Smart Money Group
Smart Money Group reported 86 stocks worth $390M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are YOKE (60.4%), MEAR (3.7%) and BIV (2.5%). Compared with Q1 2026, the fund opened new positions in CCNR, XOM and HIBS, added to MEAR, BIV and OUNZ, trimmed YOKE, BIL and SCHZ and sold out of XOM, SPTL and COP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  YOKE EA Series Trust | $235M | 60.4% | 7.2M | −43K (−1%) | 6 of 8 | |
| 2 |  MEAR Ishs Shrt Matry Muni Bndactv ETF | $14.4M | 3.7% | 286K | +127K (+80%) | 8 of 8 | |
| 3 |  BIV Vanguard Intermediate | $9.9M | 2.5% | 129K | +11K (+9%) | 8 of 8 | |
| 4 |  OUNZ Vaneck Merk Gold ETF | $9.5M | 2.4% | 246K | +7,015 (+3%) | 8 of 8 | |
| 5 |  GLD Spdr Gold TR | $6.8M | 1.7% | 18K | No change | 8 of 8 | |
| 6 |  BIL ST Stert Spdr Blmbg 1 3 | $5.8M | 1.5% | 63K | −3,080 (−5%) | 8 of 8 | |
| 7 |  RISR Tidal Trust I | $5.5M | 1.4% | 153K | No change | 8 of 8 | |
| 8 |  SCHZ Schwab US Aggregate Bond | $3.6M | 0.9% | 154K | −9,395 (−6%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $3.5M | 0.9% | 18K | +138 (+1%) | 8 of 8 | |
| 10 |  MUNI Pimco Intermediate Municipal Bond Active Exchange-Traded Fun | $3.2M | 0.8% | 61K | +3,623 (+6%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Smart Money Group 13F FAQ
What does Smart Money Group own?
Smart Money Group reported 86 stocks worth $390M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are YOKE (60.4%), MEAR (3.7%) and BIV (2.5%). The table above lists every position in the filing (the top 10 without an account).
What did Smart Money Group buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 48 added to, 27 trimmed and 3 sold out. New positions include CCNR, XOM and HIBS. It sold all of XOM, SPTL and COP.
When will Smart Money Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Smart Money Group's portfolio worth?
The Q2 2026 filing reports $390M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.