DOSSIER · 13F-HR · Q1 2025

Spectrum Wealth Counsel, LLC

Spectrum Wealth Counsel's family office based in San Francisco, CA $833M in tracked AUM across 368 positions as of Q1 2025.

SW
Spectrum Wealth Counsel·San Francisco, CA·Family Office
CIK 0002011274 · last filed Mar 31, 2025
Total AUM
$833M
2.8%
vs prior
Holdings
368
positions
Whale Score
41
41
tracked
Activity
no data
changes this Q
Top sector
Financials
29% weight
concentration
AI Analysis · Q1 2025 · 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

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