Institutions / Spectrum Investment Advisors, Inc.
Spectrum Investment Advisors, Inc.
CIK 1856042 · Institution · as of Dec 31, 2025
Portfolio value
$199.54M
Positions
51
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 51 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $29.07M | 14.6% |
| Fidelity Covington Trust | $26.97M | 13.5% |
| Vanguard Index Fds | $21.49M | 10.8% |
| Dimensional ETF Trust | $21.20M | 10.6% |
| iShares MSCI UAE ETF | $17.25M | 8.6% |
| Invesco Bloomberg Enhanced Fallen Angels ETF | $12.51M | 6.3% |
| iShares Tr | $12.10M | 6.1% |
| Vanguard Index Fds | $9.54M | 4.8% |
| Dimensional ETF Trust | $9.39M | 4.7% |
| Vanguard Index Fds | $5.84M | 2.9% |
| Fidelity Merrimack Str Tr | $4.79M | 2.4% |
| Alps ETF Tr | $4.71M | 2.4% |
| Vanguard Scottsdale Fds | $3.48M | 1.7% |
| Apple Inc. | $2.37M | 1.2% |
| Oracle Corp | $1.96M | 1.0% |
| NVIDIA Corp | $1.79M | 0.9% |
| Fidelity Covington Trust | $1.10M | 0.6% |
| Vanguard Index Fds | $1.03M | 0.5% |
| Warren E. Buffett | $923.4K | 0.5% |
| iShares Tr | $919.5K | 0.5% |
| Microsoft Corp | $897.0K | 0.4% |
| AbbVie Inc. | $747.7K | 0.4% |
| Pioneer Power Solutions, Inc.PPSI | $650.4K | 0.3% |
| Pepsico Inc | $621.3K | 0.3% |
| Tesla Inc | $553.2K | 0.3% |
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.