SMI Advisory Services, LLC - Portfolio Stock Holdings

SMI Advisory Services, LLC disclosed 68 stock positions in a recent SEC 13F filing. $617,568,451 of stock holdings were filed, with the largest holdings including RAA, FCTE, and IWD. This filing represented positions held on June 30, 2026, and was filed today.

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.