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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 6 of 6  ·  114 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VOE VANGUARD INDEX FDS 1,321.0 $243K 0.12% $184.33 +5.8%
102 MRK MERCK & CO INC Healthcare 2,007.0 $241K 0.12% -260.0 -11.5% $120.30 +0.3%
103 PLTR PALANTIR TECHNOLOGIES INC Technology 1,585.0 $232K 0.12% $146.28 -9.0%
104 MAR MARRIOTT INTL INC NEW Consumer Cyclical 671.0 $219K 0.11% NEW $327.07 +17.9%
105 GE GE AEROSPACE Industrials 762.0 $216K 0.11% $283.84 +12.4%
106 LLY ELI LILLY & CO Healthcare 235.0 $216K 0.11% $918.46 +18.4%
107 SPTS SPDR SERIES TRUST 7,257.0 $212K 0.10% -25K -77.8% $29.18 -0.5%
108 VGSH VANGUARD SCOTTSDALE FDS 3,590.0 $210K 0.10% -13K -77.9% $58.54 -0.4%
109 SLV ISHARES SILVER TR Financial Services 3,078.0 $210K 0.10% -8K -70.9% $68.14 -0.9%
110 EUSB ISHARES TR 4,800.0 $209K 0.10% -153.0 -3.1% $43.50 -0.3%
111 DIS DISNEY WALT CO Communication Services 2,155.0 $208K 0.10% +11.0 +0.5% $96.39 +7.7%
112 IVV ISHARES TR 313.0 $204K 0.10% -21.0 -6.3% $652.56 +15.6%
113 ETHW BITWISE ETHEREUM ETF Financial Services 11,367.0 $171K 0.08% $15.00 -2.1%
114 BFLY BUTTERFLY NETWORK INC Healthcare 23,670.0 $96K 0.05% $4.04 +13.2%
Page 6 of 6  ·  114 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%