SMI Advisory Services, LLC
Annual return '25
+12.3%
SPY '25
+17.7%
Alpha
-5.4ptsvs SPY
Invested
$606.9M
Holdings
60
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 86%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$RAA
ETF OPPORTUNITIES TRUST
Held since at least Q1 2024
35.2%
02
$IWD
ISHARES TR
Q4 2025: New position (223 shares)
9.6%
03
$FCTE
ETF OPPORTUNITIES TRUST
Held since at least Q1 2024
9.6%
04
$GQ9
SPDR GOLD TR
Held since at least Q1 2024
8.2%
05
$SDCI
USCF ETF TR
Held since at least Q1 2024
3.9%
06
$QTPI
EXCHANGE PLACE ADVISORS TRUS
Held since at least Q1 2024
3.6%
07
$GVAL
CAMBRIA ETF TR
Held since at least Q1 2024
3.5%
08
$WCPB
NORTHERN LTS FD TR II
Held since at least Q1 2024
3.4%
09
$XME
SPDR SERIES TRUST
Held since at least Q1 2024
3.3%
10
$FDT
FIRST TR EXCH TRD ALPHDX FD
Held since at least Q1 2024
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:27 UTC.