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Manager record

Spectrum Financial Alliance Ltd LLC

Nicholasville, KY · CIK 1566531 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$679.48MReported 13F valueQ2 2026 · as filed
32Holdings listed
+30.6%vs prior quartervalue change includes market moves
5Quarters on record
Jul 22Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $370.9M$370.9MQ2 202523 holdingsQ3 2025: $407.7M$407.7MQ3 202525 holdingsQ4 2025: $506.0M$506.0MQ4 202531 holdingsQ1 2026: $520.3M$520.3MQ1 202632 holdingsQ2 2026: $679.5M$679.5MQ2 202632 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 22 2026 13F-HR · period Q2 2026

$679.48M · 32 holdings listed · View original SEC filing ↗
May 01 2026 13F-HR · period Q1 2026

$520.31M · 32 holdings listed · View original SEC filing ↗
Jan 30 2026 13F-HR · period Q4 2025

$506.04M · 31 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$407.68M · 25 holdings listed · View original SEC filing ↗
Aug 14 2025 13F-HR · period Q2 2025

$370.93M · 23 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 22, 2026 · Change methodology