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Portfolio (Quarterly) Guide ↗

Spectrum Planning & Advisory Services Inc.

· CIK 0001725394
13F Portfolio $202M AUM 114 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 32 Added 48 Reduced 11 Exited
Page 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COMT ISHARES U S ETF TR 16,529.0 $559K 0.28% +3K +21.2% $33.81 +0.0%
22 OUNZ VANECK MERK GOLD ETF Financial Services 11,670.0 $526K 0.26% +5K +79.1% $45.05 -5.1%
23 SIVR ABRDN SILVER ETF TRUST Financial Services 5,359.0 $384K 0.19% +769.0 +16.8% $71.61 -1.1%
24 MCD MCDONALDS CORP Consumer Cyclical 1,231.0 $383K 0.19% +9.0 +0.7% $310.83 -9.1%
25 BA BOEING CO Industrials 1,794.0 $357K 0.18% +72.0 +4.2% $199.03 +11.5%
26 JPM JPMORGAN CHASE & CO Financial Services 1,190.0 $350K 0.17% +121.0 +11.3% $294.12 +1.2%
27 AXP AMERICAN EXPRESS CO Financial Services 1,122.0 $339K 0.17% +50.0 +4.7% $302.49 +3.6%
28 JNJ JOHNSON & JOHNSON Healthcare 1,291.0 $315K 0.16% +19.0 +1.5% $244.38 -5.0%
29 TRV TRAVELERS COMPANIES INC Financial Services 1,071.0 $312K 0.15% +6.0 +0.6% $291.66 +3.5%
30 SYSB ISHARES TR 3,318.0 $295K 0.15% +634.0 +23.6% $89.00 -0.5%
31 IBM INTERNATIONAL BUSINESS MACHS Technology 1,039.0 $252K 0.12% +51.0 +5.2% $242.32 +5.5%
32 DIS DISNEY WALT CO Communication Services 2,155.0 $208K 0.10% +11.0 +0.5% $96.39 +7.7%
Page 2 of 2  ·  32 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 26.3%
Technology 21.0%
Industrials 16.7%
Consumer Cyclical 16.3%
Healthcare 10.4%
Communication Services 4.6%
Consumer Defensive 2.5%
Basic Materials 1.3%
Energy 1.0%