TraderTrends

Manager Profile

SMI Advisory Services, LLC

Diversified · Financial Services 94%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

COLUMBUS, IN

Portfolio Value

$617M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

ETF OPPORTUNITIES TRUST

Latest disclosed holding

Top 4

26923N397 26923N512 464287598 26923N397 46434G764

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Financial Services
94%
Healthcare
3.5%
Technology
1.2%
Industrials
0.6%
Consumer Cyclical
0.2%
Energy
0%
Utilities
0%
Consumer Defensive
0%
Basic Materials
0%
Communication Services
0%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
ETF OPPORTUNITIES TRUST

Shares: 6.6M

195.8M

Position Value
2
ETF OPPORTUNITIES TRUST

Shares: 2M

57.2M

Position Value
3
ISHARES TR

Shares: 216.6K

53.6M

Position Value
4
ETF OPPORTUNITIES TRUST

Shares: 1M

30.3M

Position Value
5
ISHARES INC

Shares: 236.8K

23.7M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID