Spectrum Investment Advisors, Inc. has filed its 13F form on November 05, 2025 for Q3 2025 where it was disclosed a total value porftolio of $185 Billion distributed in 30 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $28.6B, Fidelity Covington Trust with a value of $27.8B, Vanguard Index Fds S&P 500 ETF with a value of $21.2B, Dimensional ETF Tr with a value of $20B, and Blackrock ETF Trust with a value of $16.8B.

Examining the 13F form we can see an increase of $12.3B in the current position value, from $172B to 185B.

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 $185 Billion
ETFs: $130 Billion
Technology: $2.73 Billion
Healthcare: $989 Million
Financial Services: $893 Million
Consumer Cyclical: $247 Million
Consumer Defensive: $225 Million
Communication Services: $203 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $185 Billion
  • Prior Value $172 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 05, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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