Spectrum Planning & Advisory Services Inc. - Portfolio Stock Holdings
Spectrum Planning & Advisory Services Inc. disclosed 133 stock positions in a recent SEC 13F filing. $223,494,250 of stock holdings were filed, with the largest holdings including SPYM, BIL, and SGOV. This filing represented positions held on June 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:
June 30, 2026No. of Stocks:
133Est. Stock Holding Value:
$223,494,250Top Stock Holdings By Sector
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Portfolio Stock Holdings - Spectrum Planning & Advisory Services Inc.
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