Spectrum Investment Advisors, Inc. Portfolio Holdings

Spectrum Investment Advisors, Inc.

  • $200 Billion
  • Q4 2025

Spectrum Investment Advisors, Inc. has filed its 13F form on January 28, 2026 for Q4 2025 where it was disclosed a total value porftolio of $200 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $29.1B, Fidelity Covington Trust with a value of $27B, Vanguard Index Fds S&P 500 ETF with a value of $21.5B, Dimensional ETF Tr with a value of $21.2B, and Ishares Tr with a value of $17.2B.

Examining the 13F form we can see an increase of $14.8B in the current position value, from $185B to 200B.

Spectrum Investment Advisors, Inc. is based out at Mequon, WI

Below you can find more details about Spectrum Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $200 Billion
ETFs: $152 Billion
Technology: $7.84 Billion
Healthcare: $1.54 Billion
Consumer Cyclical: $1.46 Billion
Financial Services: $1.46 Billion
Communication Services: $890 Million
Consumer Defensive: $859 Million
Utilities: $709 Million
Other: $650 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$35B
$507 Million 0.25% of portfolio
4,810
Q4 2025 New
$139B
$476 Million 0.24% of portfolio
1,375
Q4 2025 New
$177B
$350 Million 0.18% of portfolio
2,016
Q4 2025 New
$27B
$235 Million 0.12% of portfolio
2,000
Q4 2025 New
$168B
$201 Million 0.1% of portfolio
2,509
Q4 2025 New
$181B
$202 Million 0.1% of portfolio
8,113
Q4 2025 New
$67.6B
$201 Million 0.1% of portfolio
3,772
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $200 Billion
  • Prior Value $185 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 28, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 24 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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