Spectrum Wealth Advisory Group, LLC
All 13F Filings
- Location
- Granite Bay, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 351,103
- 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 | 8/6/2026 | 543 | 351,103 | 13F-HR | Spectrum Wealth Advisory Group, LLC |
| Q1 2026 | 5/6/2026 | 58 | 268,946 | 13F-HR | Spectrum Wealth Advisory Group, LLC |
| Q4 2025 | 2/11/2026 | 57 | 272,040 | 13F-HR | Spectrum Wealth Advisory Group, LLC |
| Q3 2025 | 11/14/2025 | 65 | 242,224 | 13F-HR | Spectrum Wealth Advisory Group, LLC |
| Q2 2025 | 8/12/2025 | 62 | 214,952 | 13F-HR | Spectrum Wealth Advisory Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 45.91 K | 13.1% | 0 | 110.5 K | -110.5 K |
| ETFs | 304.6 K | 86.9% | 192 K | 0 | 192 K |
| Debt | 33 | 0.0% | 33 | 0 | 33 |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
351,103
Holdings
543
QoQ value change ($000)
82,157
(30.5%)
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.