CIK 1856042
Spectrum Investment Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
51
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 51
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 621K | $1M+ | SH |
| FELG | FIDELITY COVINGTON TRUST | 647K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 34K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 556K | $1M+ | SH |
| IXUS | ISHARES TR | 204K | $1M+ | SH |
| GOVI | INVESCO EXCH TRADED FD TR II | 454K | $1M+ | SH |
| MBB | ISHARES TR | 127K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 45K | $1M+ | SH |
| DFAE | DIMENSIONAL ETF TRUST | 288K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 20K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 104K | $1M+ | SH |
| SMTH | ALPS ETF TR | 181K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 29K | $1M+ | SH |
| AAPL | APPLE INC | 9K | $1M+ | SH |
| ORCL | ORACLE CORP | 10K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 10K | $1M+ | SH |
| FVAL | FIDELITY COVINGTON TRUST | 15K | $1M+ | SH |
| VOE | VANGUARD INDEX FDS | 6K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| MUB | ISHARES TR | 9K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| ABBV | ABBVIE INC | 3K | $500K+ | SH |
| PPSI | PIONEER PWR SOLUTIONS INC | 138K | $500K+ | SH |
| PEP | PEPSICO INC | 4K | $500K+ | SH |
| TSLA | TESLA INC | 1K | $500K+ | SH |
| WEC | WEC ENERGY GROUP INC | 5K | $500K+ | SH |
| SPY | SPDR S&P 500 ETF TR | 707 | $100K–$500K | SH |
| AVGO | BROADCOM INC | 1K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 2K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| TXN | TEXAS INSTRS INC | 2K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| JPM | JPMORGAN CHASE & CO. | 1K | $100K–$500K | SH |
| VYM | VANGUARD WHITEHALL FDS | 2K | $100K–$500K | SH |
| SCHV | SCHWAB STRATEGIC TR | 9K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 863 | $100K–$500K | SH |
| GOOG | ALPHABET INC | 828 | $100K–$500K | SH |
| ONEQ | FIDELITY COMWLTH TR | 3K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 275 | $100K–$500K | SH |
| PHM | PULTE GROUP INC | 2K | $100K–$500K | SH |
| MGK | VANGUARD WORLD FD | 567 | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 213 | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| GOOGL | ALPHABET INC | 724 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 2K | $100K–$500K | SH |
| META | META PLATFORMS INC | 306 | $100K–$500K | SH |
| T | AT&T INC | 8K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 3K | $100K–$500K | SH |