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Portfolio (Quarterly) Guide ↗

SMI Advisory Services, LLC

· CIK 0001609008
13F Portfolio $607M AUM 89 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 19 Added 26 Reduced 6 Exited
Page 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GLD SPDR GOLD TR Financial Services 116,005.0 $49.6M 8.17% -5K -4.4% $427.65 -4.5%
2 IVV ISHARES TR 24,136.0 $16.0M 2.63% -4K -14.6% $661.87 +13.9%
3 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 312,744.0 $11.0M 1.81% -11K -3.4% $35.23 -4.4%
4 VXF VANGUARD INDEX FDS 42,610.0 $8.9M 1.47% -10K -19.0% $209.19 +11.8%
5 SCHO SCHWAB STRATEGIC TR 317,022.0 $7.7M 1.26% -17K -5.0% $24.18 -0.0%
6 XLK SELECT SECTOR SPDR TR 29,312.0 $4.0M 0.66% -19K -39.3% $136.78 +34.8%
7 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,332.0 $1.5M 0.25% -1K -38.8% $658.86 +13.9%
8 XLF SELECT SECTOR SPDR TR 29,891.0 $1.5M 0.25% -43K -59.0% $49.88 +3.1%
9 XLY SELECT SECTOR SPDR TR 12,036.0 $1.3M 0.22% -7K -35.3% $109.04 +11.5%
10 XLC SELECT SECTOR SPDR TR 11,666.0 $1.3M 0.21% -17K -59.7% $111.76 +4.0%
11 XLI SELECT SECTOR SPDR TR 6,957.0 $1.1M 0.19% -3K -33.0% $164.60 +5.9%
12 QQQM INVESCO EXCH TRADED FD TR II 4,341.0 $1.1M 0.17% -21K -83.1% $242.32 +24.0%
13 IWF ISHARES TR 1,631.0 $704K 0.12% -730.0 -30.9% $431.72 -70.9%
14 SCHK SCHWAB STRATEGIC TR 19,153.0 $608K 0.10% -421.0 -2.1% $31.74 +13.7%
15 VOO VANGUARD INDEX FDS 993.0 $602K 0.10% -363.0 -26.8% $605.85 +13.9%
16 VV VANGUARD INDEX FDS 1,961.0 $594K 0.10% -507.0 -20.5% $302.75 +14.0%
17 CWI SPDR INDEX SHS FDS 14,703.0 $545K 0.09% -1K -8.0% $37.08 +9.9%
18 INNOVATOR ETFS TRUST 18,817.0 $512K 0.08% -8K -29.2% $27.22
19 IWB ISHARES TR 1,226.0 $443K 0.07% -333.0 -21.4% $361.46 +13.2%
20 XOM EXXON MOBIL CORP Energy 2,542.0 $415K 0.07% -122.0 -4.6% $163.36 -9.4%
Page 1 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 93.0%
Industrials 3.8%
Healthcare 1.5%
Technology 1.1%
Energy 0.6%