SMI Advisory Services, LLC

CIK: 0001609008Latest portfolio: $580.3M · Q4 2025

Holdings

59

Total Value

$580.3M

New Positions

12

Closed Positions

9

#StockSharesValue% PortfolioChangeType
1
RAAETF OPPORTUNITIES TRUST
7,422,221$209.3M36.07%+222K
2
FCTEETF OPPORTUNITIES TRUST
2,192,896$57.0M9.82%-555,010
3
IWDISHARES TR
254,744$55.5M9.56%NEW
4
GQ9SPDR GOLD TR
121,379$51.2M8.83%-5,937
5
QTPIEXCHANGE PLACE ADVISORS TRUS
808,213$20.9M3.59%NEW
6
GVALCAMBRIA ETF TR
610,335$20.0M3.45%+16K
7
IVVISHARES TR
28,245$19.7M3.40%-5,947
8
SDCIUSCF ETF TR
841,490$19.2M3.31%+18K
9
WCPBNORTHERN LTS FD TR II
725,613$18.6M3.21%NEW
10
FDTFIRST TR EXCH TRD ALPHDX FD
165,015$13.8M2.39%NEW
11
XMESPDR SERIES TRUST
111,207$13.4M2.31%+790
12
VXFVANGUARD INDEX FDS
52,599$11.5M1.99%-12,654
13
PHYS/USPROTT ASSET MANAGEMENT LP
323,644$11.3M1.95%-15,699
14
SCHOSCHWAB STRATEGIC TR
333,624$8.1M1.40%-27,098
15
XLKSELECT SECTOR SPDR TR
48,299$7.1M1.22%+8K
16
QQQMINVESCO EXCH TRADED FD TR II
25,683$6.6M1.14%+22K
17
XLFSELECT SECTOR SPDR TR
72,842$4.0M0.69%+17K
18
XLCSELECT SECTOR SPDR TR
28,937$3.4M0.59%+761
19
DFASDIMENSIONAL ETF TRUST
36,970$2.7M0.47%NEW
20
SPYSPDR S&P 500 ETF TR
3,809$2.6M0.46%+58
21
XLYSELECT SECTOR SPDR TR
18,612$2.3M0.40%+4K
22
HUBBHUBBELL INC
4,128$2.0M0.34%-68
23
XLISELECT SECTOR SPDR TR
10,382$1.7M0.29%+855
24
DFAIDIMENSIONAL ETF TRUST
41,335$1.6M0.28%NEW
25
LLYELI LILLY & CO
1,087$1.2M0.20%+2

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
RAA7.4M+222K
SDCI841K+18K
XLF73K+17K
GVAL610K+16K
BSCQ32K+13K
XLK48K+8K
BSCR22K+7K
XLY19K+4K
XME111K+790
XLC29K+761

Decreased Positions

NameSharesChange
FCTE2.2M-555010
IWF2K-35605
SCHO334K-27098
PHYS/U324K-15699
VXF53K-12654
IVV28K-5947
GQ9121K-5937
XOM3K-2717
VEU6K-2323
IWR5K-657

Sector Breakdown

Financial Services0.0% ($2.0932056970554622e+166T)
Unknown0.0% ($512492085111.3T)
Industrials0.0% ($2.0B)
Technology0.0% ($791.2M)
Healthcare0.0% ($1.2M)
Energy0.0% ($330K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Jan 13, 2026$580.3M83
Q3 2025Oct 6, 2025$528.6B75
Q2 2025Jul 18, 2025$517.5B69
Q1 2025Apr 10, 2025$442.2B55

Fund Information

CIK0001609008
Most Recent FilingJan 13, 2026
Number of Filings4

SMI Advisory Services, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $580.3M across 59 holdings. The largest position is ETF OPPORTUNITIES TRUST (RAA), representing 36.1% of the portfolio. Compared to the previous quarter, the fund opened 12 new positions and closed 9 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.