Spectrum Wealth Advisory Group, LLC
•CIK: 1776821•Filing: Q4 2025
**Spectrum Wealth Advisory Group, LLC** manages $272M across a diversified portfolio of 57 positions. The strategy exhibits significant concentration in select names, notably allocating $37.2M to RDVY and $33.5M to JQUA. Further substantial exposure includes RECS at $33.3M, followed by SDVY at $19.8M. This top-ten concentration highlights a tactical focus across technology and specialized sectors.
Total AUM
$272.0M
QoQ Performance
+12.3%
Positions
42
Top 10 Concentration
72.0%
Latest Filing
Q4 2025
Top Holdings Allocation
RDVY
JQUA
RECS
SDVY
NDQ
FLXR
RDVY13.7%
JQUA12.3%
RECS12.3%
SDVY7.3%
NDQ5.9%
FLXR5.5%
QQQM4.5%
JHMD3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other90.4%
Technology6.0%
ETF1.7%
Consumer1.1%
Utilities0.3%
Communication0.3%
Financial0.1%
🚪 Exited Positionssold since Q3 2025
+5 more exited positions
Changes from Q3 2025
NEW2 new positions
↑25 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023