Spectrum Investment Advisors, Inc. - Portfolio overview

Spectrum Investment Advisors, Inc. has 51 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL ETF TRUST, 13.27%
2. FELG - FIDELITY COVINGTON TRUST, 11.44%
3. DFAI - DIMENSIONAL ETF TRUST, 10.18%

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.