Spectrum Asset Management, Inc. (NB/CA) - Portfolio overview

Spectrum Asset Management, Inc. (NB/CA) has 132 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Industrials.

Largest reported holdings by portfolio allocation

1. WFC - WELLS FARGO & CO, 10.09%
2. VUSB - VANGUARD BD INDEX FDS, 7.10%
3. SCHV - SCHWAB STRATEGIC TR, 4.43%

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

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