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 Wealth Advisory Group, LLC (CIK 1776821) reported $268.9M across 58 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: RDVY ($36.3M, 13.51%), JQUA ($32.8M, 12.18%), RECS ($32.3M, 12.02%), QQQM ($24.3M, 9.04%), FLXR ($16.7M, 6.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RDVY | FIRST TRUST | $36.3M | 13.51% | 532,040 | Trimmed |
| 2 | JQUA | JPMORGAN US | $32.8M | 12.18% | 534,396 | Added |
| 3 | RECS | COLUMBIA RESEARCH | $32.3M | 12.02% | 829,116 | Added |
| 4 | QQQM | INVESCO NASDAQ | $24.3M | 9.04% | 102,308 | Added |
| 5 | FLXR | TCW FLEXIBLE | $16.7M | 6.21% | 425,095 | Added |
| 6 | QQQ | INVESCO QQQ | $14.7M | 5.46% | 25,454 | Trimmed |
| 7 | JHMD | JOHN HANCOCK | $11.9M | 4.41% | 279,863 | Added |
| 8 | MFSI | MFS ACTIVE | $11.3M | 4.20% | 379,635 | Added |
| 9 | AAPL | APPLE INC | $8.1M | 3.00% | 31,762 | Added |
| 10 | CWB | STATE STREET | $7.8M | 2.91% | 85,625 | Added |
| 11 | IUSG | ISHARES S&P | $7.1M | 2.63% | 45,645 | Trimmed |
| 12 | XMHQ | INVESCO S&P | $5.9M | 2.18% | 56,761 | Trimmed |
| 13 | DGS | WISDOMTREE EMERGING | $5.3M | 1.98% | 88,536 | Trimmed |
| 14 | JPIB | JPMORGAN | $4.4M | 1.63% | 91,892 | Added |
| 15 | SDVY | FIRST TRUST | $4.0M | 1.49% | 101,927 | Trimmed |
| 16 | PHYL | PGIM ACTIVE | $3.8M | 1.42% | 110,177 | New |
| 17 | XMMO | INVESCO S&P | $3.0M | 1.13% | 20,951 | Trimmed |
| 18 | SPY | STATE STREET | $3.0M | 1.11% | 4,583 | Added |
| 19 | SPLB | STATE STREET | $2.9M | 1.07% | 129,706 | Trimmed |
| 20 | CIBR | FIRST TRUST | $2.5M | 0.92% | 39,303 | Trimmed |
| 21 | UCON | FIRST TRUST | $2.3M | 0.86% | 93,349 | Trimmed |
| 22 | AMZN | AMAZON COM | $1.9M | 0.71% | 9,120 | Added |
| 23 | GOOGL | ALPHABET INC | $1.8M | 0.67% | 6,290 | Added |
| 24 | FPX | FIRST TRUST | $1.8M | 0.67% | 11,372 | Trimmed |
| 25 | GOOG | ALPHABET INC | $1.7M | 0.62% | 5,848 | Added |
Source: SEC Form 13F filings · as of 2026-03-31