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

Latest 13F report
Q3 2025 - 13 Nov 2025
Value $
$177,159,105
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 $177,159,105 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 Filing Time
Q3 2025 105 $177,159,105 +$26,518,451 -$12,281,220 +$14,237,231 SGOV, JPST, DYNF, QUAL, EFV 13F-HR 13 Nov 2025, 09:27
Q2 2025 95 $154,615,011 +$52,317,553 -$29,060,136 +$23,257,417 SGOV, JPST, QUAL, EFV, IVW 13F-HR 15 Jul 2025, 16:45
Q1 2025 64 $120,135,513 +$27,621,894 -$20,975,273 +$6,646,621 SPLG, IVW, QUAL, DYNF, SCHZ 13F-HR 22 Apr 2025, 09:13
Q4 2024 61 $115,238,251 +$17,198,178 -$2,140,093 +$15,058,085 SPLG, IVW, DYNF, QUAL, IUSB 13F-HR 22 Jan 2025, 16:39
Q3 2024 56 $104,037,633 +$10,400,722 -$14,075,150 -$3,674,428 SPLG, IVW, QUAL, DYNF, SCHZ 13F-HR 08 Nov 2024, 09:20
Q2 2024 54 $103,644,045 +$47,332,900 -$22,111,228 +$25,221,672 SPLG, IUSB, IVW, BIL, QUAL 13F-HR 18 Jul 2024, 12:14
Q4 2023 50 $70,600,549 +$5,521,286 -$3,972,301 +$1,548,985 SPLG, QUAL, EFV, ESGU, EFG 13F-HR 18 Jan 2024, 10:10
Q3 2023 44 $63,412,418 +$8,254,288 -$9,450,716 -$1,196,428 SPLG, EFV, QUAL, EFG, ESGU 13F-HR 24 Oct 2023, 17:07
Q2 2023 41 $66,768,628 +$3,047,021 -$1,260,933 +$1,786,088 SPLG, QUAL, ESGU, EFG, EFV 13F-HR 24 Jul 2023, 11:55
Q1 2023 37 $61,588,511 +$15,324,448 -$30,518,167 -$15,193,719 SPLG, QUAL, ESGU, EFG, EFV 13F-HR 18 Apr 2023, 16:14
Q4 2022 41 $73,267,341 +$15,451,480 -$44,239,596 -$28,788,116 SPLG, VTI, ESGU, SH, EFV 13F-HR 19 Jan 2023, 18:49
Q3 2022 57 $98,930,000 +$29,019,249 -$22,243,895 +$6,775,354 SPLG, ESGU, GOVT, BIL, SCHZ 13F-HR 14 Oct 2022, 21:09
Q2 2022 42 $95,922,000 +$10,009,932 -$12,848,017 -$2,838,085 SPLG, ESGU, VGSH, BIL, SPTS 13F-HR 14 Jul 2022, 19:18
Q1 2022 43 $109,398,000 +$16,388,100 -$11,742,946 +$4,645,154 SPLG, ESGU, VGSH, BIL, SPTS 13F-HR 18 Apr 2022, 17:05
Q4 2021 51 $109,986,000 +$11,159,899 -$5,848,510 +$5,311,389 ESGU, SPLG, VGSH, BIL, SPTS 13F-HR 18 Jan 2022, 18:27
Q3 2021 46 $102,053,000 +$11,767,940 -$12,317,172 -$549,232 ESGU, SPLG, VGSH, BIL, SPTS 13F-HR 13 Oct 2021, 10:19
Q2 2021 46 $104,043,000 +$11,435,717 -$9,616,501 +$1,819,216 ESGU, GOVT, VGSH, SPLG, BIL 13F-HR 19 Jul 2021, 16:44
Q1 2021 46 $97,327,000 +$25,436,228 -$21,833,681 +$3,602,547 ESGU, GOVT, VGSH, BIL, SPTS 13F-HR 26 Apr 2021, 18:38
Q4 2020 42 $93,031,000 $0 $0 $0 ESGU, VGSH, BIL, SPTS, GOVT 13F-HR 02 Feb 2021, 15:13