Spectrum Wealth Advisory Group, LLC - Portfolio overview

Spectrum Wealth Advisory Group, LLC has 68 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

  1. RDVY - FIRST TRUST, 13.35%
  2. JQUA - JPMORGAN US, 12.04%
  3. RECS - COLUMBIA RESEARCH, 11.87%

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

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