Spectrum Investment Advisors, Inc. — 13F Holdings & Portfolio

CIK 1856042 · latest 13F-HR filed 2026-07-30

Spectrum Investment Advisors, Inc. manages $244.6M in 13F-reported U.S. long-equity assets across 76 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAU (13.10%), FELG (11.40%), DFAI (9.78%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 31 new positions, exited 1, added to 34, and trimmed 7.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
6329 WEST MEQUON ROAD
MEQUON, WI 53092
Phone
(262) 238-4010
Filing Manager
Spectrum Investment Advisors, Inc.
MEQUON, WI
Signatory
Jonathan J. Marshall
Chief Investment Officer
Loading holdings…
AUM

$244.6M

Long-equity book

Holdings

76

Distinct positions

Period

2026-06-30

Filed 2026-07-30

Q/Q Activity

+31 / −1 / ↑34 / ↓7

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • DIMENSIONAL ETF TRUST$2.9M +9.9%
  • FIDELITY COVINGTON TRUST$2.7M +10.8%
  • INVESCO EXCH TRADED FD TR II$1.9M +14.8%
  • VANGUARD INDEX FDS$1.7M +8.0%
  • DIMENSIONAL ETF TRUST$1.6M +6.9%
Show all 34

Top Trims

  • ISHARES TR-$10.9M -85.0%
  • ISHARES TR-$386.1K -52.3%
  • FIDELITY NATL INFORMATION SV-$169.8K -17.3%
  • STATE STR SPDR S&P 500 ETF T-$136.2K -26.0%
  • PEPSICO INC-$86.3K -12.8%
Show all 7

New Positions

  • PIMCO ETF TR$12.4M
  • CAPITAL GROUP CORE BALANCED$7.9M
  • ALPHABET INC$814.6K
  • TAIWAN SEMICONDUCTOR MANUFAC$692.5K
  • ANALOG DEVICES INC$615.3K
Show all 31

Exited Positions

  • AT&T INC$237.3K
Show all 1
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 DIMENSIONAL ETF TRUST DFAU 25434V104 $32.0M 13.10% 620,035 SH
2 FIDELITY COVINGTON TRUST FELG 31609A305 $27.9M 11.40% 637,144 SH
3 DIMENSIONAL ETF TRUST DFAI 25434V203 $23.9M 9.78% 580,123 SH
4 VANGUARD INDEX FDS VOO 922908363 $22.7M 9.27% 33,019 SH
5 ISHARES TR IXUS 46432F834 $19.2M 7.87% 201,581 SH
6 INVESCO EXCH TRADED FD TR II GOVI 46138E107 $15.1M 6.18% 556,899 SH
7 PIMCO ETF TR PMBS 72201R569 $12.4M 5.06% 250,856 SH
8 VANGUARD INDEX FDS VBR 922908611 $11.4M 4.66% 46,917 SH
9 DIMENSIONAL ETF TRUST DFAE 25434V302 $10.4M 4.25% 258,619 SH
10 CAPITAL GROUP CORE BALANCED CGBL 14021D107 $7.9M 3.24% 208,664 SH
11 VANGUARD INDEX FDS VO 922908629 $7.0M 2.86% 86,954 SH
12 ALPS ETF TR SMTH 00162Q346 $6.3M 2.59% 246,241 SH
13 FIDELITY MERRIMACK STR TR FBND 316188309 $6.3M 2.59% 139,298 SH
14 VANGUARD SCOTTSDALE FDS VONG 92206C680 $4.1M 1.68% 32,137 SH
15 APPLE INC AAPL 037833100 $3.6M 1.48% 12,472 SH
16 NVIDIA CORPORATION NVDA 67066G104 $3.3M 1.36% 16,672 SH
17 ISHARES TR MBB 464288588 $1.9M 0.78% 20,282 SH
18 VANGUARD INDEX FDS VOE 922908512 $1.6M 0.64% 7,966 SH
19 ORACLE CORP ORCL 68389X105 $1.5M 0.60% 10,094 SH
20 FIDELITY COVINGTON TRUST FVAL 316092782 $1.5M 0.60% 18,860 SH
21 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.2M 0.51% 2,489 SH
22 MICROSOFT CORP MSFT 594918104 $1.2M 0.50% 3,282 SH
23 BROADCOM INC AVGO 11135F101 $1.1M 0.46% 2,990 SH
24 AMAZON COM INC AMZN 023135106 $1.1M 0.45% 4,616 SH
25 ABBVIE INC ABBV 00287Y109 $882.7K 0.36% 3,508 SH
26 ALPHABET INC GOOGL 02079K305 $814.6K 0.33% 2,280 SH
27 FIDELITY NATL INFORMATION SV FIS 31620M106 $812.8K 0.33% 20,905 SH
28 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $692.5K 0.28% 1,450 SH
29 COSTCO WHOLESALE CORPORATION COST 22160K105 $690.2K 0.28% 738 SH
30 ANALOG DEVICES INC ADI 032654105 $615.3K 0.25% 1,549 SH
31 MORGAN STANLEY MS 617446448 $608.3K 0.25% 2,910 SH
32 PEPSICO INC PEP 713448108 $587.4K 0.24% 4,338 SH
33 TESLA INC TSLA 88160R101 $580.4K 0.24% 1,380 SH
34 META PLATFORMS INC META 30303M102 $579.4K 0.24% 1,029 SH
35 WEC ENERGY GROUP INC WEC 92939U106 $575.6K 0.24% 4,929 SH
36 PIONEER PWR SOLUTIONS INC PPSI 723836300 $541.8K 0.22% 137,500 SH
37 JPMORGAN CHASE & CO JPM 46625H100 $487.3K 0.20% 1,489 SH
38 VISA INC V 92826C839 $469.3K 0.19% 1,368 SH
39 EATON CORP PLC ETN G29183103 $441.5K 0.18% 1,036 SH
40 CAPITAL GRP FIXED INCM ETF T CGMU 14020Y201 $438.9K 0.18% 15,978 SH
41 APPLIED MATLS INC AMAT 038222105 $420.1K 0.17% 581 SH
42 ELI LILLY & CO LLY 532457108 $419.4K 0.17% 350 SH
43 VANGUARD INDEX FDS VTI 922908769 $413.5K 0.17% 1,118 SH
44 NEXTERA ENERGY INC NEE 65339F101 $394.3K 0.16% 4,492 SH
45 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $388.4K 0.16% 520 SH
46 ASML HLDG NV ASML N07059210 $356.1K 0.15% 179 SH
47 SALESFORCE INC CRM 79466L302 $355.1K 0.15% 2,267 SH
48 ISHARES TR MUB 464288414 $352.6K 0.14% 3,277 SH
49 TEXAS PACIFIC LAND CORPORATI TPL 88262P102 $347.5K 0.14% 794 SH
50 VANGUARD SPECIALIZED FUNDS VIG 921908844 $338.6K 0.14% 1,431 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-30 $244.6M 76 0000892712-26-000324
2026-03-31 2026-04-14 $201.3M 46 0000892712-26-000212
2025-12-31 2026-01-28 $199.5M 51 0000892712-26-000048