Spectrum Planning & Advisory Services Inc. - Portfolio Stock Holdings
Spectrum Planning & Advisory Services Inc. disclosed 142 stock positions in a recent SEC 13F filing. $233,462,949 of stock holdings were filed, with the largest holdings including SPYM, SGOV, and IVW. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $235,695,335 and has 8 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
142Est. Stock Holding Value:
$233,462,949Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Spectrum Planning & Advisory Services Inc.
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...