Spectrum Planning & Advisory Services Inc.: 13F holdings
CIK 17253942026Q2
| Positions | 120 |
|---|
| Reported value | $223.5m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 120 (+6 vs prior quarter) |
|---|
| Reported value | $223.5m (+10.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 177,442 | $15.6m | 7.0% |
| BIL SPDR SERIES TRUST | 158,068 | $14.5m | 6.5% |
| SGOV ISHARES TR | 127,682 | $12.9m | 5.8% |
| JPST J P MORGAN EXCHANGE TRADED F | 221,477 | $11.2m | 5.0% |
| IWF ISHARES TR | 70,464 | $9.7m | 4.3% |
| CORO BLACKROCK ETF TRUST | 253,825 | $9.3m | 4.2% |
| DYNF BLACKROCK ETF TRUST | 134,007 | $9.1m | 4.1% |
| VUSB VANGUARD BD INDEX FDS | 179,021 | $8.9m | 4.0% |
| MINT PIMCO ETF TR | 76,633 | $7.7m | 3.5% |
| BLACKROCK ETF TRUST | 167,230 | $6.9m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1725394")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples