PSI Advisors, LLC

CIK: 0001779040Latest portfolio: $398.1M · Q4 2025

Holdings

123

Total Value

$398.1M

New Positions

10

Closed Positions

23

#StockSharesValue% PortfolioChangeType
1
NDQINVESCO QQQ
81,183$49.9M12.52%+80K
2
SPYMSTATE STREET
604,159$48.5M12.17%+593K
3
JEPQJPMORGAN
496,715$28.9M7.25%+28K
4
KNGFIRST TRUST
430,836$21.2M5.32%+19K
5
BUFRFIRST TRUST
558,502$19.1M4.80%+22K
6
COWZPACER US
271,843$16.4M4.11%-10,553
7
DGROISHARES CORE
219,296$15.2M3.82%+971
8
SPMDSTATE STREET
185,953$10.8M2.70%+168K
9
SPTISTATE STREET
355,489$10.3M2.57%+22K
10
SDVYFIRST TRUST
250,663$9.7M2.43%+7K
11
AAPLAPPLE INC
29,572$8.0M2.02%-5,644
12
PSCPRINCIPAL US
134,848$7.8M1.96%+121K
13
CALFPACER U S
166,341$7.4M1.85%-8,011
14
IBTGISHARES IBONDS
312,794$7.2M1.80%+264K
15
SPYGSTATE STREET
63,842$6.8M1.71%+54K
16
TLTISHARES 20
70,913$6.2M1.55%+3K
17
LLYELI LILLY
5,524$5.9M1.49%+214
18
PREFPRINCIPAL SPECTRUM
286,819$5.5M1.37%+897
19
XMHQINVESCO S&P
48,733$5.0M1.25%-2,432
20
MOATVANECK MORNINGSTAR
44,599$4.6M1.16%+422
21
XLRESTATE STREET
107,033$4.3M1.08%-9,548
22
BILSTATE STREET
47,224$4.3M1.07%+4K
23
NVDANVIDIA CORP
20,543$3.8M0.96%+5K
24
QQQINEOS NASDAQ
68,777$3.7M0.93%+23K
25
ETENERGY TRANSFER
212,935$3.5M0.88%-308

Quarterly Changes

New Positions

Closed Positions

Increased Positions

NameSharesChange
SPYM604K+593K
SPMD186K+168K
NDQ81K+80K
SPYV45K+35K
IBMO132K+29K
JEPQ497K+28K
QQQI69K+23K
BUFR559K+22K
SPTI355K+22K
IBDR45K+21K

Decreased Positions

NameSharesChange
XMHQ450-50715
COWZ272K-10553
XLRE107K-9548
CALF166K-8011
PFE14K-7500
AAPL30K-5644
AMD4K-3092
XMHQ49K-2432
WHR6K-1504
CIEN5K-1250

Sector Breakdown

Financial Services0.0% ($4.845228863211722e+232T)
Technology0.0% ($8.036383130701186e+49T)
Consumer Cyclical0.0% ($21731604121068840.0T)
Unknown0.0% ($498641206541498.4T)
Energy0.0% ($351112711168737.6T)
Healthcare0.0% ($593386143937.2T)
Industrials0.0% ($12121176903.3T)
Communication Services0.0% ($21961105.5T)
Consumer Defensive0.0% ($1.5T)
Utilities0.0% ($454.3M)
Real Estate0.0% ($500K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 9, 2026$398.1M275
Q3 2025Nov 12, 2025$388.2B273
Q2 2025Aug 12, 2025$203.7B181
Q1 2025Apr 21, 2025$307.4B900

Fund Information

CIK0001779040
Most Recent FilingFeb 9, 2026
Number of Filings4

PSI Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $398.1M across 123 holdings. The largest position is INVESCO QQQ (NDQ), representing 12.5% of the portfolio. Compared to the previous quarter, the fund opened 10 new positions and closed 25 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.