MTUM	3,092	$1.1m0.27%	0.27%	Reduced -691	-691 -18.3%
55	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	35,706	$1.0m0.27%	0.27%	Reduced -1.3k	-1,297 -3.5%
56	S&P GLOBAL INC COM SPGI	SPGI	2,486	$1.0m0.26%	0.26%	Added +186	+186 8.1%
57	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	27,352	$1.0m0.26%	0.26%	Reduced -388	-388 -1.4%
58	ALPHABET INC CAP STK CL C GOOG	GOOG	2,709	$957.0k0.25%	0.25%	Added +2	+2 0.1%
59	WALMART INC COM WMT	WMT	8,205	$929.3k0.24%	0.24%	Reduced -217	-217 -2.6%
60	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	8,650	$899.3k0.23%	0.23%	Reduced -128	-128 -1.5%
61	COPART INC COM CPRT	CPRT	31,613	$891.2k0.23%	0.23%	Added +3.9k	+3,875 14.0%
62	FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN FLMI	FLMI	34,469	$867.6k0.22%	0.22%	Added +3.4k	+3,385 10.9%
63	ISHARES TR 20 YR TR BD ETF TLT	TLT	9,527	$823.3k0.21%	0.21%	Reduced -615	-615 -6.1%
64	AMERICAN ELEC PWR CO INC COM AEP	AEP	5,981	$818.3k0.21%	0.21%	Added +43	+43 0.7%
65	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	1,075	$802.6k0.21%	0.21%	Reduced -6	-6 -0.6%
66	FIDELITY COVINGTON TRUST LOW VOLITY ETF FDLO	FDLO	11,363	$776.5k0.20%	0.20%	Reduced -2.3k	-2,267 -16.6%
67	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	1,479	$706.2k0.18%	0.18%	Added +53	+53 3.7%
68	DIREXION SHARES ETF TRUST DAILY S&P 500 HI HIBS	HIBS	33,600	$584.6k0.15%	0.15%	New
69	FIRST TR EXCHNG TRADED FD VI FT VEST US EQT DJUL	DJUL	10,753	$539.2k0.14%	0.14%	Unchanged
70	CHEVRON CORP NEW COM CVX	CVX	3,206	$531.5k0.14%	0.14%	Added +7	+7 0.2%
71	CELESTICA INC COM CLS	CLS	1,414	$515.8k0.13%	0.13%	Added +30	+30 2.2%
72	COSTCO WHSL CORP NEW COM COST	COST	535	$500.5k0.13%	0.13%	Unchanged
73	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,931	$456.9k0.12%	0.12%	Added +16	+16 0.8%
74	ROCKWELL AUTOMATION INC COM ROK	ROK	918	$454.6k0.12%	0.12%	Added +2	+2 0.2%
75	NOBLE CORP PLC ORD SHS A NE	NE	10,719	$399.8k0.10%	0.10%	Reduced -30.0k	-30,000 -73.7%
76	BLACKSTONE INC COM BX	BX	3,391	$399.0k0.10%	0.10%	Reduced -74	-74 -2.1%
77	ISHARES SILVER TR ISHARES SLV	SLV	7,101	$379.7k0.10%	0.10%	Added +177	+177 2.6%
78	VANGUARD WELLINGTON FD US VALUE FACTR VFVA	VFVA	2,552	$378.8k0.10%	0.10%	Added +41	+41 1.6%
79	VERTIV HOLDINGS CO COM CL A VRT	VRT	1,092	$365.7k0.09%	0.09%	Added +38	+38 3.6%
80	TESLA INC COM TSLA	TSLA	865	$363.8k0.09%	0.09%	Added +2	+2 0.2%
81	POWELL INDS INC COM POWL	POWL	1,119	$320.6k0.08%	0.08%	New
82	ARISTA NETWORKS INC COM SHS ANET	ANET	1,720	$292.2k0.08%	0.08%	Added +69	+69 4.2%
83	KINDER MORGAN INC DEL COM KMI	KMI	9,026	$288.6k0.07%	0.07%	Unchanged
84	ELI LILLY & CO COM LLY	LLY	235	$281.5k0.07%	0.07%	New
85	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	8,487	$269.1k0.07%	0.07%	Added +42	+42 0.5%
86	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	1,927	$224.8k0.06%	0.06%	Reduced -57	-57 -2.9%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	10,031	$1.7m10.0k shares
SPDR SER TR SPTL	SPTL	9,748	$256.4k9.7k shares
CONOCOPHILLIPS COP	COP	1,593	$210.2k1.6k shares