Fund HoldingsSMI Advisory Services, LLC

Total Portfolio Value
$617.02M
Total Bought
$439.68M
Total Sold
$442.85M
Net Transaction
-$3.17M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ETF OPPORTUNITIES TRUST
SMI REAL ETF
07,643,624+7,643,6240226,09436.64%+226,094
ETF OPPORTUNITIES TRUST
SMI FULL ETF
02,335,162+2,335,162068,06311.03%+68,063
ISHARES INC
MSCI EMRG CHN
11,653274,115+262,46292527,4644.45%+26,538
ISHARES TR0377,626+377,626025,2974.10%+25,297
EXCHANGE PLACE ADVISORS TRUS0884,577+884,577022,6503.67%+22,650
SPDR SERIES TRUST
ST STR SP SEMI
036,067+36,067020,6043.34%+20,604
SCHWAB STRATEGIC TR28,076501,624+473,54870613,9802.27%+13,274
SELECT SECTOR SPDR TR
ST STR TECHN ETF
068,939+68,939012,6552.05%+12,655
ISHARES TR269,894255,736-14,15858,46263,22810.25%+4,766
SELECT SECTOR SPDR TR
ST STR INDL ETF
015,419+15,41902,8610.46%+2,861
SELECT SECTOR SPDR TR
ST STR CARE ETF
016,450+16,45002,6640.43%+2,664
ISHARES TR24,13624,446+31015,97518,4512.99%+2,476
SELECT SECTOR SPDR TR
ST STR SVC ETF
020,754+20,75402,2870.37%+2,287
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
203,985208,908+4,92317,95119,7393.20%+1,788
VANGUARD INDEX FDS42,61042,373-2378,91410,3721.68%+1,458
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
4,3417,608+3,2671,0522,2640.37%+1,212
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
77,90583,541+5,6365,6236,8251.11%+1,201
INNOVATOR ETFS TRUST
GROWTH 100 PWR B
415,766417,894+2,12811,33612,5262.03%+1,190
WISDOMTREE TR(WT)3,32913,571+10,2422991,3210.21%+1,022
NORTHERN LTS FD TR II814,050845,239+31,18920,61621,4353.47%+819
SELECT SECTOR SPDR TR
ST STR ENERG ETF
014,379+14,37907640.12%+764
SPDR INDEX SHS FDS
ST STR ACWI ETF
014,684+14,68406010.10%+601
WORLD GOLD TR(GLDM)06,261+6,26105160.08%+516
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
93,55499,064+5,5103,7004,1570.67%+457
VANGUARD ADMIRAL FDS INC05,307+5,30704320.07%+432
SELECT SECTOR SPDR TR
ST STR FINL ETF
06,897+6,89703870.06%+387
SELECT SECTOR SPDR TR
ST STR DISCR ETF
03,109+3,10903670.06%+367
SPDR SERIES TRUST
ST STR P500ETF
04,118+4,11803640.06%+364
SELECT SECTOR SPDR TR
ST STR UTIL ETF
07,680+7,68003480.06%+348
SPDR SERIES TRUST
ST STR P400MID
04,636+4,63603100.05%+310
ELI LILLY & CO(LLY)1,0881,090+21,0091,3080.21%+299
SPDR SERIES TRUST
ST SHO TREAS ETF
09,614+9,61402780.05%+278
SPDR SERIES TRUST
ST STR PR SP1500
02,891+2,89102640.04%+264
WISDOMTREE TR(WT)07,501+7,50102410.04%+241
ISHARES TR01,708+1,70802340.04%+234
APPLE INC(AAPL)0739+73902310.04%+231
SCHWAB STRATEGIC TR09,630+9,63002300.04%+230
STATE STR SPDR S&P 500 ETF T(SPY)2,3322,333+11,5361,7520.28%+216
ISHARES TR
IBONDS DEC2026
32,85839,673+6,8157949590.16%+165
ISHARES TR1,6316,444+4,8137047930.13%+88
HOWMET AEROSPACE INC(HWM)1,9251,92504555350.09%+80
NVIDIA CORPORATION(NVDA)4,2804,28007608370.14%+77
VANGUARD INDEX FDS993978-156026750.11%+74
SCHWAB STRATEGIC TR317,022321,160+4,1387,6667,7371.25%+71
SCHWAB STRATEGIC TR19,15318,709-4446086790.11%+71
VANGUARD INDEX FDS1,9611,918-435946640.11%+70
ISHARES TR1,2261,203-234434960.08%+52
ISHARES TR3,8993,89903854310.07%+46
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
32,84234,671+1,8296426770.11%+36
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
17,17318,958+1,7853513860.06%+36
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
24,02025,805+1,7854725070.08%+35
VANGUARD SPECIALIZED FUNDS1,1361,13602462720.04%+25
VANGUARD INDEX FDS1,1051,10502192420.04%+24
ISHARES TR2,3632,36302222450.04%+23
INNOVATOR ETFS TRUST
EQUITY JAN 20227
18,81718,81705125310.09%+19
DNP SELECT INCOME FD INC(DNP)17,22017,535+3151771910.03%+14
HUBBELL INC(HUBB)4,1284,12802,0612,0460.33%-15
VANGUARD BD INDEX FDS7,3837,035-3485425150.08%-28
EXXON MOBIL CORP2,5422,059-4834152810.05%-134
SELECT SECTOR SPDR TR
ST STR MATER ETF
4,2460-4,2462130-213
SPDR SERIES TRUST
ST STR PR SP1500
2,8910-2,8912320-232
SPDR SERIES TRUST
ST SHO TREAS ETF
9,6360-9,6362800-280
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
7,8570-7,8572810-281
SPDR SERIES TRUST
ST STR P400MID
4,8650-4,8652920-292
SPDR SERIES TRUST
ST STR P500ETF
3,7820-3,7822930-293
SPDR INDEX SHS FDS
ST STR ACWI ETF
14,7030-14,7035450-545
SELECT SECTOR SPDR TR
ST STR STAPL ETF
7,3120-7,3126040-604
SELECT SECTOR SPDR TR
ST STR CARE ETF
7,7370-7,7371,1320-1,132
SELECT SECTOR SPDR TR
ST STR INDL ETF
6,9570-6,9571,1450-1,145
SELECT SECTOR SPDR TR
ST STR SVC ETF
11,6660-11,6661,3040-1,304
SELECT SECTOR SPDR TR
ST STR DISCR ETF
12,0360-12,0361,3120-1,312
SELECT SECTOR SPDR TR
ST STR REAL ETF
34,3410-34,3411,4340-1,434
SELECT SECTOR SPDR TR
ST STR FINL ETF
29,8910-29,8911,4910-1,491
SELECT SECTOR SPDR TR
ST STR UTIL ETF
58,6300-58,6302,7070-2,707
SELECT SECTOR SPDR TR
ST STR ENERG ETF
66,7120-66,7123,9810-3,981
SELECT SECTOR SPDR TR
ST STR TECHN ETF
29,3120-29,3124,0090-4,009
SPROTT ASSET MANAGEMENT LP(PHYS)312,74471,925-240,81911,0182,2590.37%-8,759
SPDR SERIES TRUST
ST STR SP METAL
180,4860-180,48619,8930-19,893
CAMBRIA ETF TR629,0380-629,03821,2430-21,243
EXCHANGE PLACE ADVISORS TRUS858,3380-858,33821,8360-21,836
USCF ETF TR
SUMMERHAVEN K1
854,71113,840-840,87123,6163750.06%-23,241
SPDR GOLD TR(GLD)116,0052,939-113,06649,6091,1230.18%-48,486
ETF OPPORTUNITIES TRUST
SMI FULL ETF
2,312,8250-2,312,82558,0200-58,020
ETF OPPORTUNITIES TRUST
SMI REAL ETF
7,655,9190-7,655,919213,4620-213,462
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