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 Planning & Advisory Services Inc. (CIK 1725394) reported $202.1M across 113 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BIL ($14.3M, 7.07%), SGOV ($12.3M, 6.10%), JPST ($11.1M, 5.50%), IVW ($7.9M, 3.92%), DYNF ($7.7M, 3.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | $14.3M | 7.07% | 155,958 | Trimmed |
| 2 | SGOV | ISHARES TR | $12.3M | 6.10% | 122,479 | Trimmed |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $11.1M | 5.50% | 219,764 | Trimmed |
| 4 | IVW | ISHARES TR | $7.9M | 3.92% | 69,972 | Added |
| 5 | DYNF | BLACKROCK ETF TRUST | $7.7M | 3.80% | 131,958 | Trimmed |
| 6 | CORO | BLACKROCK ETF TRUST | $7.6M | 3.76% | 236,349 | New |
| 7 | DYNF | BLACKROCK ETF TRUST | $7.4M | 3.69% | 206,208 | New |
| 8 | VUSB | VANGUARD BD INDEX FDS | $7.1M | 3.50% | 142,021 | New |
| 9 | MINT | PIMCO ETF TR | $5.9M | 2.94% | 59,113 | New |
| 10 | IEMG | ISHARES INC | $5.8M | 2.87% | 83,151 | Trimmed |
| 11 | SPLG | SPDR SERIES TRUST | $5.7M | 2.84% | 74,877 | Added |
| 12 | EFV | ISHARES TR | $5.4M | 2.66% | 72,321 | Trimmed |
| 13 | OEF | ISHARES TR | $5.2M | 2.56% | 16,251 | Trimmed |
| 14 | QUAL | ISHARES TR | $5.0M | 2.45% | 25,825 | Trimmed |
| 15 | BRTR | BLACKROCK ETF TRUST II | $4.8M | 2.40% | 96,518 | Trimmed |
| 16 | SPMO | INVESCO EXCH TRADED FD TR II | $3.8M | 1.87% | 33,715 | Added |
| 17 | SCHZ | SCHWAB STRATEGIC TR | $3.5M | 1.73% | 150,695 | Trimmed |
| 18 | BAI | BLACKROCK ETF TRUST | $3.4M | 1.70% | 104,177 | Added |
| 19 | GOVT | ISHARES TR | $3.3M | 1.64% | 144,555 | Added |
| 20 | VBIL | VANGUARD INSTL INDEX FD | $3.3M | 1.61% | 43,137 | Added |
| 21 | TLT | ISHARES TR | $3.1M | 1.52% | 35,400 | Added |
| 22 | WWD | WOODWARD INC | $3.0M | 1.49% | 8,418 | Hold |
| 23 | THRO | BLACKROCK ETF TRUST | $3.0M | 1.48% | 82,330 | Added |
| 24 | BINC | BLACKROCK ETF TRUST II | $2.9M | 1.44% | 55,874 | Trimmed |
| 25 | SPMB | SPDR SERIES TRUST | $2.9M | 1.42% | 128,424 | Added |
Source: SEC Form 13F filings · as of 2026-03-31