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Brentt Hoover

Spectrum Planning & Advisory Services Inc.

Assets Managed
$202.065M
Holdings
114
Last Quarter
2026 - Q1
Filed Date
2mo 16d ago
Growth Rate
3.94%(2Q avg: 6.84%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Spectrum Planning & Advisory Services Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 114 positions.

Assets under management

The assets under management (AUM) of Spectrum Planning & Advisory Services Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 202.065M in assets, with a quarterly growth rate of 3.94% and a 2-quarter average growth rate of 6.84%. The portfolio is managed by Brentt Hoover, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -5.54%
7.08%
$14.292M
155,958 shares@ $91.65 avg price
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Decreased -6.13%
6.11%
$12.329M
122,479 shares@ $100.67 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Decreased -13.09%
5.51%
$11.122M
219,764 shares@ $50.61 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Increased 3.03%
3.92%
$7.915M
69,972 shares@ $113.12 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -13.81%
3.8%
$7.677M
131,958 shares@ $58.18 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
New Position
3.77%
$7.599M
236,349 shares@ $32.16 avg price
BLCV
Ishares Large Cap Val Act
Recent Activity
New Position
3.69%
$7.447M
206,208 shares@ $36.12 avg price
VUSB
Vanguard Ultra Short Bond Et
Recent Activity
New Position
3.5%
$7.071M
142,021 shares@ $49.79 avg price
MINT
Pimco Enhanced Short Maturit
Recent Activity
New Position
2.95%
$5.945M
59,113 shares@ $100.57 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -31.62%
2.88%
$5.8M
83,151 shares@ $69.75 avg price

1-10 of 114