account_balance

Investment manager · 13F filer · SEC CIK 1911308

SFI Advisors, LLC

Reported value$122Mas of Sep 30, 2026
Positions65 10 new, 0 sold out
Top 10 weight46.0%VPX alone is 8%
FiledOct 3030 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
VPX Ea Series Trust 8.2% Added +4%
AAPL Apple Inc. 7.6% Held
AIS Tidal Trust III 4.8% Held
CIBR First Tr Exchange-Traded Fd 4.5% Held
BOXX Ea Series Trust 4.4% Added +55%
FXO First Tr Exchange-Traded Fd 3.5% Held
IVE iShares Tr 3.3% Trimmed −2%
IAI iShares Tr 3.2% Held
BIL SPDR Series Trust 3.2% Trimmed −18%
FCLD Fidelity Covington Trust 3.2% Held
FBT First Tr Exchange-Traded Fd 3.1% Held
IGV iShares Tr 3.1% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 30, 2026, compared with the Jul 27, 2026 filing
add_circleNew
arrow_upwardAdded
  • BOXX +55%
  • ORCL +12%
  • COPX +6%
  • VPX +4%
arrow_downwardTrimmed
  • QQQ −19%
  • BIL −18%
  • IWC −9%
  • XSMO −7%
remove_circleSold out

None

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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