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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 3 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CWI SPDR INDEX SHS FDS 14,703.0 $545K 0.09% -1K -8.0% $37.08 +9.9%
42 BND VANGUARD BD INDEX FDS 7,383.0 $542K 0.09% +232.0 +3.2% $73.47 -0.3%
43 INNOVATOR ETFS TRUST 18,817.0 $512K 0.08% -8K -29.2% $27.22
44 BSCR INVESCO EXCH TRD SLF IDX FD 24,020.0 $472K 0.08% +2K +7.0% $19.65 -0.1%
45 HWM HOWMET AEROSPACE INC Industrials 1,925.0 $455K 0.07% $236.57 +9.1%
46 IWB ISHARES TR 1,226.0 $443K 0.07% -333.0 -21.4% $361.46 +13.2%
47 XOM EXXON MOBIL CORP Energy 2,542.0 $415K 0.07% -122.0 -4.6% $163.36 -8.3%
48 IWR ISHARES TR 3,899.0 $385K 0.06% -1K -24.4% $98.75 +8.0%
49 BSCS INVESCO EXCH TRD SLF IDX FD 17,173.0 $351K 0.06% +879.0 +5.4% $20.43 -0.3%
50 DLN WISDOMTREE TR 3,329.0 $299K 0.05% $89.93 +6.6%
51 SPYM SPDR SERIES TRUST 3,782.0 $293K 0.05% -34.0 -0.9% $77.56 +13.9%
52 SPMD SPDR SERIES TRUST 4,865.0 $292K 0.05% -2K -31.3% $60.02 +8.6%
53 SFLR INNOVATOR ETFS TRUST 7,857.0 $281K 0.05% -5K -40.5% $35.79 +7.9%
54 SPTS SPDR SERIES TRUST 9,636.0 $280K 0.05% +235.0 +2.5% $29.08 -0.1%
55 VIG VANGUARD SPECIALIZED FUNDS 1,136.0 $246K 0.04% $216.82 +7.5%
56 SPTM SPDR SERIES TRUST 2,891.0 $232K 0.04% -35.0 -1.2% $80.10 +13.6%
57 ILCV ISHARES TR 2,363.0 $222K 0.04% $93.92 +8.3%
58 VTV VANGUARD INDEX FDS 1,105.0 $219K 0.04% $197.84 +7.1%
59 XLB SELECT SECTOR SPDR TR 4,246.0 $213K 0.04% -2K -36.3% $50.22 +1.9%
60 DNP DNP SELECT INCOME FD INC Financial Services 17,220.0 $177K 0.03% +215.0 +1.3% $10.27 +5.6%
Page 3 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%