DOSSIER · 13F-HR · Q1 2025

Spectrum Wealth Counsel, LLC

$833M in tracked AUM across 368 positions as of Q1 2025.

SW
CIK 0002011274 · last filed Mar 31, 2025
Total AUM
$833M
as of Q1 2025
Holdings
368
positions
Whale Score
41
41
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2025

Spectrum Wealth Counsel, LLC filed its latest 13F-HR for Q1 2025. See the latest holdings and position changes below.

Quarter at a glance — Q1 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2025.

#HoldingValueSharesWeight
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Filing history

2025Q1Mar 31
$833M 2.1%
368 positionsLocked
2024Q4Dec 31
$851M 0.5%
362 positionsLocked
2024Q3Sep 30
$847M 7.1%
385 positionsLocked
2024Q2Jun 30
$790M 3.3%
418 positionsLocked
2024Q1Mar 31
$817M 13.2%
419 positionsLocked
2023Q4Dec 31
$722M
393 positionsLocked