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Spectrum Advisors, Inc.

Holdings as of 2026-03-31, filed 2026-09-11

This is history, not a current position. These holdings describe 2026-03-31, and the report became public 164 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
50
Value reported by manager
$126.6M
Sum of our stored positions
$126.6M
should match the line above
Disclosure lag
164 d
quarter end to filing
Top 5 concentration
52.7%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

50 largest shown
IssuerClassValueSharesTypeCUSIP
SPDR SERIES TRUSTSTATE STREET SPD$26.6M347,425—78464A854
GLOBAL X FDS1-3 MONTH T-BILL$12.9M128,506—37960A438
DIMENSIONAL ETF TRUSTINTL CORE EQT MK$11.5M294,832—25434V203
PIMCO ETF TRACTIVE BD ETF$8.3M90,021—72201R775
SPDR SERIES TRUSTSTATE STREET SPD$7.5M126,598—78464A847
SPDR SERIES TRUSTSTATE STREET SPD$5.9M231,002—78464A649
AMERICAN CENTY ETF TRAVANTIS EMGMKT$4.5M55,522—025072604
SPDR SERIES TRUSTSTATE STREET SPD$3.6M37,006—78464A409
DIMENSIONAL ETF TRUSTDIMENSIONAL INTE$3.6M68,938—25434V575
PIMCO ETF TRMULTISECTOR BD$3.6M135,681—72201R585
CAPITOL SER TRSTERLING CAP ENH$3.3M132,422—14064D444
DIMENSIONAL ETF TRUSTUS SMALL CAP ETF$3.1M44,050—25434V500
ISHARES TRRUS TP200 GR ETF$2.8M11,152—464289438
BONDBLOXX ETF TRUSTBLOOMBERG ONE YR$2.7M55,360—09789C861
JANUS DETROIT STR TRHENDRSN SHRT ETF$2.6M53,144—47103U886
SPDR SERIES TRUSTSTATE STREET SPD$2.5M43,897—78464A508
AMERICAN CENTY ETF TRAVANTIS CORE FI$2.1M51,558—025072562
ISHARES TRCORE S&P500 ETF$1.8M2,685—464287200
ISHARES TRRUS TP200 VL ETF$1.5M15,658—464289420
JANUS DETROIT STR TRHENDRSON AAA CL$1.3M26,763—47103U845
NVIDIA CORPORATIONCOM$1.2M6,634—67066G104
APPLE INCCOM$1.1M4,162—037833100
BERKSHIRE HATHAWAY INC DELCL B NEW$1M2,176—084670702
INVESCO QQQ TRUNIT SER 1$871K1,509—46090E103
SPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR$777.9K21,950—85207H104
BERKSHIRE HATHAWAY INC DELCL A$718.1K1—084670108
ISHARES TRRUS MDCP VAL ETF$657.1K4,509—464287473
ISHARES TREAFE VALUE ETF$617.8K8,309—464288877
STATE STR SPDR S&P 500 ETF TTR UNIT$608.7K936—78462F103
ISHARES TREAFE GRWTH ETF$561.7K5,043—464288885
MICROSOFT CORPCOM$500.5K1,352—594918104
UNION PAC CORPCOM$490.1K2,020—907818108
DIMENSIONAL ETF TRUSTUS CORE EQT MKT$468.1K10,374—25434V104
FIRST TR EXCHANGE-TRADED FDVEST LADDERED$446.3K21,897—33733E690
ISHARES INCCORE MSCI EMKT$408.2K5,853—46434G103
INNOVATOR ETFS TRUSTEQUITY DEFINED P$372.8K14,283—45784N726
NEOS ETF TRUSTNEOS S&P 500 HI$372.6K7,548—78433H303
INNOVATOR ETFS TRUSTEQUITY DEFINED P$369.1K12,697—45783Y251
INNOVATOR ETFS TRUSTEQUITY 1YR JANUA$368.2K13,507—45784N817
INNOVATOR ETFS TRUSTEQUITY DEFIN 1YR$366.4K13,700—45784N700
VANGUARD SCOTTSDALE FDSVNG RUS2000IDX$321.6K3,211—92206C664
WALMART INCCOM$319K2,566—931142103
SCHWAB STRATEGIC TRUS DIVIDEND EQ$308.8K10,065—808524797
GLOBAL X FDSGLOBAL X SILVER$297.7K3,305—37954Y848
NORFOLK SOUTHN CORPCOM$287K1,000—655844108
COSTCO WHOLESALE CORPORATIONCOM$283K284—22160K105
PEPSICO INCCOM$272.7K1,756—713448108
EXXON MOBIL CORPCOM$269.6K1,589—30231G102
JABIL INCCOM$263.8K993—466313103
NIOCORP DEVS LTDCOM NEW$46.8K10,500—654484609
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-09-11

Spectrum Advisors, Inc. — 50 positions reported for 2026Q1 — Tapewire