Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SFI Advisors, LLC (CIK 1911308) reported $95.2M across 48 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BOXA ($7.4M, 7.82%), AAPL ($7.0M, 7.31%), BIL ($5.5M, 5.75%), FXO ($4.1M, 4.25%), IVE ($4.0M, 4.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BOXA | EA SERIES TRUST | $7.4M | 7.82% | 308,845 | New |
| 2 | AAPL | APPLE INC | $7.0M | 7.31% | 27,432 | Hold |
| 3 | BIL | SPDR SERIES TRUST | $5.5M | 5.75% | 59,774 | Trimmed |
| 4 | FXO | FIRST TR EXCHANGE-TRADED FD | $4.1M | 4.25% | 72,112 | Trimmed |
| 5 | IVE | ISHARES TR | $4.0M | 4.16% | 18,744 | Trimmed |
| 6 | IAI | ISHARES TR | $3.7M | 3.89% | 22,563 | Trimmed |
| 7 | AIS | TIDAL TRUST III | $3.4M | 3.61% | 81,972 | Trimmed |
| 8 | CIBR | FIRST TR EXCHANGE-TRADED FD | $3.3M | 3.51% | 53,320 | Trimmed |
| 9 | XTL | SPDR SERIES TRUST | $3.2M | 3.31% | 16,759 | Trimmed |
| 10 | FDN | FIRST TR EXCHANGE-TRADED FD | $3.1M | 3.20% | 13,036 | Trimmed |
| 11 | FDIS | FIDELITY COVINGTON TRUST | $3.0M | 3.14% | 32,080 | Trimmed |
| 12 | IGV | ISHARES TR | $2.9M | 3.07% | 36,568 | Trimmed |
| 13 | PTH | INVESCO EXCHANGE TRADED FD T | $2.8M | 2.98% | 57,991 | Trimmed |
| 14 | FBT | FIRST TR EXCHANGE-TRADED FD | $2.8M | 2.97% | 14,065 | Trimmed |
| 15 | AIA | ISHARES TR | $2.4M | 2.57% | 23,047 | Trimmed |
| 16 | IBUY | AMPLIFY ETF TR | $2.4M | 2.54% | 38,637 | Trimmed |
| 17 | FCLD | FIDELITY COVINGTON TRUST | $2.4M | 2.52% | 88,519 | Trimmed |
| 18 | FPXI | FIRST TR EXCHANGE-TRADED FD | $2.4M | 2.50% | 38,569 | Trimmed |
| 19 | SMH | VANECK ETF TRUST | $2.3M | 2.38% | 5,906 | Trimmed |
| 20 | BOXX | EA SERIES TRUST | $2.1M | 2.25% | 18,410 | Added |
| 21 | PAVE | GLOBAL X FDS | $2.0M | 2.08% | 39,031 | Trimmed |
| 22 | COWZ | PACER FDS TR | $1.9M | 1.96% | 29,898 | Trimmed |
| 23 | XAR | SPDR SERIES TRUST | $1.8M | 1.93% | 7,241 | Trimmed |
| 24 | FTXN | FIRST TR EXCHANGE TRADED FD | $1.8M | 1.85% | 45,597 | Trimmed |
| 25 | FXH | FIRST TR EXCHANGE-TRADED FD | $1.7M | 1.84% | 15,941 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31