Spectrum Investment Advisors, Inc.: 13F holdings
CIK 18560422026Q2
| Positions | 76 |
|---|
| Reported value | $244.6m |
|---|
| Filed | 2026-07-30 |
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Change since last quarter
| Positions | 76 (+30 vs prior quarter) |
|---|
| Reported value | $244.6m (+21.5%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PAVE DIMENSIONAL ETF TRUST | 620,035 | $32.0m | 13.1% |
| FELG FIDELITY COVINGTON TRUST | 637,144 | $27.9m | 11.4% |
| DFAI DIMENSIONAL ETF TRUST | 580,123 | $23.9m | 9.8% |
| VOO VANGUARD INDEX FDS | 33,019 | $22.7m | 9.3% |
| EWJ ISHARES TR | 201,581 | $19.2m | 7.9% |
| GOVI INVESCO EXCH TRADED FD TR II | 556,899 | $15.1m | 6.2% |
| PMBS PIMCO ETF TR | 250,856 | $12.4m | 5.1% |
| VBR VANGUARD INDEX FDS | 46,917 | $11.4m | 4.7% |
| DFAE DIMENSIONAL ETF TRUST | 258,619 | $10.4m | 4.3% |
| CGBL CAPITAL GROUP CORE BALANCED | 208,664 | $7.9m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1856042")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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