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

Spectrum Planning & Advisory Services Inc.

$223M in tracked AUM across 120 positions as of Q2 2026.

SP
CIK 0001725394 · last filed Jun 30, 2026
Total AUM
$223M
as of Q2 2026
Holdings
120
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Spectrum Planning & Advisory Services 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
SPYM
SPDR SERIES TRUST
$16M177K7.0%02
BIL
SPDR SERIES TRUST
$14M158K6.5%03
SGOV
ISHARES TR
$13M128K5.8%04
JPST
J P MORGAN EXCHANGE TRADED F
$11M221K5.0%05
IVW
ISHARES TR
$10M70K4.3%06
CORO
BLACKROCK ETF TRUST
$9M254K4.2%07
DYNF
BLACKROCK ETF TRUST
$9M134K4.1%08
VUSB
VANGUARD BD INDEX FDS
$9M179K4.0%09
MINT
PIMCO ETF TR
$8M77K3.5%10
BLCV
BLACKROCK ETF TRUST
$7M167K3.1%

Filing history

2026Q2Jun 30
$223M▲ 10.6%
120 positionsView →2026Q1Mar 31
$202M▲ 3.9%
114 positionsView →2025Q4Dec 31
$194M▲ 9.7%
113 positionsView →2025Q3Sep 30
$177M▲ 14.6%
105 positionsView →2025Q2Jun 30
$155M▲ 28.7%
95 positionsLocked2025Q1Mar 31
$120M▲ 4.2%
64 positionsLocked2024Q4Dec 31
$115M▲ 10.8%
61 positionsLocked2024Q3Sep 30
$104M▲ 0.4%
56 positionsLocked2024Q2Jun 30
$104M▲ 46.8%
54 positionsLocked2023Q4Dec 31
$71M▲ 11.3%
50 positionsLocked2023Q3Sep 30
$63M▼ 5.0%
44 positionsLocked2023Q2Jun 30
$67M▲ 8.4%
41 positionsLocked
Showing 12 of 22