SFI Advisors, LLC has filed its 13F-HR report, revealing a total of approximately $121.5 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and positions in various sectors.

The 13F filings are essential for understanding the investment landscape, as they require institutional investment managers to disclose their equity holdings. SFI Advisors' latest report reflects its ongoing commitment to transparency and regulatory compliance in the asset management industry.

Background

SFI Advisors, LLC, based in Montclair, New Jersey, is a registered investment advisor. The firm primarily focuses on managing assets for institutional clients. The company was incorporated in New Jersey and has been active in the asset management sector, as evidenced by its recent filings. The firm has submitted several 13F-HR forms in the past, indicating a consistent reporting practice.

What the Filing Says

The latest 13F-HR filing, accession number 0001172661-26-004783, indicates that SFI Advisors holds a total of 65 positions across various sectors. The firm has disclosed its investment discretion as “SOLE” for all reported holdings, which means it has full control over the investment decisions related to these assets.

Impact

This filing may affect various stakeholders, including clients, competitors, and analysts monitoring the asset management industry. Clients can gain insights into the firm’s investment strategies and sector allocations, while competitors may analyze SFI Advisors’ positions to adjust their strategies accordingly.

What's Next

The filing does not say what happens next, but it is expected that SFI Advisors will continue to provide updates in future 13F filings, reflecting any changes in their investment strategy or asset management approach.