Spectrum Wealth Advisory Group, LLC has disclosed its quarterly holdings in a recent filing, showcasing a total value of approximately $353.98 million as of September 30, 2026. This report is significant as it provides insights into the firm's investment strategies and positions in the financial advisory sector.

The filing, dated October 29, 2026, reveals that Spectrum Wealth Advisory Group has made substantial investments in several high-profile companies. Notable holdings include:

  • Alphabet Inc: $2,119,536
  • Amazon.com Inc: $2,302,399
  • Apple Inc: $10,742,097
  • Meta Platforms Inc: $356,371
  • NVIDIA Corp: $1,746,807

This filing is part of Spectrum's ongoing reporting obligations under Section 13(f) of the Securities Exchange Act of 1934, which requires institutional investment managers to disclose their equity holdings on a quarterly basis.

Background

Spectrum Wealth Advisory Group, LLC, based in Granite Bay, California, is a financial advisory firm that provides investment management and financial planning services. The firm was incorporated in California and operates under the Central Index Key (CIK) number 0001776821. Its recent filings include various forms, primarily focusing on 13F-HR reports, which detail the firm's investment holdings.

What the Filing Says

The latest 13F-HR filing indicates that Spectrum Wealth Advisory Group holds a total of 75 positions in various companies. The report specifies that the total value of these holdings is $353,981,986. The firm has reported that it exercises sole investment discretion over these assets, meaning it has full control over the investment decisions related to these holdings.

Impact

This filing may impact clients and potential investors as it highlights the firm's investment strategy and asset allocation. The significant stakes in major technology companies suggest a bullish outlook on the tech sector. Competitors in the financial advisory industry will also analyze this report to understand market trends and client preferences.

What's Next

The filing does not specify what happens next regarding the firm's investment strategies or any upcoming changes in management. However, stakeholders will likely monitor future filings for updates on performance and strategic shifts.

For more details, the filing can be accessed through the SEC's EDGAR database, accession number 0002073679-26-000171.