Spectrum Investment Advisors, Inc.
All 13F Filings
- Location
- Mequon, WI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 244,602
- Description
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- Website
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- Founded
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- 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 | 7/30/2026 | 76 | 244,602 | 13F-HR | Spectrum Investment Advisors, Inc. |
| Q1 2026 | 4/14/2026 | 46 | 201,261 | 13F-HR | Spectrum Investment Advisors, Inc. |
| Q4 2025 | 1/28/2026 | 51 | 199,544 | 13F-HR | Spectrum Investment Advisors, Inc. |
| Q3 2025 | 11/6/2025 | 30 | 184,702 | 13F-HR | Spectrum Investment Advisors, Inc. |
| Q2 2025 | 7/29/2025 | 24 | 172,442 | 13F-HR | Spectrum Investment Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 66.09 K | 27.0% | 25.52 K | 0 | 25.52 K |
| ETFs | 178.5 K | 73.0% | 17.82 K | 0 | 17.82 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
244,602
Holdings
76
QoQ value change ($000)
43,341
(21.5%)
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.