Long-term investor
Spectrum Wealth Advisory Group, LLC @spectrumwealthadvisorygr
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001776821).
Record
- Tracked since 2025-06-30 (434 days), 81 trades recorded
- Returns: week n/a · month n/a · 90 days +14.4% · 6 months +13.2% · 1 year +21.3% · all +21.3%
- Max drawdown -2.5% · Sharpe 1.03 · win rate 40% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- QQQM · 12.5% · long · since 2025-06-30
- JQUA · 11.0% · long · since 2025-06-30
- RECS · 10.6% · long · since 2025-06-30
- FLCC · 8.4% · long · since 2026-06-30
- MFSI · 5.5% · long · since 2025-12-31
- JHMD · 5.4% · long · since 2025-09-30
- 46090E103 · 5.3% · long · since 2025-06-30
- RDVY · 4.9% · long · since 2025-06-30
- FLXR · 4.4% · long · since 2025-09-30
- AAPL · 2.7% · long · since 2025-06-30
- IUSG · 2.4% · long · since 2025-06-30
- SPTI · 1.9% · long · since 2025-06-30