Spectrum Planning & Advisory Services Inc. — 13F holdings

Spectrum Planning & Advisory Services Inc. reported 120 holdings worth $223M in its 13F filing for Q2 2026, filed July 14, 2026.

Largest positions

  1. SPYM SPDR SERIES TRUST — $15.6M (7.0%)
  2. BIL SPDR SERIES TRUST — $14.5M (6.5%)
  3. SGOV ISHARES TR — $12.9M (5.8%)
  4. JPST J P MORGAN EXCHANGE TRADED F — $11.2M (5.0%)
  5. IVW ISHARES TR — $9.69M (4.3%)
  6. CORO BLACKROCK ETF TRUST — $9.29M (4.2%)
  7. DYNF BLACKROCK ETF TRUST — $9.11M (4.1%)
  8. VUSB VANGUARD BD INDEX FDS — $8.91M (4.0%)
  9. MINT PIMCO ETF TR — $7.73M (3.5%)
  10. BLCV BLACKROCK ETF TRUST — $6.91M (3.1%)