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Jim R Kennedy

Smart Money Group Llc

Assets Managed
$343.713M
Holdings
84
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
0.25%(2Q avg: 0.89%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Smart Money Group Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 84 positions.

Assets under management

The assets under management (AUM) of Smart Money Group Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 343.713M in assets, with a quarterly growth rate of 0.25% and a 2-quarter average growth rate of 0.89%. The portfolio is managed by Jim R Kennedy, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
YOKE
Yoke Core Etf
Recent Activity
Decreased -2.02%
58.21%
$200.042M
7.264M shares@ $27.54 avg price
OUNZ
Vaneck Merk Gold Etf
Recent Activity
Increased 1.9%
3.14%
$10.763M
238,905 shares@ $45.05 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 18.93%
2.66%
$9.135M
118,356 shares@ $77.18 avg price
MEAR
Ishrs Short Mmba Etf Usd Inc
Recent Activity
Increased 16.55%
2.33%
$7.994M
158,802 shares@ $50.34 avg price
GLD
Spdr Gold Shares
Recent Activity
Decreased -1.17%
2.31%
$7.933M
18,437 shares@ $430.29 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -24.07%
1.78%
$6.1M
66,560 shares@ $91.65 avg price
RISR
Foliobe Altr In&in H Etf-usd
Recent Activity
Increased 3.82%
1.61%
$5.531M
152,706 shares@ $36.22 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 17.54%
1.11%
$3.804M
163,829 shares@ $23.23 avg price
FBTC
Fidelity Wise Origin Bitcoin
Recent Activity
Increased 1.92%
1.03%
$3.534M
59,860 shares@ $59.04 avg price
TFLO
Ishares Treasury Floating Ra
Recent Activity
Increased 10.74%
0.93%
$3.194M
63,090 shares@ $50.64 avg price

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