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Manager record

Spectrum Planning & Advisory Services Inc.

San Diego, CA · CIK 1725394 · 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.

$223.46MReported 13F valueQ2 2026 · as filed
120Holdings listed
+10.6%vs prior quartervalue change includes market moves
5Quarters on record
Jul 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $154.6M$154.6MQ2 202595 holdingsQ3 2025: $177.2M$177.2MQ3 2025105 holdingsQ4 2025: $194.4M$194.4MQ4 2025113 holdingsQ1 2026: $202.1M$202.1MQ1 2026114 holdingsQ2 2026: $223.5M$223.5MQ2 2026120 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 14 2026 13F-HR · period Q2 2026

$223.46M · 120 holdings listed · View original SEC filing ↗
Apr 16 2026 13F-HR · period Q1 2026

$202.07M · 114 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$194.41M · 113 holdings listed · View original SEC filing ↗
Nov 13 2025 13F-HR · period Q3 2025

$177.16M · 105 holdings listed · View original SEC filing ↗
Jul 15 2025 13F-HR · period Q2 2025

$154.62M · 95 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 14, 2026 · Change methodology