Fund HoldingsSMI Advisory Services, LLC

Total Portfolio Value
$580.29M
Total Bought
$170.89M
Total Sold
$133.60M
Net Transaction
+$37.28M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ISHARES TR0254,744+254,744055,4639.56%+55,463
EXCHANGE PLACE ADVISORS TRUS0808,213+808,213020,8523.59%+20,852
NORTHERN LTS FD TR II0725,613+725,613018,6413.21%+18,641
FIRST TR EXCH TRD ALPHDX FD
DEV MRK EX US
0165,015+165,015013,8422.39%+13,842
SPDR SERIES TRUST
ST STR SP METAL
0111,207+111,207013,4002.31%+13,400
ETF OPPORTUNITIES TRUST
SMI REAL ETF
7,200,5357,422,221+221,686196,899209,32136.07%+12,422
SELECT SECTOR SPDR TR
ST STR TECHN ETF
048,299+48,29907,0901.22%+7,090
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
3,54525,683+22,1388806,6321.14%+5,752
SPDR GOLD TR(GLD)127,316121,379-5,93745,53351,2508.83%+5,717
SELECT SECTOR SPDR TR
ST STR FINL ETF
072,842+72,84204,0270.69%+4,027
SELECT SECTOR SPDR TR
ST STR SVC ETF
028,937+28,93703,4020.59%+3,402
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
036,970+36,97002,7170.47%+2,717
CAMBRIA ETF TR594,771610,335+15,56417,44520,0433.45%+2,599
SELECT SECTOR SPDR TR
ST STR DISCR ETF
018,612+18,61202,3170.40%+2,317
SELECT SECTOR SPDR TR
ST STR INDL ETF
010,382+10,38201,6940.29%+1,694
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
041,335+41,33501,6310.28%+1,631
SPROTT ASSET MANAGEMENT LP(PHYS)339,343323,644-15,69910,13311,3311.95%+1,198
ISHARES TR
IBONDS DEC2026
031,428+31,42807620.13%+762
INNOVATOR ETFS TRUST
QUITY MANAGD FLR
013,204+13,20404940.09%+494
USCF ETF TR
SUMMERHAVEN K1
823,016841,490+18,47418,74819,2033.31%+454
SPDR SERIES TRUST
ST STR P400MID
07,080+7,08004300.07%+430
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
016,294+16,29403350.06%+335
SELECT SECTOR SPDR TR
ST STR MATER ETF
06,664+6,66403230.06%+323
SPDR SERIES TRUST
ST STR P500ETF
03,816+3,81603120.05%+312
SELECT SECTOR SPDR TR
ST STR CARE ETF
01,982+1,98203120.05%+312
WISDOMTREE TR(WT)03,319+3,31902980.05%+298
SPDR SERIES TRUST
ST SHO TREAS ETF
09,401+9,40102750.05%+275
ELI LILLY & CO(LLY)1,0851,087+29111,1750.20%+263
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
18,92531,982+13,0573706260.11%+256
SPDR SERIES TRUST
ST STR PR SP1500
02,926+2,92602470.04%+247
HUBBELL INC(HUBB)4,1964,128-681,7331,9520.34%+219
SPDR S&P 500 ETF TR(SPY)3,7513,809+582,5102,6480.46%+138
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
15,91922,459+6,5403144430.08%+129
HOWMET AEROSPACE INC(HWM)1,9251,92503644240.07%+59
SCHWAB STRATEGIC TR19,58519,574-116326560.11%+24
SPDR INDEX SHS FDS
ST STR ACWI ETF
16,42815,977-4515835980.10%+14
ISHARES TR2,3632,36302142280.04%+13
INNOVATOR ETFS TRUST
EQUITY JAN 20227
26,56326,56307197280.13%+10
GOLDMAN SACHS ETF TR2,6832,68302492580.04%+9
ISHARES TR1,7081,70802072140.04%+7
INNOVATOR ETFS TRUST
US EQT ULTRA BFR
5,8275,82702092160.04%+7
DNP SELECT INCOME FD INC(DNP)16,57317,005+4321651700.03%+5
VANGUARD BD INDEX FDS7,1227,151+295295310.09%+2
VANGUARD SPECIALIZED FUNDS1,2291,139-902682570.04%-11
CO-DIAGNOSTICS INC28,0000-28,000110-11
NVIDIA CORPORATION(NVDA)4,2804,28008037920.14%-11
MICROSOFT CORP(MSFT)48048002482290.04%-19
VANGUARD INDEX FDS595528-672862600.04%-26
VANGUARD INDEX FDS2,6582,468-1908227910.14%-31
VANGUARD INDEX FDS1,3981,105-2932622180.04%-45
ISHARES TR5,8185,161-6575665170.09%-49
ISHARES TR1,8771,559-3186905940.10%-95
VANGUARD INTL EQUITY INDEX F8,0975,774-2,3235884430.08%-145
VANGUARD WORLD FD5350-5352160-216
APPLE INC(AAPL)8390-8392160-216
VANGUARD INDEX FDS1,8211,356-4651,1208670.15%-253
FIDELITY WISE ORIGIN BITCOIN(FBTC)2,3900-2,3902560-256
SPDR SERIES TRUST
ST SHO TREAS ETF
9,2000-9,2002690-269
EXXON MOBIL CORP5,3812,664-2,7176093300.06%-279
SPDR SERIES TRUST
ST STR PR SP1500
3,4450-3,4452790-279
BROADCOM INC(AVGO)8840-8842990-299
SPDR SERIES TRUST
ST STR P500ETF
3,8570-3,8573040-304
WISDOMTREE TR(WT)7,0410-7,0413120-312
SPDR SERIES TRUST
ST STR P400MID
7,7170-7,7174450-445
SCHWAB STRATEGIC TR360,722333,624-27,0988,7878,1301.40%-657
ISHARES TR29,2220-29,2227340-734
SELECT SECTOR SPDR TR
ST STR INDL ETF
9,5270-9,5271,4710-1,471
VANGUARD INDEX FDS65,25352,599-12,65413,84011,5311.99%-2,309
SELECT SECTOR SPDR TR
ST STR FINL ETF
55,4240-55,4242,9770-2,977
ISHARES TR34,19228,245-5,94722,99219,7223.40%-3,270
SELECT SECTOR SPDR TR
ST STR SVC ETF
28,1760-28,1763,2790-3,279
SELECT SECTOR SPDR TR
ST STR DISCR ETF
14,6660-14,6663,4880-3,488
SPDR SERIES TRUST
ST STR SP METAL
110,4170-110,41710,7720-10,772
SELECT SECTOR SPDR TR
ST STR TECHN ETF
39,8510-39,85111,3460-11,346
ETF OPPORTUNITIES TRUST
SMI FULL ETF
2,747,9062,192,896-555,01072,32556,9719.82%-15,353
ISHARES TR37,9662,361-35,60517,8421,1270.19%-16,715
VANGUARD BD INDEX FDS318,4710-318,47124,8530-24,853
INVESCO EXCH TRD SLF IDX FD1,239,4060-1,239,40625,6620-25,662
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