Institutions / Spectrum Planning & Advisory Services Inc.
Spectrum Planning & Advisory Services Inc.
CIK 1725394 · Institution · as of Dec 31, 2025
Portfolio value
$194.41M
Positions
113
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 113 →
| Company | Value | % of portfolio |
|---|---|---|
| SPDR Series Trust | $15.09M | 7.8% |
| iShares Tr | $13.10M | 6.7% |
| J P Morgan Exchange Traded F | $12.79M | 6.6% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $9.31M | 4.8% |
| iShares Tr | $8.37M | 4.3% |
| iShares Inc | $8.17M | 4.2% |
| BlackRock ETF Trust | $7.98M | 4.1% |
| iShares Tr | $7.62M | 3.9% |
| iShares Tr | $5.77M | 3.0% |
| SPDR Series Trust | $5.76M | 3.0% |
| iShares MSCI UAE ETF | $5.25M | 2.7% |
| BlackRock ETF Trust II | $5.02M | 2.6% |
| Invesco Exch Traded Fd Tr II | $3.77M | 1.9% |
| Schwab Strategic Tr | $3.68M | 1.9% |
| BlackRock ETF Trust II | $3.40M | 1.8% |
| BlackRock ETF Trust | $3.27M | 1.7% |
| Microsoft Corp | $3.05M | 1.6% |
| BlackRock ETF Trust | $3.03M | 1.6% |
| BlackRock ETF Trust | $2.96M | 1.5% |
| iShares Tr | $2.87M | 1.5% |
| SPDR Series Trust | $2.76M | 1.4% |
| Amazon.com Inc | $2.65M | 1.4% |
| iShares Gold Tr | $2.55M | 1.3% |
| Woodward Inc | $2.54M | 1.3% |
| iShares MSCI UAE ETF | $2.31M | 1.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.