Arkolith/Funds/SFI Advisors, LLC

SFI Advisors, LLC

CIK 1911308
Holdings as of Jun 30, 2026·disclosed Jul 27, 2026·~27-day 13F lag·13F-HR
Active Filer

SFI Advisors, LLC holds a diversified book of 55 stocks worth $115.9M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-day 13F lag). This quarter they opened Ishares Core S&P 500 ETF and trimmed Vistashares Ais ETF. Their largest long position is Ea Series Trust at 8% of the equity book. Cloning the disclosed picks since 2024 would be +34% (+18.9%/yr). That is a simulation of the disclosed long book, not audited returns.

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holdings, largest changes, and filing provenance.
Opened
88
new positions
Added to
4
existing
Trimmed
36
reduced
Sold out
1
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+34.2%
+18.9%/yr · since Nov '24
Their reported book
+36.4%
held from quarter-end
S&P 500
+26.0%
same window
$8K$10K$11K$12K$14KNov '24Mar '25Jul '25Nov '25Mar '26Jul '26
SFI Advisors, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +36.4%, a 2.2-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning SFI Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: diversified book

Top 5 holdings
29%
Top 10 holdings
46%
Top 20 holdings
74%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

9% mapped to company sectors

ETF / fund or unclassified
91%
Information Technology
7%
Health Care
1%
Communication Services
1%
Financials
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as SFI Advisors, LLC

Manager / fundShared namesTheir $ in those
MORGAN STANLEY78 / 55$172.1B
OSAIC HOLDINGS, INC.77 / 55$7.6B
ROYAL BANK OF CANADA74 / 55$51.8B
UBS Group AG74 / 55$44.0B
LPL Financial LLC73 / 55$39.1B
RAYMOND JAMES FINANCIAL INC70 / 55$24.6B
WELLS FARGO & COMPANY/MN69 / 55$55.8B
CWM, LLC69 / 55$3.7B

Ranked by how many of SFI Advisors, LLC's top 55 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

55 positions
#SecurityValueShares% PortLast moveHistory
1Ea Series Trust
VARI PE CYCL ETF
$9.2M311.0K
8.0%
+0.7%
Added · +2K sh
2Apple Inc
COM
$8.0M27.7K
6.9%
+1.0%
Added · +280 sh
3Tidal Trust III
VIST ARTI IN ETF
$6.8M79.6K
5.9%
−2.9%
Reduced · −2K sh
4First TR Exchange-Traded FD
NASDAQ CYB ETF
$4.8M52.9K
4.1%
−0.8%
Reduced · −424 sh
5SPDR Series Trust
ST STR BLO 1 ETF
$4.7M51.6K
4.1%
−14%
Reduced · −8K sh
6First TR Exchange-Traded FD
FINLS ALPHADEX
$4.4M71.1K
3.8%
−1.4%
Reduced · −986 sh
7Ishares TR
S&P 500 VAL ETF
$4.1M18.2K
3.6%
−2.8%
Reduced · −525 sh
8Ishares TR
US BR DEL SE ETF
$3.9M22.3K
3.4%
−1.3%
Reduced · −293 sh
9Vaneck ETF Trust
SEMICONDUCTR ETF
$3.9M5.9K
3.4%
+0.4%
Added · +22 sh
10SPDR Series Trust
ST STR SP TELCO
$3.7M16.1K
3.2%
−3.8%
Reduced · −641 sh
11First TR Exchange-Traded FD
NY ARCA BIOTECH
$3.5M14.0K
3.0%
−0.7%
Reduced · −102 sh
12First TR Exchange-Traded FD
DJ INTERNT IDX
$3.4M12.9K
3.0%
−0.7%
Reduced · −86 sh
13Ea Series Trust
ALPHA ARCH 1-3
$3.4M29.1K
2.9%
+58%
Added · +11K sh
14Fidelity Covington Trust
CLOUD COMPUTNG
$3.4M87.4K
2.9%
−1.2%
Reduced · −1K sh
15Invesco Exchange Traded FD T
DORS WR HEAL ETF
$3.4M56.3K
2.9%
−2.9%
Reduced · −2K sh
16Fidelity Covington Trust
MSCI CONSM DIS
$3.2M31.4K
2.8%
−2.0%
Reduced · −634 sh
17Ishares TR
EXPANDED TECH
$3.2M35.4K
2.8%
−3.2%
Reduced · −1K sh
18First TR Exchange-Traded FD
INTL EQUITY OPP
$3.2M38.3K
2.8%
−0.7%
Reduced · −287 sh
19Ishares TR
ASIA 50 ETF
$3.2M22.5K
2.7%
−2.5%
Reduced · −577 sh
20Amplify ETF TR
ONLIN RETL ETF
$2.5M36.4K
2.2%
−5.7%
Reduced · −2K sh
21Global X FDS
US INFR DEV ETF
$2.3M38.7K
2.0%
−0.8%
Reduced · −308 sh
22SPDR Series Trust
ST STR SP AERO
$2.0M7.1K
1.7%
−2.0%
Reduced · −144 sh
23First TR Exchange-Traded FD
HLTH CARE ALPH
$1.9M15.6K
1.6%
−2.2%
Reduced · −349 sh
24Pacer FDS TR
US CASH COWS 100
$1.8M29.4K
1.6%
−1.7%
Reduced · −511 sh
25Ishares TR
US CONSM STAPLES
$1.7M23.8K
1.5%
−2.3%
Reduced · −562 sh
26Ishares TR
MSCI INTL QUALTY
$1.7M33.9K
1.4%
−4.2%
Reduced · −1K sh
27Mexico FD Inc
COM
$1.7M76.6K
1.4%
−0.1%
Reduced · −42 sh
28First TR Exchange Traded FD
NASDQ OIL GAS
$1.5M45.4K
1.3%
−0.5%
Reduced · −215 sh
29Invesco Exchange Traded FD T
S&P SMLCP MOMENT
$1.5M15.8K
1.3%
−1.1%
Reduced · −176 sh
30Renaissance Cap Greenwich FD
IPO ETF
$1.2M20.5K
1.0%
−5.3%
Reduced · −1K sh
31First TR Exch TRD Alphdx FD
DEV MRK EX US
$1.1M12.0K
1.0%
−0.5%
Reduced · −56 sh
32Global X FDS
ARTIFICIAL ETF
$1.1M16.9K
1.0%
−1.4%
Reduced · −250 sh
33SPDR Series Trust
ST STR SP SEMI
$1.1M1.7K
0.9%
−6.6%
Reduced · −122 sh
34Ishares TR
CORE S&P500 ETF
$1.0M1.4K
0.9%
New
New position
35Wisdomtree TR
EM EX ST-OWNED
$934K19.0K
0.8%
Held
36Ishares TR
MICRO-CAP ETF
$777K3.9K
0.7%
−2.2%
Reduced · −86 sh
37Invesco Exchange Traded FD T
SEMICONDUCTORS
$737K3.9K
0.6%
Held
38First TR Exch TRD Alphdx FD
EM SML CP ALPH
$734K16.1K
0.6%
Held
39Cryo-Cell Intl Inc
COM
$527K165.3K
0.5%
Held
40First TR Exchange-Traded FD
WTR ETF
$403K3.7K
0.3%
−8.5%
Reduced · −343 sh
41Netflix Inc.
COM
$403K5.6K
0.3%
−8.3%
Reduced · −510 sh
42Global X FDS
GLOBAL X COPPER
$402K5.2K
0.3%
New
New position
43Invesco QQQ TR
UNIT SER 1
$381K518
0.3%
New
New position
44Ishares Inc
MSCI MEXICO ETF
$381K5.1K
0.3%
−3.3%
Reduced · −172 sh
45Proshares TR
MSCI EAFE DIVD
$366K8.5K
0.3%
Held
46Vanguard Index FDS
SML CP GRW ETF
$266K728
0.2%
−2.3%
Reduced · −17 sh
47SPDR Series Trust
SP KENSHO INFRA
$265K5.6K
0.2%
−17%
Reduced · −1K sh
48PNC Finl Svcs Group Inc
COM
$259K1.1K
0.2%
New
New position
49Oracle Corp
COM
$253K1.7K
0.2%
New
New position
50Listed FDS TR
HORI KI INFL ETF
$253K5.1K
0.2%
−5.5%
Reduced · −293 sh
Showing 50 of 55 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 27, 202655$115.9M13F-HR
Q1 2026Mar 31, 2026May 5, 202648$95.2M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202666$156.0M13F-HR
Q3 2025Sep 30, 2025Oct 29, 202562$157.0M13F-HR
Q2 2025Jun 30, 2025Aug 11, 202557$144.5M13F-HR
Q1 2025Mar 31, 2025May 13, 202572$135.3M13F-HR
Q4 2024Dec 31, 2024Feb 14, 202582$142.5M13F-HR
Q3 2024Sep 30, 2024Nov 13, 202476$140.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.