SMI Advisory Services, LLC
All 13F Filings
- Location
- Columbus, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 606,927
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/7/2026 | 60 | 606,927 | 13F-HR | SMI Advisory Services, LLC |
| Q4 2025 | 1/13/2026 | 59 | 580,291 | 13F-HR | SMI Advisory Services, LLC |
| Q3 2025 | 10/6/2025 | 56 | 528,589 | 13F-HR | SMI Advisory Services, LLC |
| Q2 2025 | 7/18/2025 | 51 | 517,525 | 13F-HR | SMI Advisory Services, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 88.73 K | 14.6% | 0 | 369.2 K | -369.2 K |
| ETFs | 517.4 K | 85.3% | 395.8 K | 0 | 395.8 K |
| Debt | 794 | 0.1% | 32 | 0 | 32 |
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Fund Snapshot
Q1 2026
Latest filed
4/7/2026
Total value ($000)
606,927
Holdings
60
QoQ value change ($000)
26,636
(4.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.