Spectrum Investment Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Spectrum Investment Advisors, Inc. held in its portfolio 51 assets valued at $199,543,612 (i.e. $199.54M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($29.07M), FIDELITY COVINGTON TRUST ($26.97M), and VANGUARD INDEX FDS ($21.49M).
The chart below shows the top 10 valuable assets, and the table below shows the top 51 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Spectrum Investment Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 621060 | 29065588 | US CORE EQT MKT |
| FIDELITY COVINGTON TRUST | 646769 | 26970255 | ENHANCED LARGE |
| VANGUARD INDEX FDS | 34271 | 21492617 | S&P 500 ETF SHS |
| DIMENSIONAL ETF TRUST | 556228 | 21197844 | INTL CORE EQT MK |
| ISHARES TR | 203768 | 17246936 | CORE MSCI TOTAL |
| INVESCO EXCH TRADED FD TR II | 453918 | 12505439 | EQUAL WEGT 0-30 |
| ISHARES TR | 127028 | 12095652 | MBS ETF |
| VANGUARD INDEX FDS | 45039 | 9538783 | SM CP VAL ETF |
| DIMENSIONAL ETF TRUST | 288165 | 9385520 | EMGR CRE EQT MNG |
| VANGUARD INDEX FDS | 20137 | 5844110 | MID CAP ETF |
| FIDELITY MERRIMACK STR TR | 103952 | 4785953 | TOTAL BD ETF |
| ALPS ETF TR | 180617 | 4708688 | SMITH CORE PLUS |
| VANGUARD SCOTTSDALE FDS | 28553 | 3476324 | VNG RUS1000GRW |
| APPLE INC | 8709 | 2367510 | COM |
| ORACLE CORP | 10056 | 1960015 | COM |
| NVIDIA CORPORATION | 9603 | 1790873 | COM |
| FIDELITY COVINGTON TRUST | 15262 | 1103013 | VLU FACTOR ETF |
| VANGUARD INDEX FDS | 5833 | 1034599 | MCAP VL IDXVIP |
| BERKSHIRE HATHAWAY INC DEL | 1837 | 923368 | CL B NEW |
| ISHARES TR | 8585 | 919511 | NATIONAL MUN ETF |
| MICROSOFT CORP | 1855 | 896995 | COM |
| ABBVIE INC | 3272 | 747667 | COM |
| PIONEER PWR SOLUTIONS INC | 137500 | 650375 | COM NEW |
| PEPSICO INC | 4329 | 621304 | COM |
| TESLA INC | 1230 | 553156 | COM |
| WEC ENERGY GROUP INC | 4810 | 507272 | COM |
| SPDR S&P 500 ETF TR | 707 | 482150 | TR UNIT |
| BROADCOM INC | 1375 | 475995 | COM |
| VANGUARD SPECIALIZED FUNDS | 1901 | 417802 | DIV APP ETF |
| AMAZON COM INC | 1783 | 411552 | COM |
| ABBOTT LABS | 2827 | 354224 | COM |
| TEXAS INSTRS INC | 2016 | 349756 | COM |
| SCHWAB STRATEGIC TR | 10395 | 339085 | US LCAP GR ETF |
| JPMORGAN CHASE & CO. | 1037 | 334286 | COM |
| VANGUARD WHITEHALL FDS | 2224 | 319188 | HIGH DIV YLD |
| SCHWAB STRATEGIC TR | 9460 | 280111 | US LCAP VA ETF |
| MCDONALDS CORP | 863 | 263822 | COM |
| ALPHABET INC | 828 | 259690 | CAP STK CL C |
| FIDELITY COMWLTH TR | 2726 | 249135 | NASDAQ COMPSIT |
| COSTCO WHSL CORP NEW | 275 | 237462 | COM |
| PULTE GROUP INC | 2000 | 234520 | COM |
| VANGUARD WORLD FD | 567 | 234041 | MEGA GRWTH IND |
| ELI LILLY & CO | 213 | 229087 | COM |
| VANGUARD WORLD FD | 1228 | 227229 | UTILITIES ETF |
| ALPHABET INC | 724 | 226672 | CAP STK CL A |
| MERCK & CO INC | 2032 | 213917 | COM |
| VANGUARD INTL EQUITY INDEX F | 2495 | 208607 | FTSE EUROPE ETF |
| META PLATFORMS INC | 306 | 201709 | CL A |
| AT&T INC | 8113 | 201527 | COM |
| NEXTERA ENERGY INC | 2509 | 201423 | COM |
| US BANCORP DEL | 3772 | 201255 | COM NEW |
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