account_balance
Investment manager · 13F filer · SEC CIK 1725394
Spectrum Planning & Advisory Services Inc.
Reported value$236Mas of Sep 30, 2026
Positions138 22 new, 4 sold out
Top 10 weight38.8%SPYM alone is 7%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
6.9%Added +3%
SGOViShares Tr
5.6%Added +4%
IVWiShares Tr
4.3%
COROBlackRock ETF Trust
4.0%
DYNFBlackRock ETF Trust
3.9%
BLCVBlackRock ETF Trust
2.9%
VUSBVanguard Bd Index FDS
2.9%Trimmed −22%
JPSTJ P Morgan Exchange Traded F
2.8%Trimmed −41%
USFRWisdomtree Tr
2.7%New
GOVTiShares Tr
2.7%Added +18%
BILSPDR Series Trust
2.6%−57%
MINTPimco ETF Tr
2.4%−27%
SPYMSPDR Series Trust
6.9%Added +3%
SGOViShares Tr
5.6%Added +4%
IVWiShares Tr
4.3%
COROBlackRock ETF Trust
4.0%
DYNFBlackRock ETF Trust
3.9%
BLCVBlackRock ETF Trust
2.9%
VUSBVanguard Bd Index FDS
2.9%
JPSTJ P Morgan Exchange Traded F
2.8%
USFRWisdomtree Tr
2.7%
GOVT2.7%
BIL2.6%
MINT
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 6.9% Added +3%
SGOV iShares Tr 5.6% Added +4%
IVW iShares Tr 4.3% Held
CORO BlackRock ETF Trust 4.0% Held
DYNF BlackRock ETF Trust 3.9% Held
BLCV BlackRock ETF Trust 2.9% Held
VUSB Vanguard Bd Index FDS 2.9% Trimmed −22%
JPST J P Morgan Exchange Traded F 2.8% Trimmed −41%
USFR Wisdomtree Tr 2.7% New
GOVT iShares Tr 2.7% Added +18%
BIL SPDR Series Trust 2.6% Trimmed −57%
MINT Pimco ETF Tr 2.4% Trimmed −27%
What changed
Biggest moves since Jun 30, 2026
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