Universe · entity

Spectrum Wealth Advisory Group, LLC

Institutional manager (13F) · CIK 1776821
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $267M
#IssuerValueShares
1FIRST TRUST$36M532,040
2JPMORGAN US$33M534,396
3COLUMBIA RESEARCH$32M829,116
4INVESCO NASDAQ$24M102,308
5TCW FLEXIBLE$17M425,095
6INVESCO QQQ$15M25,454
7JOHN HANCOCK$12M279,863
8MFS ACTIVE$11M379,635
9APPLE INC$8M31,762
10STATE STREET$8M85,625
11ISHARES S&P$7M45,645
12INVESCO S&P$6M56,761
13WISDOMTREE EMERGING$5M88,536
14JPMORGAN$4M91,892
15FIRST TRUST$4M101,927
16PGIM ACTIVE$4M110,177
17INVESCO S&P$3M20,951
18STATE STREET$3M4,583
19STATE STREET$3M129,706
20FIRST TRUST$2M39,303
21FIRST TRUST$2M93,349
22AMAZON COM$2M9,120
23ALPHABET INC$2M6,290
24FIRST TRUST$2M11,372
25ALPHABET INC$2M5,848
26FIRST TRUST$2M30,261
27INVESCO S&P$1M13,490
28STATE STREET$1M46,369
29MICROSOFT CORP$1M3,487
30VANGUARD S&P$1M2,133
31FIRST TRUST$1M25,394
32NVIDIA CORP$1M6,749
33ISHARES SILVER$1M16,320
34GENERAL DYNAMICS$937k2,730
35SPDR GOLD$837k1,945
36FIRST TRUST$633k5,769
37PALANTIR TECHNOLOGIES$626k4,280
38WALT DISNEY$578k6,002
39ISHARES MSCI$564k2,351
40INVESCO S&P$518k8,221
41TESLA INC$515k1,384
42PROSHARES ULTRA$510k8,360
43NEXTERA ENERGY$486k5,235
44FIRST TRUST$485k5,232
45JANUS HENDERSON$481k9,540
46STATE STREER$465k1,831
47COSTCO WHOLESALE$457k459
48BROADCOM INC$438k1,415
49APPLIED MATERIALS$362k1,060
50SOUTHERN COMPANY$350k3,623
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.