Spectrum Planning & Advisory Services Inc. - Q42025 Holdings

Spectrum Planning & Advisory Services Inc. holds 113 stocks with a total portfolio value of $ 194.41M as of Q42025. In Q42025, Spectrum Planning & Advisory Services Inc. added 10 new positions, increased stakes in 64 stocks, reduced 28 holdings, and fully exited 2 positions. The largest holding is Spdr Series Trust (BIL), representing 7.76% of the total portfolio.