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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 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPMD SPDR SERIES TRUST 4,508.0 $305K 0.14% -76.0 -1.7% $67.56 -1.6%
42 SIVR ABRDN SILVER ETF TRUST Financial Services 5,308.0 $298K 0.13% -51.0 -0.9% $56.22 +11.9%
43 USXF ISHARES TR 4,200.0 $292K 0.13% -3K -38.4% $69.45 -1.5%
44 GOOGL ALPHABET INC Communication Services 814.0 $291K 0.13% -75.0 -8.4% $357.28 -5.3%
45 HD HOME DEPOT INC Consumer Cyclical 784.0 $276K 0.12% -516.0 -39.7% $352.53 -8.9%
46 CSHP BLACKROCK ETF TRUST 2,621.0 $261K 0.12% -1K -28.5% $99.62 -0.3%
47 JPM JPMORGAN CHASE & CO Financial Services 789.0 $258K 0.12% -401.0 -33.7% $327.50 +9.5%
48 AXP AMERICAN EXPRESS CO Financial Services 754.0 $255K 0.11% -368.0 -32.8% $338.12 -3.5%
49 SHW SHERWIN WILLIAMS CO Basic Materials 667.0 $230K 0.10% -374.0 -35.9% $344.51 -3.1%
50 IBM INTERNATIONAL BUSINESS MACHS Technology 773.0 $217K 0.10% -266.0 -25.6% $281.21 -16.5%
51 TRV TRAVELERS COMPANIES INC Financial Services 636.0 $210K 0.09% -435.0 -40.6% $329.99 +11.9%
52 MCD MCDONALDS CORP Consumer Cyclical 773.0 $209K 0.09% -458.0 -37.2% $270.17 -5.4%
53 AMGN AMGEN INC Healthcare 558.0 $202K 0.09% -358.0 -39.1% $362.38 +20.7%
Page 3 of 3  ·  53 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%