Spectrum Investment Advisors, Inc.
•CIK: 1856042•Filing: Q4 2025
**Spectrum Investment Advisors, Inc.** manages $200M across a diversified portfolio of 51 positions. The firm maintains significant exposure to US equity quality, evidenced by top holdings including DFAU at $29.1M and FELG at $27.0M. Notable allocations also include broad market exposure via VOO ($21.5M) and DFAI ($21.2M), alongside fixed income plays in GOVI ($12.5M). This structure suggests a tactical approach balancing growth equities with defensive and international mandates.
Total AUM
$199.5M
QoQ Performance
+8.0%
Positions
40
Top 10 Concentration
82.9%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAU
FELG
VOO
DFAI
IXUS
GOVI
MBB
DFAU14.6%
FELG13.5%
VOO10.8%
DFAI10.6%
IXUS8.6%
GOVI6.3%
MBB6.1%
VBR4.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.1%
ETF11.0%
Technology4.3%
Healthcare0.8%
Consumer0.7%
Financial0.6%
Consumer Staples0.3%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW24 new positions
↑20 increased
↓5 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023