account_balance

Investment manager · 13F filer · SEC CIK 2153446

Spectrum Advisors, Inc.

Reported value$143Mas of Sep 30, 2026
Positions53 2 new, 4 sold out
Top 10 weight62.7%SPYM alone is 14%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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 14.2% Trimmed −35%
DFAI Dimensional ETF Trust 9.9% Added +8%
CLIP Global X FDS 8.9% Added +2%
SPMD SPDR Series Trust 6.4% Added +7%
BOND Pimco ETF Tr 5.9% Added +10%
SPYG SPDR Series Trust 3.9% Added +15%
AVEM American Centy ETF Tr 3.6% Held
SPAB SPDR Series Trust 3.6% Trimmed −8%
SPYV SPDR Series Trust 3.6% Added +17%
ZOCT Innovator Etfs Trust 2.7% Added +467%
ZJAN Innovator Etfs Trust 2.7% Added +467%
ZAPR Innovator Etfs Trust 2.7% Added +466%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Oct 7, 2026 filing
add_circleNew
  • DGCB $388K
  • XOM $321K
arrow_upwardAdded
  • ZJAN +467%
  • ZOCT +467%
  • ZJUL +467%
  • ZAPR +466%
arrow_downwardTrimmed
  • SPYM −35%
  • DFGX −34%
  • SPY −28%
  • VTWO −16%
remove_circleSold out
  • DFAS $3.87M
  • IWP $246K
  • ONEZ $205K
  • NVS $202K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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