Spectrum Financial Alliance Ltd LLC

All 13F Filings

Location
Nicholasville, KY
Most recent 13F
Q2 2026
Holdings value ($000)
679,476
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/22/2026 31 679,476 13F-HR Spectrum Financial Alliance Ltd LLC
Q1 2026 5/1/2026 30 520,307 13F-HR Spectrum Financial Alliance Ltd LLC
Q4 2025 1/30/2026 29 506,039 13F-HR Spectrum Financial Alliance Ltd LLC
Q3 2025 11/14/2025 25 407,681 13F-HR Spectrum Financial Alliance Ltd LLC
Q2 2025 8/14/2025 23 370,927 13F-HR Spectrum Financial Alliance Ltd LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 586.4 K 86.3% 108.9 K 0 108.9 K
ETFs 92.69 K 13.6% 50.24 K 0 50.24 K
Debt 382 0.1% 0 4 -4
Swipe for more columns

Fund Snapshot

Q2 2026
Latest filed
7/22/2026
Total value ($000)
679,476
Holdings
31
QoQ value change ($000)
159,169 (30.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.