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SMI Advisory Services, LLC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1609008

$617.0M

disclosed book value

62

positions

36.6%

largest position share

Positions, as of 2026-06-30

top 62 of 62 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1RAAETF OPPORTUNITIES TRUST7.6M$226.1M36.6%
2FCTEETF OPPORTUNITIES TRUST2.3M$68.1M11%
3IWDISHARES TR255,736$63.2M10.2%
4EMXCISHARES INC274,115$27.5M4.5%
5USRTISHARES TR377,626$25.3M4.1%
6QTPIEXCHANGE PLACE ADVISORS TRUS884,577$22.6M3.7%
7WCPBNORTHERN LTS FD TR II845,239$21.4M3.5%
8XSDSPDR SERIES TRUST36,067$20.6M3.3%
9FDTFIRST TR EXCH TRD ALPHDX FD208,908$19.7M3.2%
10IVVISHARES TR24,446$18.5M3%
11SCHFSCHWAB STRATEGIC TR501,624$14.0M2.3%
12XLKSELECT SECTOR SPDR TR68,939$12.7M2.1%
13NDECINNOVATOR ETFS TRUST417,894$12.5M2%
14VXFVANGUARD INDEX FDS42,373$10.4M1.7%
15SCHOSCHWAB STRATEGIC TR321,160$7.7M1.3%
16DFASDIMENSIONAL ETF TRUST83,541$6.8M1.1%
17DFAIDIMENSIONAL ETF TRUST99,064$4.2M0.7%
18XLISELECT SECTOR SPDR TR15,419$2.9M0.5%
19XLVSELECT SECTOR SPDR TR16,450$2.7M0.4%
20XLCSELECT SECTOR SPDR TR20,754$2.3M0.4%
21QQQMINVESCO EXCH TRADED FD TR II7,608$2.3M0.4%
22PHYSSPROTT ASSET MANAGEMENT LP71,925$2.3M0.4%
23HUBBHUBBELL INC4,128$2.0M0.3%
24SPYSTATE STR SPDR S&P 500 ETF T2,333$1.8M0.3%
25DLNWISDOMTREE TR13,571$1.3M0.2%
26LLYELI LILLY & CO1,090$1.3M0.2%
27GLDSPDR GOLD TR2,939$1.1M0.2%
28IBDRISHARES TR39,673$958,8970.2%
29NVDANVIDIA CORPORATION4,280$836,9540.1%
30IWFISHARES TR6,444$792,5670.1%
31XLESELECT SECTOR SPDR TR14,379$763,9570.1%
32SCHKSCHWAB STRATEGIC TR18,709$678,5880.1%
33BSCQINVESCO EXCH TRD SLF IDX FD34,671$677,4720.1%
34VOOVANGUARD INDEX FDS978$675,2380.1%
35VVVANGUARD INDEX FDS1,918$663,7630.1%
36CWISPDR INDEX SHS FDS14,684$600,7230.1%
37HWMHOWMET AEROSPACE INC1,925$534,9770.1%
38TJANINNOVATOR ETFS TRUST18,817$530,9220.1%
39GLDMWORLD GOLD TR6,261$515,8790.1%
40BNDVANGUARD BD INDEX FDS7,035$514,5400.1%
41BSCRINVESCO EXCH TRD SLF IDX FD25,805$506,6820.1%
42IWBISHARES TR1,203$495,6120.1%
43VOOGVANGUARD ADMIRAL FDS INC5,307$432,1050.1%
44IWRISHARES TR3,899$431,2690.1%
45XLFSELECT SECTOR SPDR TR6,897$387,2000.1%
46BSCSINVESCO EXCH TRD SLF IDX FD18,958$386,4900.1%
47SDCIUSCF ETF TR13,840$374,9280.1%
48XLYSELECT SECTOR SPDR TR3,109$366,9460.1%
49SPYMSPDR SERIES TRUST4,118$364,1550.1%
50XLUSELECT SECTOR SPDR TR7,680$347,9050.1%
51SPMDSPDR SERIES TRUST4,636$310,2420.1%
52EXMOCEXXON MOBIL CORP2,059$280,9540%
53SPTSSPDR SERIES TRUST9,614$278,3260%
54VIGVANGUARD SPECIALIZED FUNDS1,136$271,5390%
55SPTMSPDR SERIES TRUST2,891$263,7750%
56ILCVISHARES TR2,363$244,7130%
57VTVVANGUARD INDEX FDS1,105$242,4820%
58XCWISDOMTREE TR7,501$241,4220%
59IVWISHARES TR1,708$234,2010%
60AAPLAPPLE INC739$231,0560%
61SCHHSCHWAB STRATEGIC TR9,630$229,8690%
62DNPDNP SELECT INCOME FD INC17,535$190,7860%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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