Spectrum Planning & Advisory Services Inc. - Portfolio overview

Spectrum Planning & Advisory Services Inc. has 123 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BIL - SPDR SERIES TRUST, 6.84%
2. SGOV - ISHARES TR, 5.90%
3. JPST - J P MORGAN EXCHANGE TRADED F, 5.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.