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SFI Advisors, LLC - Portfolio Stock Holdings

SFI Advisors, LLC disclosed 56 stock positions in a recent SEC 13F filing. $115,908,125 of stock holdings were filed, with the largest holdings including VPX, AAPL, and AIS. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $176,000,000 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.

Report Period:

June 30, 2026

No. of Stocks:

56

Est. Stock Holding Value:

$115,908,125

Top Stock Holdings By Sector

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Portfolio Stock Holdings - SFI Advisors, LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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