Spectrum Wealth Advisory Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 11, 2026, for the 2025 Q4 period, Spectrum Wealth Advisory Group, LLC held in its portfolio 54 assets valued at $272,039,862 (i.e. $272.04M).
The most valuable assets in the portfolio included: FIRST TRUST ($37.17M), JPMORGAN US ($33.47M), and COLUMBIA RESEARCH ($33.34M).
The chart below shows the top 10 valuable assets, and the table below shows the top 54 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Spectrum Wealth Advisory Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| FIRST TRUST | 535049 | 37169812 | RISNG DIVD ACHIV |
| JPMORGAN US | 529822 | 33474127 | US QUALTY FCTR |
| COLUMBIA RESEARCH | 816228 | 33334732 | RESH ENHNC COR |
| FIRST TRUST | 516444 | 19790131 | SMID RISNG ETF |
| INVESCO QQQ | 26083 | 16022633 | UNIT SER 1 |
| STATE STREET | 436827 | 15804898 | STATE STREET SPD |
| TCW FLEXIBLE | 377660 | 14955347 | FLEXIBLE INCOME |
| INVESCO NASDAQ | 48913 | 12371099 | NASDAQ 100 ETF |
| JOHN HANCOCK | 247252 | 10268378 | MULTI INTL ETF |
| MFS ACTIVE | 319738 | 9736035 | INTERNATINL ETF |
| APPLE INC | 31698 | 8617343 | COM |
| ISHARES S&P | 48493 | 8143996 | CORE S&P US GWT |
| INVESCO S&P | 58180 | 5958798 | S&P MDCP QUALITY |
| WISDOMTREE EMERGING | 96956 | 5549719 | EMG MKTS SMCAP |
| SPDR S&P | 4478 | 3053599 | TR UNIT |
| INVESCO S&P | 21759 | 3012776 | S&P MDCP MOMNTUM |
| FIRST TRUST | 40531 | 2895939 | NASDAQ CYB ETF |
| FIRST TRUST | 111945 | 2817655 | SMITH UNCONSTRAI |
| FIRST TRUST | 59942 | 2704275 | SHS |
| AMAZON COM | 8590 | 1982744 | COM |
| ALPHABET INC | 6207 | 1942730 | CAP STK CL A |
| FIRST TRUST | 11622 | 1901253 | US EQTY OPPT ETF |
| MICROSOFT CORP | 3738 | 1807736 | COM |
| ALPHABET INC | 5752 | 1805027 | CAP STK CL C |
| VANGUARD S&P | 2666 | 1671952 | S&P 500 ETF SHS |
| INVESCO S&P | 14670 | 1670354 | S&P 500 GARP ETF |
| NVIDIA CORP | 6213 | 1158635 | COM |
| ISHARES SILVER | 16372 | 1054685 | ISHARES |
| SPDR GOLD | 1996 | 791035 | GOLD SHS |
| PALANTIR TECHNOLOGIES | 4149 | 737489 | CL A |
| WALT DISNEY | 6002 | 682797 | COM |
| FIRST TRUST | 5769 | 656625 | HLTH CARE ALPH |
| JPMORGAN | 13118 | 638868 | INTL BD OPP ETF |
| TESLA INC | 1361 | 612069 | COM |
| ISHARES MSCI | 2411 | 603451 | MSCI USA MMENTM |
| PROSHARES ULTRA | 8360 | 588627 | PSHS ULTRA QQQ |
| FIRST TRUST | 5742 | 531206 | CAP STRENGTH ETF |
| INVESCO S&P | 8356 | 521130 | S&P MIDCP LOW |
| BROADCOM INC | 1429 | 494489 | COM |
| COSTCO WHOLESALE | 513 | 442606 | COM |
| STATE STREER | 1830 | 441585 | STATE STREET SPD |
| NEXTERA ENERGY | 5200 | 417456 | COM |
| WISDOMTREE US | 3872 | 346289 | US QTLY DIV GRT |
| SOUTHERN COMPANY | 3617 | 315409 | COM |
| INTL BUSINESS | 1000 | 296210 | COM |
| VANGUARD INFORMATION | 389 | 292965 | INF TECH ETF |
| META PLATFORMS | 430 | 283973 | CL A |
| APPLIED MATERIALS | 1050 | 269840 | COM |
| VANGUARD TOTAL | 795 | 266607 | TOTAL STK MKT |
| AXON ENTERPRISE | 440 | 249889 | COM |
| JPMORGAN CHASE | 726 | 233823 | COM |
| JANUS HENDERSON | 4496 | 220946 | HENDRSN SHRT ETF |
| JANUS HENDERSON | 4329 | 218968 | HENDRSON AAA CL |
| PUBLIC SERVICE | 2604 | 209102 | COM |
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