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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 4 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GBTC GRAYSCALE BITCOIN TRUST ETF Financial Services 10,249.0 $467K 0.21% $45.52 +35.6%
62 V VISA INC Financial Services 1,342.0 $461K 0.21% -554.0 -29.2% $343.16 +9.3%
63 COMT ISHARES U S ETF TR 15,135.0 $460K 0.21% -1K -8.4% $30.37 +18.4%
64 SPY STATE STR SPDR S&P 500 ETF T Financial Services 615.0 $460K 0.21% +87.0 +16.5% $747.18 +3.1%
65 HEFA ISHARES TR 9,624.0 $452K 0.20% -5K -33.8% $46.93 +0.9%
66 OUNZ VANECK MERK GOLD ETF Financial Services 11,670.0 $450K 0.20% $38.59 +10.4%
67 ESGU ISHARES TR 2,701.0 $442K 0.20% +446.0 +19.8% $163.66 +3.1%
68 META META PLATFORMS INC Communication Services 784.0 $441K 0.20% -92.0 -10.5% $562.96 +9.6%
69 SPSM SPDR SERIES TRUST 7,271.0 $419K 0.19% -191.0 -2.6% $57.67 -2.0%
70 TFLO ISHARES TR 8,041.0 $407K 0.18% +3K +52.3% $50.63 -0.2%
71 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 408.0 $382K 0.17% $936.33 -2.2%
72 GOOG ALPHABET INC 1,077.0 $380K 0.17% +171.0 +18.9% $353.27
73 CLOA BLACKROCK ETF TRUST II 7,291.0 $378K 0.17% +2K +44.1% $51.91 -0.1%
74 UNH UNITEDHEALTH GROUP INC Healthcare 904.0 $376K 0.17% -840.0 -48.2% $415.61 -4.4%
75 DSI ISHARES TR 2,632.0 $375K 0.17% -647.0 -19.7% $142.39 +3.5%
76 MGK VANGUARD WORLD FD 4,217.0 $371K 0.17% +3K +397.3% $87.91 +2.6%
77 CAT CATERPILLAR INC Industrials 338.0 $360K 0.16% -478.0 -58.6% $1064.17 -23.5%
78 FNDF SCHWAB STRATEGIC TR 6,676.0 $352K 0.16% -5K -40.3% $52.76 +6.7%
79 SYSB ISHARES TR 3,901.0 $346K 0.15% +583.0 +17.6% $88.72 -2.1%
80 SUSC ISHARES TR 14,807.0 $343K 0.15% -5K -24.3% $23.15 -2.6%
Page 4 of 6  ·  120 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%