Smart Money Group LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of September 30, 2026. The filing, submitted on November 12, 2026, lists 87 separate securities held by the firm.
The filing provides a detailed breakdown of the firm's positions, including the names of the issuers, CUSIP numbers, and the number of shares held. The largest position disclosed in the portfolio is First Financial Bankshares Inc, with 2,569,374 shares. The firm also holds significant stakes in AbbVie Inc, with 1,314,382 shares, and Apple Inc, with 3,203,613 shares.
Smart Money Group LLC holds a diverse mix of individual equities and exchange-traded funds (ETFs). The portfolio includes major technology companies such as Microsoft Corporation, NVIDIA Corporation, and Alphabet Inc. It also features substantial positions in energy companies like ExxonMobil Holdings Corp and Chevron Corporation. Additionally, the filing lists holdings in consumer staples, healthcare, and industrial sectors.
The filing indicates that the firm holds 87 total positions. The aggregate value of these holdings is disclosed as $37,950,105,550. The filing was signed by N Keith Dwyer, who is listed as the Chief Compliance Officer for the firm.
