Smart Money Group LLC ETF holdings
Eastland, TX
Reported $326.8M in 35 ETFs in its Form 13F for June 30, 2026.
ETF value
$326.8M
ETFs held
35
Change from prior quarter
+14.1%
With price moves
ETFs as a share of its 13F
83.9%
of $389.5M
Top 10 of 35 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| YOKE | Yoke Core ETF | $235.3M | 7,220,911 | −43,110 shares |
| MEAR | iShares Short Maturity Municipal Bond Active ETF | $14.4M | 285,976 | +127,174 shares |
| BIV | Vanguard Intermediate-Term Bond ETF | $9.9M | 128,920 | +10,564 shares |
| OUNZ | VanEck Merk Gold Trust | $9.5M | 245,920 | +7,015 shares |
| GLD | SPDR Gold Shares | $6.8M | 18,440 | +3 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $5.8M | 63,480 | −3,080 shares |
| RISR | FolioBeyond Alternative Income and Interest Rate Hedge ETF | $5.5M | 152,655 | −51 shares |
| SCHZ | Schwab U.S. Aggregate Bond ETF | $3.6M | 154,434 | −9,395 shares |
| MUNI | PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $3.2M | 60,895 | +3,623 shares |
| FBTC | Fidelity Wise Origin Bitcoin Fund | $3.0M | 59,633 | −227 shares |
25 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001728866. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Smart Money Group LLC own?
Smart Money Group LLC reported 35 ETF positions worth $326.8M in its Form 13F for June 30, 2026. The largest was YOKE, at $235.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.