Spectrum Planning & Advisory Services Inc.
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 223,463
- Description
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- Website
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- Founded
- —
- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/14/2026 | 120 | 223,463 | 13F-HR | Spectrum Planning & Advisory Services Inc. |
| Q1 2026 | 4/16/2026 | 114 | 202,065 | 13F-HR | Spectrum Planning & Advisory Services Inc. |
| Q4 2025 | 2/10/2026 | 113 | 194,406 | 13F-HR | Spectrum Planning & Advisory Services Inc. |
| Q3 2025 | 11/13/2025 | 105 | 177,159 | 13F-HR | Spectrum Planning & Advisory Services Inc. |
| Q2 2025 | 7/15/2025 | 95 | 154,615 | 13F-HR | Spectrum Planning & Advisory Services Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 27.19 K | 12.2% | 1.972 K | 0 | 1.972 K |
| ETFs | 195.6 K | 87.7% | 19.04 K | 0 | 19.04 K |
| Debt | 248 | 0.1% | 248 | 0 | 248 |
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Fund Snapshot
Q2 2026
Latest filed
7/14/2026
Total value ($000)
223,463
Holdings
120
QoQ value change ($000)
21,398
(10.6%)
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.