13F Filings History of Smart Money Group LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$342,861,605
Signature - Title
Jim R Kennedy - Principal
Location
Eastland, TX
Summary
This page shows a list of all the recent 13F filings made by Smart Money Group LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Smart Money Group LLC reported 85 stock holdings with total value $342,861,605 as of Q4 2025. Top holdings included YOKE, OUNZ, BIL, BIV, and GLD.

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Holdings Value

List of Other Managers Reporting for Smart Money Group LLC:

Name Holdings Value Location File Number
Empowered Funds, LLC $5,889,631,718 Newtown Square, PA 028-17729
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 85 $342,861,605 +$10,105,093 -$3,842,932 +$6,262,161 YOKE, OUNZ, BIL, BIV, GLD 13F-HR 30 Jan 2026, 13:54
Q3 2025 80 $337,709,002 +$14,277,916 -$12,733,152 +$1,544,764 YOKE, BIL, OUNZ, MEAR, GLD 13F-HR 12 Nov 2025, 11:40
Q2 2025 74 $318,872,904 +$12,642,746 -$9,888,355 +$2,754,391 YOKE, BIL, OUNZ, MEAR, GLD 13F-HR 06 Aug 2025, 13:46
Q1 2025 77 $294,104,507 +$195,278,387 -$183,617,107 +$11,661,280 YOKE, BIL, MEAR, OUNZ, RISR Restatement 12 May 2025, 16:51
Q4 2024 96 $289,622,923 +$14,276,567 -$8,448,603 +$5,827,964 QQQ, MOAT, SPMO, QFLR, BIL 13F-HR 16 Jan 2025, 10:51
Q3 2024 95 $270,291,636 +$14,423,959 -$16,927,397 -$2,503,438 QQQ, MOAT, SPMO, QFLR, BIL 13F-HR 05 Nov 2024, 10:33
Q2 2024 91 $274,883,224 +$37,804,087 -$31,764,468 +$6,039,619 MOAT, QQQ, QFLR, SPMO, DXJ 13F-HR 12 Aug 2024, 10:05
Q1 2024 87 $257,208,978 +$63,543,003 -$43,916,107 +$19,626,896 MOAT, QQQ, DGRW, QFLR, DXJ 13F-HR 02 May 2024, 15:33
Q4 2023 81 $229,604,559 +$34,354,569 -$29,757,091 +$4,597,478 MOAT, SCHD, QQQ, DJUL, BIL 13F-HR 06 Feb 2024, 12:20
Q3 2023 74 $210,544,865 +$63,662,338 -$56,861,746 +$6,800,592 MOAT, SCHD, QQQ, USMV, TFLO 13F-HR 13 Nov 2023, 10:53
Q2 2023 60 $209,653,158 +$41,635,258 -$35,079,214 +$6,556,044 MOAT, SPY, SCHD, SDY, USMV 13F-HR 25 Jul 2023, 17:21
Q1 2023 52 $199,245,791 +$56,609,364 -$53,081,681 +$3,527,683 SDY, BIL, VFVA, USMV, SPY 13F-HR 08 May 2023, 11:12
Q4 2022 48 $191,579,000 +$58,963,617 -$21,035,845 +$37,927,772 VFVA, BIL, SDY, IVV, USMV 13F-HR 24 Jan 2023, 16:22
Q3 2022 44 $146,727,000 +$24,738,358 -$16,371,912 +$8,366,446 VTIP, IVV, RISR, SDY, USMV 13F-HR 26 Oct 2022, 17:49
Q2 2022 47 $144,148,000 +$32,272,711 -$21,959,776 +$10,312,935 VTIP, IVV, USMV, SDY, QEFA 13F-HR 14 Jul 2022, 14:45
Q1 2022 55 $148,927,000 +$35,614,675 -$35,528,187 +$86,488 VTIP, USMV, SDY, QEFA, IVV 13F-HR 22 Apr 2022, 16:17
Q4 2021 67 $156,566,000 +$23,369,508 -$11,574,296 +$11,795,212 USMV, MTUM, QEFA, VTIP, QQQ 13F-HR 27 Jan 2022, 10:56
Q3 2021 64 $137,512,000 +$41,475,784 -$14,149,700 +$27,326,084 USMV, MTUM, QEFA, JSML, VIG 13F-HR 29 Oct 2021, 13:23
Q2 2021 48 $36,537,000 $0 $0 $0 USMV, IEI, EFAV, BBP, SPTL Restatement 05 Aug 2021, 13:31
Q1 2021 61 $119,840,000 +$19,492,897 -$21,559,885 -$2,066,988 USMV, MTUM, JSML, QEFA, VIG 13F-HR 26 Apr 2021, 13:23
Q4 2020 54 $118,817,000 +$6,573,682 -$132,021,971 -$125,448,289 USMV, MTUM, JSML, QUAL, VIG 13F-HR 27 Jan 2021, 17:19
Q3 2020 89 $232,117,000 +$69,557,833 -$15,139,614 +$54,418,219 USMV, MTUM, DTD, ESGU, VNLA 13F-HR 29 Oct 2020, 13:41
Q2 2020 81 $168,856,000 +$47,081,443 -$37,114,418 +$9,967,025 USMV, MTUM, ESGU, SPLG, IEI 13F-HR 29 Jul 2020, 12:30
Q1 2020 81 $140,061,000 +$42,462,783 -$44,428,396 -$1,965,613 USMV, MTUM, EFAV, QUAL, VNLA 13F-HR 13 May 2020, 12:28
Q4 2019 84 $170,998,000 +$47,769,821 -$8,385,880 +$39,383,941 USMV, SPHD, MTUM, EFAV, VNLA 13F-HR 18 Feb 2020, 08:49
Q3 2019 66 $124,637,000 +$7,449,299 -$4,339,254 +$3,110,045 USMV, MTUM, EFAV, VNLA, DDWM 13F-HR 05 Nov 2019, 18:41
Q2 2019 69 $120,642,000 +$9,321,072 -$4,915,186 +$4,405,886 USMV, MTUM, EFAV, VNLA, DDWM 13F-HR 31 Jul 2019, 16:39
Q1 2019 65 $112,953,000 +$48,286,182 -$38,648,028 +$9,638,154 USMV, MTUM, EFAV, ACWI, DDWM 13F-HR 03 May 2019, 12:20
Q4 2018 59 $96,549,000 +$10,364,895 -$5,378,170 +$4,986,725 MTUM, EFAV, USMV, SYE, EFG 13F-HR 29 Jan 2019, 18:19
Q3 2018 55 $102,213,000 +$9,648,071 -$19,562,317 -$9,914,246 MTUM, EFAV, USMV, SYE, EFV 13F-HR 01 Nov 2018, 17:59
Q2 2018 55 $111,577,000 +$35,750,056 -$22,507,035 +$13,243,021 MTUM, EFAV, USMV, XSLV, SPHD 13F-HR 10 Aug 2018, 13:07
Q1 2018 53 $98,337,000 +$40,787,200 -$6,035,076 +$34,752,124 EFAV, MTUM, USMV, XSLV, SDOG 13F-HR 14 May 2018, 11:10
Q4 2017 38 $64,287,000 $0 $0 $0 EFAV, USMV, MTUM, SPHD, XSLV 13F-HR 15 Feb 2018, 13:50