§ 13F · FUND PROFILE
Spectrum Planning & Advisory Services Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $155M (13F)Positions · 95Turnover · — · Q1Filed · Apr 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$33M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | 156K | $14M | 7.1% | −6% |
| 2 | SGOV | ISHARES TR | 122K | $12M | 6.1% | −6% |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 220K | $11M | 5.5% | −13% |
| 4 | IVW | ISHARES TR | 70K | $8M | 3.9% | +3% |
| 5 | DYNF | BLACKROCK ETF TRUST | 132K | $8M | 3.8% | −14% |
| 6 | CORO | BLACKROCK ETF TRUST | 236K | $8M | 3.8% | NEW |
| 7 | BLCV | BLACKROCK ETF TRUST | 206K | $7M | 3.7% | NEW |
| 8 | VUSB | VANGUARD BD INDEX FDS | 142K | $7M | 3.5% | NEW |
| 9 | MINT | PIMCO ETF TR | 59K | $6M | 2.9% | NEW |
| 10 | IEMG | ISHARES INC | 83K | $6M | 2.9% | −32% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SPECTRUM SIGNAL
AC read
Spectrum Planning & Advisory Services Inc. is a Other fund managing $155 million in assets. The fund runs a portfolio of 95 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed