Spectrum Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Spectrum Investment Advisors, Inc.Investment ActivitySpectrum Investment Advisors, Inc. has $154.95 million in total holdings as of March 31, 2025.Spectrum Investment Advisors, Inc. owns shares of 25 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 6.08% of the portfolio was purchased this quarter.About 0.75% of the portfolio was sold this quarter.This quarter, Spectrum Investment Advisors, Inc. has purchased 27 new stocks and bought additional shares in 15 stocks.Spectrum Investment Advisors, Inc. sold shares of 9 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $23,211,242FIDELITY COVINGTON TRUST $20,898,759Vanguard S&P 500 ETF $18,049,927Dimensional International Core Equity Market ETF $16,947,703iShares Core MSCI Total International Stock ETF $13,830,266 Largest New Holdings this Quarter 25434V302 - Dimensional Emerging Core Equity Market ETF $7,011,227 Holding Largest Purchases this Quarter Dimensional Emerging Core Equity Market ETF 270,808 shares (about $7.01M)INVESCO EXCH TRADED FD TR II 18,428 shares (about $512.67K)iShares MBS ETF 4,341 shares (about $407.10K)Dimensional International Core Equity Market ETF 10,693 shares (about $333.94K)iShares Core MSCI Total International Stock ETF 4,438 shares (about $309.82K) Largest Sales this Quarter NVIDIA 2,085 shares (about $225.99K)Vanguard S&P 500 ETF 128 shares (about $65.78K)Microsoft 137 shares (about $51.41K)Berkshire Hathaway 84 shares (about $44.74K)FIDELITY COVINGTON TRUST 1,315 shares (about $41.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpectrum Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$23,211,242$192,162 ▲0.8%603,83015.0%ETFFIDELITY COVINGTON TRUST$20,898,759$41,422 ▼-0.2%663,45313.5%ENHANCED LARGEVOOVanguard S&P 500 ETF$18,049,927$65,780 ▼-0.4%35,12311.6%ETFDFAIDimensional International Core Equity Market ETF$16,947,703$333,942 ▲2.0%542,67410.9%ETFIXUSiShares Core MSCI Total International Stock ETF$13,830,266$309,817 ▲2.3%198,1138.9%ManufacturingMBBiShares MBS ETF$12,566,319$407,099 ▲3.3%133,9988.1%ETFINVESCO EXCH TRADED FD TR II$11,632,460$512,667 ▲4.6%418,1337.5%EQUAL WEGT 0-30VBRVanguard Small-Cap Value ETF$7,687,801$182,750 ▲2.4%41,2685.0%ETFDFAEDimensional Emerging Core Equity Market ETF$7,011,227$7,011,227 ▲New Holding270,8084.5%ETFVOVanguard Mid-Cap ETF$5,017,045$189,054 ▲3.9%19,3993.2%ETFFBNDFidelity Total Bond ETF$4,320,047$103,991 ▲2.5%94,6342.8%ETFALPS ETF TR$4,285,110$100,253 ▲2.4%165,5442.8%SMITH CORE PLUSVONGVanguard Russell 1000 Growth ETF$2,594,347$17,909 ▲0.7%27,9591.7%ETFBRK.BBerkshire Hathaway$1,019,891$44,737 ▼-4.2%1,9150.7%FinanceAAPLApple$991,451$9,775 ▲1.0%4,4630.6%Computer and TechnologyMUBiShares National Muni Bond ETF$870,795$1,265 ▲0.1%8,2590.6%ETFFVALFidelity Value Factor ETF$848,553$18,890 ▲2.3%14,2400.5%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$843,404$31,019 ▲3.8%9,1630.5%ETFABBVAbbVie$576,164$11,104 ▼-1.9%2,7500.4%MedicalMSFTMicrosoft$478,102$51,413 ▼-9.7%1,2740.3%Computer and TechnologyABTAbbott Laboratories$331,631$5,571 ▼-1.7%2,5000.2%MedicalSPYSPDR S&P 500 ETF Trust$271,010$27,997 ▼-9.4%4840.2%FinanceCOSTCostco Wholesale$229,614$28,347 ▼-11.0%2430.1%Retail/WholesaleVTIVanguard Total Stock Market ETF$225,657$3,573 ▲1.6%8210.1%ETFNVDANVIDIA$215,366$225,988 ▼-51.2%1,9870.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$0$235,192 ▼-100.0%00.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$0$221,133 ▼-100.0%00.0%FinanceJPMJPMorgan Chase & Co.$0$210,459 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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