Spectrum Advisors, Inc.
All 13F Filings
- Location
- Plano, TX
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 142,618
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 11/3/2026 | 53 | 142,618 | 13F-HR | Spectrum Advisors, Inc. |
| Q2 2026 | 10/7/2026 | 55 | 141,387 | 13F-HR | Spectrum Advisors, Inc. |
| Q1 2026 | 9/11/2026 | 50 | 126,613 | 13F-HR | Spectrum Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 26.41 K | 18.5% | 13.36 K | 0 | 13.36 K |
| ETFs | 116.2 K | 81.5% | 0 | 12.13 K | -12.13 K |
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Fund Snapshot
Q3 2026
Latest filed
11/3/2026
Total value ($000)
142,618
Holdings
53
QoQ value change ($000)
1,231
(0.9%)
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.