Spectrum Financial Alliance Ltd LLC

All 13F Filings

Location
Nicholasville, KY
Most recent 13F
Q3 2026
Holdings value ($000)
692,430
Description
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Website
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Founded
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Chairman
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CEO
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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
Q3 2026 10/29/2026 39 692,430 13F-HR Spectrum Financial Alliance Ltd LLC
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
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 604.1 K 87.2% 17.75 K 0 17.75 K
ETFs 87.92 K 12.7% 0 4.772 K -4.772 K
Debt 367 0.1% 0 15 -15
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Fund Snapshot

Q3 2026
Latest filed
10/29/2026
Total value ($000)
692,430
Holdings
39
QoQ value change ($000)
12,954 (1.9%)
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.