Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Spectrum Investment Advisors, Inc. (CIK 1856042) reported $201.3M across 46 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($29.2M, 14.49%), FELG ($25.1M, 12.50%), DFAI ($22.4M, 11.12%), VOO ($21.0M, 10.43%), IXUS ($18.3M, 9.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $29.2M | 14.49% | 646,425 | Added |
| 2 | FELG | FIDELITY COVINGTON TRUST | $25.1M | 12.50% | 670,802 | Added |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $22.4M | 11.12% | 574,320 | Added |
| 4 | VOO | VANGUARD INDEX FDS | $21.0M | 10.43% | 35,134 | Added |
| 5 | IXUS | ISHARES TR | $18.3M | 9.07% | 210,797 | Added |
| 6 | GOVI | INVESCO EXCH TRADED FD TR II | $13.2M | 6.54% | 482,813 | Added |
| 7 | MBB | ISHARES TR | $12.8M | 6.35% | 134,513 | Added |
| 8 | VBR | VANGUARD INDEX FDS | $10.2M | 5.05% | 46,818 | Added |
| 9 | DFAE | DIMENSIONAL ETF TRUST | $9.9M | 4.93% | 293,208 | Added |
| 10 | VO | VANGUARD INDEX FDS | $6.0M | 3.00% | 21,019 | Added |
| 11 | FBND | FIDELITY MERRIMACK STR TR | $5.1M | 2.52% | 111,328 | Added |
| 12 | SMTH | ALPS ETF TR | $5.0M | 2.49% | 194,520 | Added |
| 13 | VONG | VANGUARD SCOTTSDALE FDS | $3.3M | 1.66% | 30,508 | Added |
| 14 | AAPL | APPLE INC | $2.4M | 1.22% | 9,637 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $2.0M | 0.98% | 11,317 | Added |
| 16 | ORCL | ORACLE CORP | $1.5M | 0.74% | 10,068 | Added |
| 17 | VOE | VANGUARD INDEX FDS | $1.2M | 0.57% | 6,248 | Added |
| 18 | FVAL | FIDELITY COVINGTON TRUST | $1.1M | 0.56% | 16,173 | Added |
| 19 | FIS | FIDELITY NATL INFORMATION SV | $982,624 | 0.49% | 20,947 | New |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $865,435 | 0.43% | 1,806 | Trimmed |
| 21 | MUB | ISHARES TR | $738,781 | 0.37% | 6,960 | Trimmed |
| 22 | ABBV | ABBVIE INC | $720,279 | 0.36% | 3,312 | Added |
| 23 | PEP | PEPSICO INC | $673,699 | 0.33% | 4,338 | Added |
| 24 | MSFT | MICROSOFT CORP | $633,826 | 0.31% | 1,712 | Trimmed |
| 25 | WEC | WEC ENERGY GROUP INC | $558,628 | 0.28% | 4,825 | Added |
Source: SEC Form 13F filings · as of 2026-03-31