Spectrum Wealth Advisory Group, LLC - Portfolio Stock Holdings
Spectrum Wealth Advisory Group, LLC disclosed 540 stock positions in a recent SEC 13F filing. $353,982,121 of stock holdings were filed, with the largest holdings including QQQM, RECS, and FLCC. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $445,367,405 and has 5 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:
540Est. Stock Holding Value:
$353,982,121Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Spectrum Wealth Advisory Group, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...