13F Filings History of Spectrum Planning & Advisory Services Inc.

Latest 13F report
Q3 2025 - Nov 13, 2025
Value $
$177M
Signature - Title
Brentt Hoover - Chief Compliance Officer
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by Spectrum Planning & Advisory Services Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spectrum Planning & Advisory Services Inc. reported 105 stock holdings with total value $177M as of Q3 2025. Top holdings included SGOV, JPST, DYNF, QUAL, and EFV.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 105 $177M +$26.5M -$12.3M +$14.2M SGOV, JPST, DYNF, QUAL, EFV 13F-HR 11/13/2025, 09:27 AM
Q2 2025 95 $155M +$52.3M -$29.1M +$23.3M SGOV, JPST, QUAL, EFV, IVW 13F-HR 7/15/2025, 04:45 PM
Q1 2025 64 $120M +$27.6M -$21M +$6.65M SPLG, IVW, QUAL, DYNF, SCHZ 13F-HR 4/22/2025, 09:13 AM
Q4 2024 61 $115M +$17.2M -$2.14M +$15.1M SPLG, IVW, DYNF, QUAL, IUSB 13F-HR 1/22/2025, 04:39 PM
Q3 2024 56 $104M +$10.4M -$14.1M -$3.67M SPLG, IVW, QUAL, DYNF, SCHZ 13F-HR 11/8/2024, 09:20 AM
Q2 2024 54 $104M +$47.3M -$22.1M +$25.2M SPLG, IUSB, IVW, BIL, QUAL 13F-HR 7/18/2024, 12:14 PM
Q4 2023 50 $70.6M +$5.52M -$3.97M +$1.55M SPLG, QUAL, EFV, ESGU, EFG 13F-HR 1/18/2024, 10:10 AM
Q3 2023 44 $63.4M +$8.25M -$9.45M -$1.2M SPLG, EFV, QUAL, EFG, ESGU 13F-HR 10/24/2023, 05:07 PM
Q2 2023 41 $66.8M +$3.05M -$1.26M +$1.79M SPLG, QUAL, ESGU, EFG, EFV 13F-HR 7/24/2023, 11:55 AM
Q1 2023 37 $61.6M +$15.3M -$30.5M -$15.2M SPLG, QUAL, ESGU, EFG, EFV 13F-HR 4/18/2023, 04:14 PM
Q4 2022 41 $73.3M +$15.5M -$44.2M -$28.8M SPLG, VTI, ESGU, SH, EFV 13F-HR 1/19/2023, 06:49 PM
Q3 2022 57 $98.9M +$29M -$22.2M +$6.78M SPLG, ESGU, GOVT, BIL, SCHZ 13F-HR 10/14/2022, 09:09 PM
Q2 2022 42 $95.9M +$10M -$12.8M -$2.84M SPLG, ESGU, VGSH, BIL, SPTS 13F-HR 7/14/2022, 07:18 PM
Q1 2022 43 $109M +$16.4M -$11.7M +$4.65M SPLG, ESGU, VGSH, BIL, SPTS 13F-HR 4/18/2022, 05:05 PM
Q4 2021 51 $110M +$11.2M -$5.85M +$5.31M ESGU, SPLG, VGSH, BIL, SPTS 13F-HR 1/18/2022, 06:27 PM
Q3 2021 46 $102M +$11.8M -$12.3M -$549K ESGU, SPLG, VGSH, BIL, SPTS 13F-HR 10/13/2021, 10:19 AM
Q2 2021 46 $104M +$11.4M -$9.62M +$1.82M ESGU, GOVT, VGSH, SPLG, BIL 13F-HR 7/19/2021, 04:44 PM
Q1 2021 46 $97.3M +$25.4M -$21.8M +$3.6M ESGU, GOVT, VGSH, BIL, SPTS 13F-HR 4/26/2021, 06:38 PM
Q4 2020 42 $93M $0 $0 ESGU, VGSH, BIL, SPTS, GOVT 13F-HR 2/2/2021, 03:13 PM