DOSSIER · 13F-HR · Q2 2026
Spectrum Wealth Advisory Group, LLC
$351M in tracked AUM across 543 positions as of Q2 2026.
SW
CIK 0001776821 · last filed Jun 30, 2026
AI Analysis · Q2 2026
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...
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology
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.
Filing history
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