DOSSIER · 13F-HR · Q1 2026

Spectrum Investment Advisors, Inc.

$201M in tracked AUM across 46 positions as of Q1 2026.

SI
CIK 0001856042 · last filed Mar 31, 2026
Total AUM
$201M
as of Q1 2026
Holdings
46
positions
Whale Score
63
63
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Spectrum Investment Advisors, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAU
DIMENSIONAL ETF TRUST
$29M646K14.5%
02
FELG
FIDELITY COVINGTON TRUST
$25M671K12.5%
03
DFAI
DIMENSIONAL ETF TRUST
$22M574K11.1%
04
VOO
VANGUARD INDEX FDS
$21M35K10.4%
05
IXUS
ISHARES TR
$18M211K9.1%
06
GOVI
INVESCO EXCH TRADED FD TR II
$13M483K6.5%
07
MBB
ISHARES TR
$13M135K6.3%
08
VBR
VANGUARD INDEX FDS
$10M47K5.1%
09
DFAE
DIMENSIONAL ETF TRUST
$10M293K4.9%
10
VO
VANGUARD INDEX FDS
$6M21K3.0%

Filing history

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 positionsLocked
2025Q1Mar 31
$155M 3.4%
25 positionsLocked
2024Q4Dec 31
$150M 2.7%
27 positionsLocked
2024Q3Sep 30
$146M 6.7%
27 positionsLocked
2024Q2Jun 30
$137M 0.9%
25 positionsLocked
2024Q1Mar 31
$135M 7.4%
34 positionsLocked
2023Q4Dec 31
$126M
33 positionsLocked