Smi Advisory Services, LLC Portfolio Holdings

Smi Advisory Services, LLC has filed its 13F form on January 13, 2026 for Q4 2025 where it was disclosed a total value porftolio of $226 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Val ETF with a value of $52.2M, Spdr Gold Trust with a value of $45.6M, Ishares Core S&P 500 ETF with a value of $19.1M, Technology Sector Spdr with a value of $13.9M, and First Trust Developed Markets with a value of $12.9M.

Examining the 13F form we can see an increase of $5.02M in the current position value, from $221M to 226M.

Smi Advisory Services, LLC is based out at Columbus, IN

Below you can find more details about Smi Advisory Services, LLC portfolio as well as his latest detailed transactions.