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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

SMI Advisory Services, LLC

Quarter ended Q4 2025 · Filed January 13, 2026 · Accession 0001609008-26-000001

Total Value
$580.3M
Positions
83
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (83)

#IssuerTicker / CUSIPSharesValue% of Filing
1ETF OPPORTUNITIES TRUST26923N3976,605,027$186.3M32.10%
2ETF OPPORTUNITIES TRUST26923N5121,920,202$49.9M8.60%
3ISHARES TR464287598224,815$48.9M8.43%
4SPDR GOLD TRGLD110,638$46.7M8.05%
5ETF OPPORTUNITIES TRUST26923N397817,194$23.0M3.97%
6EXCHANGE PLACE ADVISORS TRUS301471108736,907$19.0M3.28%
7ISHARES TR46428720025,664$17.9M3.09%
8CAMBRIA ETF TR132061409535,066$17.6M3.03%
9NORTHERN LTS FD TR IINTRSO663,320$17.0M2.94%
10USCF ETF TR90290T809739,451$16.9M2.91%
11FIRST TR EXCH TRD ALPHDX FD33737J174141,738$11.9M2.05%
12SPDR SERIES TRUST78464A75596,815$11.7M2.01%
13VANGUARD INDEX FDS92290865248,244$10.6M1.82%
14SPROTT ASSET MANAGEMENT LPSII249,184$8.7M1.50%
15SCHWAB STRATEGIC TR808524862308,485$7.5M1.30%
16ETF OPPORTUNITIES TRUST26923N512272,694$7.1M1.22%
17ISHARES TR46428759829,929$6.5M1.12%
18SELECT SECTOR SPDR TR81369Y80341,201$6.0M1.04%
19INVESCO EXCH TRADED FD TR IIIVZ20,827$5.4M0.93%
20SPDR GOLD TRGLD10,741$4.5M0.78%
21SELECT SECTOR SPDR TR81369Y60564,280$3.6M0.61%
22SELECT SECTOR SPDR TR81369Y85224,887$2.9M0.50%
23SPROTT ASSET MANAGEMENT LPSII74,460$2.6M0.45%
24CAMBRIA ETF TR13206140975,269$2.5M0.43%
25USCF ETF TR90290T809102,039$2.3M0.40%
26DIMENSIONAL ETF TRUST25434V50031,601$2.3M0.40%
27SELECT SECTOR SPDR TR81369Y40716,260$2.0M0.35%
28FIRST TR EXCH TRD ALPHDX FD33737J17423,277$2.0M0.34%
29HUBBELL INCHUBB4,128$2.0M0.34%
30SPDR S&P 500 ETF TRSPY2,799$1.9M0.34%
31EXCHANGE PLACE ADVISORS TRUS30147110871,306$1.8M0.32%
32ISHARES TR4642872002,581$1.8M0.31%
33SPDR SERIES TRUST78464A75514,392$1.7M0.30%
34NORTHERN LTS FD TR IINTRSO62,293$1.6M0.28%
35SELECT SECTOR SPDR TR81369Y7049,117$1.5M0.26%
36DIMENSIONAL ETF TRUST25434V20335,615$1.4M0.24%
37INVESCO EXCH TRADED FD TR IIIVZ4,856$1.3M0.22%
38ELI LILLY & COLLY1,087$1.2M0.20%
39SELECT SECTOR SPDR TR81369Y8037,098$1.0M0.18%
40VANGUARD INDEX FDS9229086524,355$954,7040.16%
41VANGUARD INDEX FDS9229083631,356$867,0840.15%
42ISHARES TR4642876141,763$841,3530.14%
43NVIDIA CORPORATIONNVDA4,280$791,5440.14%
44VANGUARD INDEX FDS9229086372,468$791,3060.14%
45ISHARES TR46435GAA031,428$761,8150.13%
46INNOVATOR ETFS TRUSTINHD26,563$728,0920.13%
47SPDR S&P 500 ETF TRSPY1,010$701,9770.12%
48SCHWAB STRATEGIC TR80852472219,574$655,9360.11%
49INVESCO EXCH TRD SLF IDX FDIVZ31,982$626,2080.11%
50SCHWAB STRATEGIC TR80852486225,139$612,6380.11%
51SPDR INDEX SHS FDS78463X84815,977$597,7000.10%
52ISHARES TR4642876221,559$594,3370.10%
53VANGUARD BD INDEX FDS9219378357,151$530,7480.09%
54ISHARES TR4642874995,161$516,7200.09%
55INNOVATOR ETFS TRUSTINHD13,204$493,8300.09%
56SELECT SECTOR SPDR TR81369Y8524,050$476,1050.08%
57SELECT SECTOR SPDR TR81369Y6058,562$473,3860.08%
58INVESCO EXCH TRD SLF IDX FDIVZ22,459$443,3410.08%
59VANGUARD INTL EQUITY INDEX F9220427755,774$442,7160.08%
60SPDR SERIES TRUST78464A8477,080$430,0260.07%
61HOWMET AEROSPACE INCHWM1,925$423,7890.07%
62DIMENSIONAL ETF TRUST25434V5005,369$394,6220.07%
63INVESCO EXCH TRD SLF IDX FDIVZ16,294$335,4940.06%
64EXXON MOBIL CORPXOM2,664$330,4670.06%
65SELECT SECTOR SPDR TR81369Y1006,664$323,3380.06%
66SPDR SERIES TRUST78464A8543,816$312,1490.05%
67SELECT SECTOR SPDR TR81369Y2091,982$311,9290.05%
68WISDOMTREE TRWT3,319$298,3790.05%
69SELECT SECTOR SPDR TR81369Y4072,352$292,8330.05%
70ISHARES TR464287614598$285,3780.05%
71SPDR SERIES TRUST78468R1019,401$275,1680.05%
72VANGUARD INDEX FDS922908736528$260,0560.04%
73GOLDMAN SACHS ETF TRNVGLF2,683$258,0380.04%
74VANGUARD SPECIALIZED FUNDS9219088441,139$256,9700.04%
75SPDR SERIES TRUST78464A8052,926$246,5750.04%
76MICROSOFT CORPMSFT480$229,0470.04%
77ISHARES TR4642881092,363$227,7700.04%
78DIMENSIONAL ETF TRUST25434V2035,720$225,7690.04%
79VANGUARD INDEX FDS9229087441,105$217,5750.04%
80INNOVATOR ETFS TRUSTINHD5,827$215,5410.04%
81ISHARES TR4642873091,708$213,6540.04%
82SELECT SECTOR SPDR TR81369Y7041,265$206,4210.04%
83DNP SELECT INCOME FD INC23325P10417,005$170,3890.03%