Universe · entity
Spectrum Planning & Advisory Services Inc.
Institutional manager (13F) · CIK 1725394
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $180M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | SPDR SERIES TRUST | $14M | 155,958 |
| 2 | ISHARES TR | $12M | 122,479 |
| 3 | J P MORGAN EXCHANGE TRADED F | $11M | 219,764 |
| 4 | ISHARES TR | $8M | 69,972 |
| 5 | BLACKROCK ETF TRUST | $8M | 131,958 |
| 6 | BLACKROCK ETF TRUST | $8M | 236,349 |
| 7 | BLACKROCK ETF TRUST | $7M | 206,208 |
| 8 | VANGUARD BD INDEX FDS | $7M | 142,021 |
| 9 | PIMCO ETF TR | $6M | 59,113 |
| 10 | ISHARES INC | $6M | 83,151 |
| 11 | SPDR SERIES TRUST | $6M | 74,877 |
| 12 | ISHARES TR | $5M | 72,321 |
| 13 | ISHARES TR | $5M | 16,251 |
| 14 | ISHARES TR | $5M | 25,825 |
| 15 | BLACKROCK ETF TRUST II | $5M | 96,518 |
| 16 | INVESCO EXCH TRADED FD TR II | $4M | 33,715 |
| 17 | SCHWAB STRATEGIC TR | $3M | 150,695 |
| 18 | BLACKROCK ETF TRUST | $3M | 104,177 |
| 19 | ISHARES TR | $3M | 144,555 |
| 20 | VANGUARD INSTL INDEX FD | $3M | 43,137 |
| 21 | ISHARES TR | $3M | 35,400 |
| 22 | WOODWARD INC | $3M | 8,418 |
| 23 | BLACKROCK ETF TRUST | $3M | 82,330 |
| 24 | BLACKROCK ETF TRUST II | $3M | 55,874 |
| 25 | SPDR SERIES TRUST | $3M | 128,424 |
| 26 | ISHARES TR | $3M | 27,710 |
| 27 | AMAZON COM INC | $3M | 12,346 |
| 28 | GLOBAL X FDS | $2M | 34,944 |
| 29 | MICROSOFT CORP | $2M | 6,484 |
| 30 | BLACKROCK ETF TRUST | $2M | 54,673 |
| 31 | VANGUARD CHARLOTTE FDS | $2M | 45,269 |
| 32 | BERKSHIRE HATHAWAY INC DEL | $2M | 4,349 |
| 33 | ISHARES TR | $2M | 17,452 |
| 34 | ISHARES TR | $2M | 37,406 |
| 35 | ISHARES TR | $2M | 33,189 |
| 36 | APPLE INC | $1M | 5,242 |
| 37 | ISHARES INC | $1M | 14,688 |
| 38 | ALNYLAM PHARMACEUTICALS INC | $1M | 3,350 |
| 39 | ISHARES GOLD TR | $1M | 12,537 |
| 40 | NVIDIA CORPORATION | $1M | 6,026 |
| 41 | SSGA ACTIVE TR | $902k | 15,624 |
| 42 | ISHARES TR | $902k | 4,271 |
| 43 | GOLDMAN SACHS GROUP INC | $767k | 907 |
| 44 | SPDR INDEX SHS FDS | $754k | 16,524 |
| 45 | VANGUARD INDEX FDS | $746k | 1,248 |
| 46 | ISHARES TR | $649k | 6,839 |
| 47 | WORLD GOLD TR | $639k | 6,891 |
| 48 | SPDR INDEX SHS FDS | $628k | 13,379 |
| 49 | BONDBLOXX ETF TRUST | $627k | 13,675 |
| 50 | ISHARES TR | $618k | 14,546 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.