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Portfolio (Quarterly) Guide ↗

SMI Advisory Services, LLC

· CIK 0001609008
13F Portfolio $580M AUM 83 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 59 New
Page 1 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RAA ETF OPPORTUNITIES TRUST 7,422,221.0 $209.3M 36.07% NEW $28.20 +7.1%
2 FCTE ETF OPPORTUNITIES TRUST 2,192,896.0 $57.0M 9.82% NEW $25.98 +4.2%
3 IWD ISHARES TR 254,744.0 $55.5M 9.56% NEW $217.72 +9.3%
4 GLD SPDR GOLD TR Financial Services 121,379.0 $51.2M 8.83% NEW $422.23 -3.2%
5 EXCHANGE PLACE ADVISORS TRUS 808,213.0 $20.9M 3.59% NEW $25.80
6 GVAL CAMBRIA ETF TR 610,335.0 $20.0M 3.45% NEW $32.84 +8.4%
7 IVV ISHARES TR 28,245.0 $19.7M 3.40% NEW $698.23 +8.0%
8 SDCI USCF ETF TR 841,490.0 $19.2M 3.31% NEW $22.82 +22.2%
9 WCPB NORTHERN LTS FD TR II 725,613.0 $18.6M 3.21% NEW $25.69 -1.3%
10 FDT FIRST TR EXCH TRD ALPHDX FD 165,015.0 $13.8M 2.38% NEW $83.89 +18.7%
11 XME SPDR SERIES TRUST 111,207.0 $13.4M 2.31% NEW $120.50 +2.1%
12 VXF VANGUARD INDEX FDS 52,599.0 $11.5M 1.99% NEW $219.22 +6.6%
13 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 323,644.0 $11.3M 1.95% NEW $35.01 -3.9%
14 SCHO SCHWAB STRATEGIC TR 333,624.0 $8.1M 1.40% NEW $24.37 -0.8%
15 XLK SELECT SECTOR SPDR TR 48,299.0 $7.1M 1.22% NEW $146.79 +25.4%
16 QQQM INVESCO EXCH TRADED FD TR II 25,683.0 $6.6M 1.14% NEW $258.24 +16.2%
17 XLF SELECT SECTOR SPDR TR 72,842.0 $4.0M 0.69% NEW $55.29 -7.0%
18 XLC SELECT SECTOR SPDR TR 28,937.0 $3.4M 0.59% NEW $117.55 -0.8%
19 DFAS DIMENSIONAL ETF TRUST 36,970.0 $2.7M 0.47% NEW $73.50 +7.0%
20 SPY SPDR S&P 500 ETF TR Financial Services 3,809.0 $2.6M 0.46% NEW $695.12 +8.0%
Page 1 of 3  ·  59 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 3.4%
Healthcare 1.7%
Technology 1.5%
Energy 0.5%