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Portfolio (Quarterly) Guide ↗

Spectrum Planning & Advisory Services Inc.

· CIK 0001725394
13F Portfolio $223M AUM 120 positions Filed Jul 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 37 Added 53 Reduced 12 Exited
Page 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IAU ISHARES GOLD TR Financial Services 14,573.0 $1.1M 0.49% +2K +16.2% $75.51 +10.4%
22 SPDW SPDR INDEX SHS FDS 21,454.0 $1.1M 0.48% +5K +29.8% $50.39 +3.8%
23 SPEM SPDR INDEX SHS FDS 13,761.0 $713K 0.32% +382.0 +2.9% $51.78 +3.1%
24 MBB ISHARES TR 7,091.0 $670K 0.30% +252.0 +3.7% $94.52 -1.9%
25 QQQ INVESCO QQQ TR Financial Services 821.0 $605K 0.27% +85.0 +11.6% $736.52 -2.4%
26 EAGG ISHARES TR 10,544.0 $500K 0.22% +2K +22.5% $47.41 -2.0%
27 TSLA TESLA INC Consumer Cyclical 1,172.0 $493K 0.22% +20.0 +1.7% $420.60 -15.8%
28 ICSH ISHARES TR 9,472.0 $479K 0.21% +4K +72.9% $50.58 -0.3%
29 SPY STATE STR SPDR S&P 500 ETF T Financial Services 615.0 $460K 0.21% +87.0 +16.5% $747.18 +3.1%
30 ESGU ISHARES TR 2,701.0 $442K 0.20% +446.0 +19.8% $163.66 +3.1%
31 TFLO ISHARES TR 8,041.0 $407K 0.18% +3K +52.3% $50.63 -0.2%
32 GOOG ALPHABET INC 1,077.0 $380K 0.17% +171.0 +18.9% $353.27
33 CLOA BLACKROCK ETF TRUST II 7,291.0 $378K 0.17% +2K +44.1% $51.91 -0.1%
34 MGK VANGUARD WORLD FD 4,217.0 $371K 0.17% +3K +397.3% $87.91 +2.6%
35 SYSB ISHARES TR 3,901.0 $346K 0.15% +583.0 +17.6% $88.72 -2.1%
36 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,835.0 $327K 0.15% +2K +2413.7% $178.29 +8.4%
37 IVV ISHARES TR 352.0 $264K 0.12% +39.0 +12.5% $748.98 +3.3%
Page 2 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.3%
Technology 20.5%
Industrials 19.9%
Consumer Cyclical 16.8%
Healthcare 10.7%
Communication Services 2.8%
Consumer Defensive 1.5%
Basic Materials 0.9%
Utilities 0.8%
Energy 0.8%