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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 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 RAA ETF OPPORTUNITIES TRUST 7,655,919.0 $213.5M 35.17% +234K +3.1% $27.88 +8.4%
2 IWD ISHARES TR 269,894.0 $58.5M 9.63% +15K +6.0% $216.61 +9.9%
3 FCTE ETF OPPORTUNITIES TRUST 2,312,825.0 $58.0M 9.56% +120K +5.5% $25.09 +7.9%
4 GLD SPDR GOLD TR Financial Services 116,005.0 $49.6M 8.17% -5K -4.4% $427.65 -4.4%
5 SDCI USCF ETF TR 854,711.0 $23.6M 3.89% +13K +1.6% $27.63 +1.0%
6 EXCHANGE PLACE ADVISORS TRUS 858,338.0 $21.8M 3.60% +50K +6.2% $25.44
7 GVAL CAMBRIA ETF TR 629,038.0 $21.2M 3.50% +19K +3.1% $33.77 +5.4%
8 WCPB NORTHERN LTS FD TR II 814,050.0 $20.6M 3.40% +88K +12.2% $25.33 +0.1%
9 XME SPDR SERIES TRUST 180,486.0 $19.9M 3.28% +69K +62.3% $110.22 +11.7%
10 FDT FIRST TR EXCH TRD ALPHDX FD 203,985.0 $18.0M 2.96% +39K +23.6% $88.00 +13.2%
11 IVV ISHARES TR 24,136.0 $16.0M 2.63% -4K -14.6% $661.87 +14.0%
12 INNOVATOR ETFS TRUST 415,766.0 $11.3M 1.87% NEW $27.27
13 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 312,744.0 $11.0M 1.81% -11K -3.4% $35.23 -4.4%
14 VXF VANGUARD INDEX FDS 42,610.0 $8.9M 1.47% -10K -19.0% $209.19 +11.9%
15 SCHO SCHWAB STRATEGIC TR 317,022.0 $7.7M 1.26% -17K -5.0% $24.18 -0.0%
16 DFAS DIMENSIONAL ETF TRUST 77,905.0 $5.6M 0.93% +41K +110.7% $72.18 +9.0%
17 XLK SELECT SECTOR SPDR TR 29,312.0 $4.0M 0.66% -19K -39.3% $136.78 +34.9%
18 XLE SELECT SECTOR SPDR TR 66,712.0 $4.0M 0.66% NEW $59.68 -4.5%
19 DFAI DIMENSIONAL ETF TRUST 93,554.0 $3.7M 0.61% +52K +126.3% $39.55 +5.8%
20 XLU SELECT SECTOR SPDR TR 58,630.0 $2.7M 0.45% NEW $46.17 -2.3%
Page 1 of 3  ·  60 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%