SMI Advisory Services, LLC
All 13F Filings
- Location
- Columbus, IN
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 626,501
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/13/2026 | 59 | 626,501 | 13F-HR | SMI Advisory Services, LLC |
| Q2 2026 | 7/9/2026 | 62 | 617,019 | 13F-HR | SMI Advisory Services, LLC |
| 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 | 43.6 K | 7.0% | 0 | 19.88 K | -19.88 K |
| ETFs | 580.6 K | 92.7% | 28.03 K | 0 | 28.03 K |
| Debt | 2.291 K | 0.4% | 1.332 K | 0 | 1.332 K |
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Fund Snapshot
Q3 2026
Latest filed
10/13/2026
Total value ($000)
626,501
Holdings
59
QoQ value change ($000)
9,482
(1.5%)
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.