13F Filings History of Spectrum Investment Advisors, Inc.

Latest 13F report
Q4 2025 - 28 Jan 2026
Value $
$199,543,612
Signature - Title
Jonathan J. Marshall - Chief Investment Officer
Location
Mequon, WI
Summary
This page shows a list of all the recent 13F filings made by Spectrum Investment Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Spectrum Investment Advisors, Inc. reported 51 stock holdings with total value $199,543,612 as of Q4 2025. Top holdings included DFAU, FELG, VOO, DFAI, and IXUS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 51 $199,543,612 +$31,748,506 -$19,835,218 +$11,913,288 DFAU, FELG, VOO, DFAI, IXUS 13F-HR 28 Jan 2026, 16:33
Q3 2025 30 $184,701,525 +$19,429,608 -$17,622,856 +$1,806,752 DFAU, FELG, VOO, DFAI, IDYN 13F-HR 05 Nov 2025, 17:38
Q2 2025 24 $172,442,258 +$5,881,681 -$1,713,816 +$4,167,865 DFAU, FELG, VOO, DFAI, IXUS 13F-HR 29 Jul 2025, 11:29
Q1 2025 25 $154,953,891 +$9,425,393 -$1,169,143 +$8,256,250 DFAU, FELG, VOO, DFAI, IXUS 13F-HR 23 Apr 2025, 14:17
Q4 2024 27 $149,816,696 +$10,776,857 -$5,164,095 +$5,612,762 DFAU, FELG, VOO, DFAI, IXUS 13F-HR 28 Jan 2025, 11:51
Q3 2024 27 $145,832,582 +$2,283,885 -$884,183 +$1,399,702 DFAU, FELG, VOO, DFAI, IXUS 13F-HR 06 Nov 2024, 14:25
Q2 2024 25 $136,628,639 +$16,061,532 -$16,849,127 -$787,595 DFAU, FELG, VOO, DFAI, IXUS 13F-HR 31 Jul 2024, 15:20
Q1 2024 34 $135,420,562 +$4,745,114 -$3,548,430 +$1,196,684 DFAU, FELG, VOO, DFAI, IXUS 13F-HR 06 May 2024, 14:54
Q4 2023 33 $126,106,712 $0 $0 $0 DFAU, FELG, VOO, DFAI, GOVI 13F-HR 07 Feb 2024, 14:17