Titelia

Holdings of SMI MULTI-STRATEGY FUND

Valued Advisers Trust · 44 declared positions · as of Apr 30, 2026

Original filing · Net assets 58.7M $ · Ten largest lines: 70 % of the equity sleeve

Sector breakdown

  • Funds 12.2 %
  • Unattributed 87.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US4458.7M $100.00 %

Positions

CompanySharesValueWeight
iShares Trust 29,0706.7M $11.44 %
ETF OPPORTUNITIES TRUST 228,9106.2M $10.56 %
SPROTT PHYSICAL GOLD TRUST 142,8805M $8.52 %
ETF OPPORTUNITIES TRUST 133,3803.9M $6.70 %
BNY Mellon US Large Cap Core E 28,1703.9M $6.59 %
SPDR SERIES TRUST 30,1703.6M $6.10 %
USCF ETF TRUST 112,0903.2M $5.45 %
AEGIS FUNDS (THE) 44,6393.2M $5.37 %
Ishares Inc 32,3402.9M $5.01 %
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II 26,5502.5M $4.30 %
iShares Russell 2000 Value ETF 11,8702.5M $4.20 %
iShares MSCI EAFE ETF 19,6502M $3.42 %
Invesco QQQ Trust Series 1 2,8701.9M $3.26 %
Cambria Global Value ETF 37,5701.3M $2.25 %
Needham Funds Inc 37,1181.2M $2.04 %
Schwab Long-Term U.S. Treasury ETF 23,500730.6K $1.24 %
SELECT SECTOR SPDR TRUST (THE) 4,230674.7K $1.15 %
Schwab High Yield Bond ETF 24,070632.8K $1.08 %
iShares iBoxx USD Investment Grade Corporate Bond ETF 5,790630.2K $1.07 %
Select Sector Spdr Trust 10,400620.4K $1.06 %
SIMPLIFY EXCHANGE TRADED FUNDS 23,940615.5K $1.05 %
Schwab International Equity ETF 17,330460.3K $0.78 %
iShares J.P. Morgan USD Emerging Markets Bond ETF 4,480429.2K $0.73 %
Vanguard Small-Cap ETF 1,480420.9K $0.72 %
ProShares Trust 3,780409.8K $0.70 %
State Street Utilities Select Sector SPDR ETF 8,450395.9K $0.67 %
Schwab US TIPS ETF 11,790316.8K $0.54 %
Select Sector Spdr Trust 4,200218.9K $0.37 %
Select Sector Spdr Trust 4,820214K $0.36 %
VANGUARD ENERGY ETF VANGUARD ENERGY ETF 1,260213.7K $0.36 %
FRANKLIN TEMPLETON ETF TRUST 5,370207.4K $0.35 %
Franklin FTSE Japan ETF 5,360204.1K $0.35 %
Grayscale Bitcoin Mini Trust E 5,970201.8K $0.34 %
Select Sector Spdr Trust 1,680198.8K $0.34 %
SELECT SECTOR SPDR TRUST (THE) 1,620188.7K $0.32 %
Select Sector Spdr Trust 960167.6K $0.29 %
State Street Health Care Select Sector SPDR ETF 1,090159.1K $0.27 %
iShares Core U.S. REIT ETF 1,860120.1K $0.20 %
SPDR Series Trust 1,160106.3K $0.18 %
Select Sector Spdr Trust 1,230103.7K $0.18 %
State Street Materials Select Sector SPDR ETF 74038.1K $0.06 %
Lord Abbett Develo 1004K $0.01 %
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) 1003.5K $0.01 %
WASATCH FUNDS TRUST 1001.5K $0.00 %