SMI Advisory Services, LLC - Portfolio Stock Holdings
SMI Advisory Services, LLC disclosed 65 stock positions in a recent SEC 13F filing. $617,980,547 of stock holdings were filed, with the largest holdings including RAA, FCTE, and VOOG. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $949,000,000 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
65Est. Stock Holding Value:
$617,980,547Top Stock Holdings By Sector
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Portfolio Stock Holdings - SMI Advisory Services, LLC
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Stock
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% of Portfolio
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