Sfi Advisors Q3 2026 Portfolio Activity: Strategic Shifts in Technology & ETF Holdings

As of June 30, 2026, Sfi Advisors has shown notable activity in its investment strategy, adjusting positions within its portfolio while maintaining a focus on exchange-traded funds (ETFs) and fund shares. The total portfolio value remains substantial at $99.8 million.

Prominent Purchases This Quarter

Sfi Advisors has made several significant purchases during this quarter, most notably increasing its stake in BOXX ETF by over 57% (a +10668 share increase). The firm also significantly boosted positions in IVV, COPX, PNC, and ORCL, each seeing a 100% increase in shares held. These actions suggest confidence in specific sectors or fund strategies.

Notable Sales and Reductions

In contrast to the buys, Sfi Advisors has also divested from certain holdings this quarter. The largest reduction was observed in BIL ETF, with a nearly 14% decrease (-8159 shares). Other significant exits include SMH ETF (shares down by over 0.6%) and XTL ETF (shares down by almost 3.8%). Furthermore, the firm has completely exited positions in QQQ.

Unchanged Holdings

Despite overall changes, some holdings remained static during this period. The IPO fund saw a small decrease of just under 5% (-1147 shares), while other ETFs like IGV and IPO experienced minor share reductions but maintained their portfolio weight.

Sector Focus Remains Strong

The investor's allocation continues to heavily favor Technology, with approximately $8.3 million invested in this sector (holding count: 1). Financial Services also holds a significant portion of the portfolio at about $1.9 million (holding count: 1), while other sectors like Healthcare and Energy show smaller but still present allocations.

For more detailed information on Sfi Advisors' holdings, you can visit their profile page here. Individual stock analyses are available by clicking through to the respective company pages such as for BOXX ETF BOXX, IVV ETF IVV, COPX ETF COPX, PNC stock PNC, and ORCL stock ORCL.