Spectrum Investment Advisors, Inc.

CIK 0001856042 • 6 13F filings • Apr 23, 2025 – Jul 30, 2026

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Filer information

Filed by: Spectrum Investment Advisors, Inc., Chief Investment Officer
Address: 6329 WEST MEQUON ROAD, MEQUON, WI, 53092
Phone: 262-238-4010
AUM: $199.5M

AUM over time

$244.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsOther

Holdings by filing

Portfolio value: $201.3M46 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$290K	0.1%	2,826 SH	New
ABBVIE INC	COM	$720K	0.4%Prev: 0.4%	3,312 SH	Increased+562 SH
ALPHABET INC	CAP STK CL C	$230K	0.1%	802 SH	New
ALPS ETF TR	SMITH CORE PLUS	$5.0M	2.5%Prev: 2.8%	194,520 SH	Increased+28,976 SH
AMAZON COM INC	COM	$396K	0.2%	1,899 SH	New
APPLE INC	COM	$2.4M	1.2%Prev: 0.6%	9,637 SH	Increased+5,174 SH
AT&T INC	COM	$237K	0.1%	8,185 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$865K	0.4%Prev: 0.7%	1,806 SH	Decreased-109 SH
BROADCOM INC	COM	$440K	0.2%	1,423 SH	New
COSTCO WHOLESALE CORPORATION	COM	$283K	0.1%	284 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$9.9M	4.9%Prev: 4.5%	293,208 SH	Increased+22,400 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$22.4M	11.1%Prev: 10.9%	574,320 SH	Increased+31,646 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$29.2M	14.5%Prev: 15.0%	646,425 SH	Increased+42,595 SH
ELI LILLY & CO	COM	$205K	0.1%	222 SH	New
FIDELITY COMWLTH TR	NASDAQ COMPSIT	$232K	0.1%	2,729 SH	New
FIDELITY COVINGTON TRUST	ENHANCED LARGE	$25.1M	12.5%Prev: 13.5%	670,802 SH	Increased+7,349 SH
FIDELITY COVINGTON TRUST	VLU FACTOR ETF	$1.1M	0.6%Prev: 0.5%	16,173 SH	Increased+1,933 SH
FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$5.1M	2.5%Prev: 2.8%	111,328 SH	Increased+16,694 SH
FIDELITY NATL INFORMATION SV	COM	$983K	0.5%	20,947 SH	New
INVESCO EXCH TRADED FD TR II	EQUAL WEGT 0-30	$13.2M	6.5%Prev: 7.5%	482,813 SH	Increased+64,680 SH
ISHARES TR	CORE MSCI TOTAL	$18.3M	9.1%Prev: 8.9%	210,797 SH	Increased+12,684 SH
ISHARES TR	MBS ETF	$12.8M	6.3%Prev: 8.1%	134,513 SH	Increased+515 SH
ISHARES TR	NATIONAL MUN ETF	$739K	0.4%Prev: 0.6%	6,960 SH	Decreased-1,299 SH
JPMORGAN CHASE & CO	COM	$207K	0.1%	705 SH	New
MCDONALDS CORP	COM	$299K	0.1%	961 SH	New
MERCK & CO INC	COM	$251K	0.1%	2,083 SH	New
MICROSOFT CORP	COM	$634K	0.3%Prev: 0.3%	1,712 SH	Increased+438 SH
NEXTERA ENERGY INC	COM	$233K	0.1%	2,509 SH	New
NVIDIA CORPORATION	COM	$2.0M	1.0%Prev: 0.1%	11,317 SH	Increased+9,330 SH
ORACLE CORP	COM	$1.5M	0.7%	10,068 SH	New
PEPSICO INC	COM	$674K	0.3%	4,338 SH	New
PIONEER PWR SOLUTIONS INC	COM NEW	$447K	0.2%	137,500 SH	New
PULTE GROUP INC	COM	$235K	0.1%	2,000 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$525K	0.3%	807 SH	New
TESLA INC	COM	$469K	0.2%	1,261 SH	New
TEXAS INSTRS INC	COM	$391K	0.2%	2,016 SH	New
US BANCORP	COM NEW	$239K	0.1%	4,601 SH	New
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.2M	0.6%	6,248 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$6.0M	3.0%Prev: 3.2%	21,019 SH	Increased+1,620 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$21.0M	10.4%Prev: 11.6%	35,134 SH	Increased+11 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$10.2M	5.1%Prev: 5.0%	46,818 SH	Increased+5,550 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$366K	0.2%Prev: 0.1%	1,141 SH	Increased+320 SH
VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$3.3M	1.7%Prev: 1.7%	30,508 SH	Increased+2,549 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$268K	0.1%	1,246 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$209K	0.1%	1,411 SH	New
WEC ENERGY GROUP INC	COM	$559K	0.3%	4,825 SH	New

Sold (vs prior filing)

ABBOTT LABS — $332K
COSTCO WHSL CORP NEW — $230K
SPDR S&P 500 ETF TR — $271K
VANGUARD ADMIRAL FDS INC — $843K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 28, 2026	Q4 2025	13F-HR	0000892712-26-000048	$199.5M	View
Nov 6, 2025	Q3 2025	13F-HR	0000892712-25-000134	$184.7M	View
Jul 30, 2026	Q2 2026