account_balance

Investment manager · 13F filer · SEC CIK 1609008

SMI Advisory Services, LLC

Reported value$627Mas of Sep 30, 2026
Positions59 4 new, 7 sold out
Top 10 weight83.6%RAA alone is 37%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
RAA ETF Opportunities Trust 36.7% Held
FCTE ETF Opportunities Trust 11.2% Held
VOOG Vanguard Admiral FDS Inc 10.5% Added +14152%
EMXC iShares Inc 4.5% Added +4%
BIL SPDR Series Trust 4.1% New
QTPI Exchange Place Advisors Trus 3.6% Added +3%
WCPB Northern LTS Fd Tr II 3.4% Added +4%
SDCI Uscf ETF Tr 3.4% Added +4753%
VLUE iShares Tr 3.1% New
IVV iShares Tr 3.1% Held
SCHF Schwab Strategic Tr 2.2% Held
XLK Select Sector SPDR Tr 2.1% Trimmed −5%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 9, 2026 filing
add_circleNew
  • BIL $25.6M
  • VLUE $19.5M
  • BTC $1.21M
  • MSFT $265K
arrow_upwardAdded
  • VOOG +14152%
  • SDCI +4753%
  • IBDR +139%
  • QQQM +37%
arrow_downwardTrimmed
  • XLI −32%
  • XLV −25%
  • PHYS −21%
  • XLC −8%
remove_circleSold out
  • USRT $25.3M
  • XSD $20.6M
  • FDT $19.7M
  • GLDM $516K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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