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PSI Advisors Portfolio holdings

AUM $430M
1-Year Est. Return 23.45%
This Fund
S&P 500
This Quarter Est. Return
+13.92%
1 Year Est. Return
+23.45%
3 Year Est. Return
+58.24%
5 Year Est. Return
+63.19%
10 Year Est. Return
AUM
$430M
AUM Growth
+$12.9M
Cap. Flow
-$33.7M
Cap. Flow %
-7.83%
Top 10 Hldgs %
54.38%
Holding
174
New
18
Increased
62
Reduced
67
Closed
23

Sector Composition

Rank Sector Weight
1 Miscellaneous 83.87%
2 Technology 5.94%
3 Energy 2.12%
4 Healthcare 1.95%
5 Communication Services 1.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BA icon
101
Boeing
BA
$166B
$435K 0.1%
2,011
+954
+90% +$212K
SCHZ icon
102
Schwab US Aggregate Bond ETF
SCHZ
$10.6B
$413K 0.1%
17,854
+2,848
+19% +$65.9K
CSCO icon
103
Cisco
CSCO
$433B
$406K 0.09%
3,458
+227
+7% +$23.7K
SPSM icon
104
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$16.9B
$405K 0.09%
7,015
+1,883
+37% +$101K
EES icon
105
WisdomTree US SmallCap Earnings Fund
EES
$720M
$389K 0.09%
5,743
-150
-3% -$9.52K
NFLX icon
106
Netflix
NFLX
$340B
$383K 0.09%
5,361
+555
+12% +$48.9K
BRK.B icon
107
Berkshire Hathaway Class B
BRK.B
$1.08T
$381K 0.09%
+761
New +$366K
FVD icon
108
First Trust Value Line Dividend Fund
FVD
$8.26B
$364K 0.08%
7,550
-150
-2% -$7.15K
ADBE icon
109
Adobe
ADBE
$116B
$360K 0.08%
1,754
+54
+3% +$12.8K
GCOW icon
110
Pacer Global Cash Cows Dividend ETF
GCOW
$3.55B
$356K 0.08%
8,220
+3,341
+68% +$152K
IBMR icon
111
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$479M
$350K 0.08%
13,800
-10,000
-42% -$254K
LOW icon
112
Lowe's Companies
LOW
$117B
$336K 0.08%
1,522
+30
+2% +$6.81K
PFE icon
113
Pfizer
PFE
$159B
$327K 0.08%
13,564
-641
-5% -$16.8K
DUK icon
114
Duke Energy
DUK
$93.8B
$321K 0.07%
2,538
-45
-2% -$5.68K
TDIV icon
115
First Trust NASDAQ Technology Dividend Index Fund
TDIV
$4.39B
$318K 0.07%
2,768
-112
-4% -$12.4K
MTGP icon
116
WisdomTree Mortgage Plus Bond Fund
MTGP
$74M
$317K 0.07%
7,181
-1,691
-19% -$74.7K
VOO icon
117
Vanguard S&P 500 ETF
VOO
$1.03T
$314K 0.07%
+458
New +$305K
DYNF icon
118
BlackRock US Equity Factor Rotation ETF
DYNF
$41.2B
$314K 0.07%
4,610
+1,104
+31% +$71.8K
VTV icon
119
Vanguard Morningstar Value ETF
VTV
$192B
$309K 0.07%
1,417
-357
-20% -$74.5K
UPS icon
120
United Parcel Service
UPS
$89.6B
$307K 0.07%
+2,859
New +$297K
SBUX icon
121
Starbucks
SBUX
$123B
$302K 0.07%
2,957
TYG
122
Tortoise Energy Infrastructure Corp
TYG
$1.1B
$302K 0.07%
7,035
+2,047
+41% +$94K
AVGO icon
123
Broadcom
AVGO
$1.75T
$301K 0.07%
798
+30
+4% +$12K
PG icon
124
Procter & Gamble
PG
$334B
$277K 0.06%
1,888
+161
+9% +$23.4K
GOVT icon
125
iShares US Treasury Bond ETF
GOVT
$44.3B
$272K 0.06%
11,921
+1,600
+16% +$36.4K

Similar funds

PSI Advisors's Q2 2026 Portfolio in Review

As of Q2 2026, PSI Advisors held 174 positions worth $430M, up 3.1% from $418M the previous quarter. Its ten largest holdings account for 54% of the portfolio.

PSI Advisors withdrew a net $33.7M in Q2 2026, closing 23 positions and reducing 67 holdings. Its most notable exit was Atlanticus Holdings Corp Series B, an estimated $577K position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 84% of assets, down from 85% a quarter earlier, followed by Technology and Energy.

Against the trend, PSI Advisors opened a new position in FT Vest Rising Dividend Achievers Target Income ETF worth $1.54M.

  • PSI Advisors's largest Q2 2026 buy was FT Vest Rising Dividend Achievers Target Income ETF: 52,380 shares worth $1.54M.
  • PSI Advisors added most to NEOS S&P 500 High Income ETF in Q2 2026, an estimated $4.46M increase.
  • PSI Advisors's biggest Q2 2026 reduction was Invesco QQQ Trust, cutting an estimated $6.63M.
  • PSI Advisors fully exited Atlanticus Holdings Corp Series B in Q2 2026, selling an estimated $577K.
  • PSI Advisors's ten largest holdings make up 54% of its $430M portfolio in Q2 2026.
  • PSI Advisors opened 18 new positions and closed 23 in Q2 2026.
  • PSI Advisors's portfolio value rose 3.1% quarter-over-quarter to $430M.

Based on PSI Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.