13F Insight
DOSSIER · 13F-HR · Q2 2026

Spectrum Investment Advisors, Inc.

$245M in tracked AUM across 76 positions as of Q2 2026.

SI
CIK 0001856042 · last filed Jun 30, 2026
Total AUM
$245M
as of Q2 2026
Holdings
76
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Spectrum Investment Advisors, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$32M620K13.1%02
FELG
FIDELITY COVINGTON TRUST
$28M637K11.4%03
DFAI
DIMENSIONAL ETF TRUST
$24M580K9.8%04
VOO
VANGUARD INDEX FDS
$23M33K9.3%05
IXUS
ISHARES TR
$19M202K7.9%06
GOVI
INVESCO EXCH TRADED FD TR II
$15M557K6.2%07
PMBS
PIMCO ETF TR
$12M251K5.1%08
VBR
VANGUARD INDEX FDS
$11M47K4.7%09
DFAE
DIMENSIONAL ETF TRUST
$10M259K4.3%10
CGBL
CAPITAL GROUP CORE BALANCED
$8M209K3.2%

Filing history

2026Q2Jun 30
$245M▲ 21.5%
76 positionsView →2026Q1Mar 31
$201M▲ 0.9%
46 positionsView →2025Q4Dec 31
$200M▲ 8.0%
51 positionsView →2025Q3Sep 30
$185M▲ 7.1%
30 positionsView →2025Q2Jun 30
$172M▲ 11.3%
24 positionsLocked2025Q1Mar 31
$155M▲ 3.4%
25 positionsLocked2024Q4Dec 31
$150M▲ 2.7%
27 positionsLocked2024Q3Sep 30
$146M▲ 6.7%
27 positionsLocked2024Q2Jun 30
$137M▲ 0.9%
25 positionsLocked2024Q1Mar 31
$135M▲ 7.4%
34 positionsLocked2023Q4Dec 31
$126M—
33 positionsLocked