AI Analysis · Q4 2025 · Q4 2025
Portfolio Overview
Spectrum Wealth Advisory Group, LLC manages a portfolio with a total value of $195.26 million as of the reporting period ended September 30, 2025. The firm currently holds 43 positions, reflecting a focused investment strategy. The portfolio experienced a decrease in value of 9.2% (down from $214.95 million in the previous quarter), a contraction likely driven by a combination of market performance and significant asset reallocation.
The portfolio is heavily structured a...
Quarter at a glance — Q4 2025
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q4 2025.
Filing history
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