Spectrum Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Spectrum Investment Advisors, Inc.Investment ActivitySpectrum Investment Advisors, Inc. has $172.44 million in total holdings as of June 30, 2025.Spectrum Investment Advisors, Inc. owns shares of 24 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 3.41% of the portfolio was purchased this quarter.About 0.99% of the portfolio was sold this quarter.This quarter, Spectrum Investment Advisors, Inc. has purchased 25 new stocks and bought additional shares in 20 stocks.Spectrum Investment Advisors, Inc. sold shares of 3 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional US Core Equity Market ETF $26,594,438FIDELITY COVINGTON TRUST $25,566,141Vanguard S&P 500 ETF $20,516,965Dimensional International Core Equity Market ETF $19,039,090iShares Core MSCI Total International Stock ETF $15,725,741 Largest Purchases this Quarter Dimensional US Core Equity Market ETF 23,990 shares (about $1.02M)FIDELITY COVINGTON TRUST 26,964 shares (about $998.48K)Vanguard Small-Cap Value ETF 2,996 shares (about $584.25K)Vanguard S&P 500 ETF 997 shares (about $566.32K)Dimensional Emerging Core Equity Market ETF 18,659 shares (about $540.18K) Largest Sales this Quarter iShares MBS ETF 11,356 shares (about $1.07M)Apple 1,048 shares (about $215.01K)Berkshire Hathaway 426 shares (about $206.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpectrum Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$26,594,438$1,016,216 ▲4.0%627,82015.4%ETFFIDELITY COVINGTON TRUST$25,566,141$998,477 ▲4.1%690,41714.8%ENHANCED LARGEVOOVanguard S&P 500 ETF$20,516,965$566,318 ▲2.8%36,12011.9%ETFDFAIDimensional International Core Equity Market ETF$19,039,090$278,842 ▲1.5%550,74011.0%ETFIXUSiShares Core MSCI Total International Stock ETF$15,725,741$409,589 ▲2.7%203,4119.1%ManufacturingINVESCO EXCH TRADED FD TR II$11,781,066$294,946 ▲2.6%428,8706.8%EQUAL WEGT 0-30MBBiShares MBS ETF$11,514,817$1,066,211 ▼-8.5%122,6426.7%ETFVBRVanguard Small-Cap Value ETF$8,631,957$584,252 ▲7.3%44,2645.0%ETFDFAEDimensional Emerging Core Equity Market ETF$8,380,056$540,177 ▲6.9%289,4674.9%ETFVOVanguard Mid-Cap ETF$5,614,871$186,370 ▲3.4%20,0653.3%ETFALPS ETF TR$4,579,256$299,938 ▲7.0%177,1472.7%SMITH CORE PLUSFBNDFidelity Total Bond ETF$4,567,392$237,899 ▲5.5%99,8342.6%ETFVONGVanguard Russell 1000 Growth ETF$3,221,227$168,061 ▲5.5%29,4981.9%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$964,357$89,552 ▲10.2%10,1010.6%ETFFVALFidelity Value Factor ETF$963,744$54,226 ▲6.0%15,0890.6%ETFMUBiShares National Muni Bond ETF$867,553$4,701 ▲0.5%8,3040.5%ETFBRK.BBerkshire Hathaway$723,312$206,938 ▼-22.2%1,4890.4%FinanceAAPLApple$700,628$215,010 ▼-23.5%3,4150.4%Computer and TechnologyMSFTMicrosoft$652,955$19,395 ▲3.1%1,3130.4%Computer and TechnologyABBVAbbVie$512,259$1,856 ▲0.4%2,7600.3%MedicalSPYSPDR S&P 500 ETF Trust$423,255$124,196 ▲41.5%6850.2%FinanceABTAbbott Laboratories$342,697$2,720 ▲0.8%2,5200.2%MedicalNVDANVIDIA$317,890$3,950 ▲1.3%2,0120.2%Computer and TechnologyCOSTCostco Wholesale$240,5910.0%2430.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$0$225,657 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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