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Spectrum Planning & Advisory Services Inc. 13F holdings

Filed 2026-07-14 · Spectrum Planning & Advisory Services Inc. · 120 positions · $223.5M

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TickerCompanySharesValue% of portfolio
SPYMSPDR SERIES TRUST177.4K$15.6M7.0%
BILSPDR SERIES TRUST158.1K$14.5M6.5%
SGOVISHARES TR127.7K$12.9M5.8%
JPSTJ P MORGAN EXCHANGE TRADED F221.5K$11.2M5.0%
IVWISHARES TR70.5K$9.7M4.3%
COROBLACKROCK ETF TRUST253.8K$9.3M4.2%
DYNFBLACKROCK ETF TRUST134.0K$9.1M4.1%
VUSBVANGUARD BD INDEX FDS179.0K$8.9M4.0%
MINTPIMCO ETF TR76.6K$7.7M3.5%
—BLACKROCK ETF TRUST167.2K$6.9M3.1%
OEFISHARES TR16.0K$5.9M2.6%
GOVTISHARES TR246.2K$5.6M2.5%
BRTRBLACKROCK ETF TRUST II101.4K$5.1M2.3%
BAIBLACKROCK ETF TRUST84.8K$4.5M2.0%
ACWIISHARES INC50.6K$4.2M1.9%
SPMOINVESCO EXCH TRADED FD TR II23.8K$3.8M1.7%
WWDWOODWARD INC8.3K$3.5M1.6%
VBILVANGUARD INSTL INDEX FD46.0K$3.5M1.6%
SCHZSCHWAB STRATEGIC TR148.0K$3.4M1.5%
IALTBLACKROCK ETF TRUST115.3K$3.2M1.4%
SPMBSPDR SERIES TRUST142.9K$3.2M1.4%
ICVTISHARES TR25.6K$3.1M1.4%
BLCRBLACKROCK ETF TRUST57.3K$2.9M1.3%
AMZNAMAZON COM INC12.0K$2.9M1.3%
SHLDGLOBAL X FDS47.6K$2.8M1.3%
BINCBLACKROCK ETF TRUST II52.6K$2.8M1.2%
THROBLACKROCK ETF TRUST61.3K$2.6M1.2%
BRK-BBERKSHIRE HATHAWAY INC DEL5.1K$2.5M1.1%
MSFTMICROSOFT CORP6.2K$2.3M1.0%
EFVISHARES TR29.6K$2.3M1.0%
BNDXVANGUARD CHARLOTTE FDS46.7K$2.3M1.0%
TLHISHARES TR17.3K$1.7M0.8%
TLTISHARES TR18.5K$1.6M0.7%
QUALISHARES TR7.0K$1.5M0.7%
IUSBISHARES TR31.5K$1.5M0.7%
AAPLAPPLE INC4.8K$1.4M0.6%
EFGISHARES TR11.1K$1.4M0.6%
XLSRSSGA ACTIVE TR20.3K$1.3M0.6%
VOOVANGUARD INDEX FDS1.9K$1.3M0.6%
NVDANVIDIA CORPORATION5.8K$1.2M0.5%
IAUISHARES GOLD TR14.6K$1.1M0.5%
SPDWSPDR INDEX SHS FDS21.5K$1.1M0.5%
EMXCISHARES INC10.1K$1.0M0.5%
ALNYALNYLAM PHARMACEUTICALS INC3.4K$1.0M0.5%
IVEISHARES TR4.3K$965,9410.4%
IDVISHARES TR21.7K$900,9170.4%
—CARNIVAL CORP LTD28.1K$803,5100.4%
IYWISHARES TR2.9K$734,6090.3%
SPEMSPDR INDEX SHS FDS13.8K$712,5370.3%
AALAMERICAN AIRLINES GROUP INC39.0K$703,8450.3%
MBBISHARES TR7.1K$670,2160.3%
XTENBONDBLOXX ETF TRUST13.5K$615,0980.3%
QQQINVESCO QQQ TR821$604,6870.3%
GLDMWORLD GOLD TR6.9K$547,0450.2%
XLGINVESCO EXCHANGE TRADED FD T8.9K$544,0330.2%
LCTUBLACKROCK ETF TRUST6.7K$535,3080.2%
GSGOLDMAN SACHS GROUP INC522$527,5020.2%
EAGGISHARES TR10.5K$499,8910.2%
TSLATESLA INC1.2K$492,9430.2%
ICSHISHARES TR9.5K$479,0790.2%
Top Fund Holdings
13F
Top Fund Holdings

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