Brentt Hoover

Spectrum Planning & Advisory Services Inc.

Assets Managed

$223.463M

Holdings

120

Last Quarter

2026 - Q2

Filed Date

7d ago

Growth Rate

10.59%(2Q avg: 7.27%)

Sustained Growth

10 quarters

Portfolio positions

This chart displays the top 10 holdings in Spectrum Planning & Advisory Services Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 120 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 10 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 223.463M in assets, with a quarterly growth rate of 10.59% and a 2-quarter average growth rate of 7.27%. The portfolio is managed by Brentt Hoover, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 136.98%	6.98%	$15.594M 177,442 shares@ $87.88 avg price	Increased 136.98%
BIL Spdr Bloomberg 1-3 Month T-b Recent Activity Increased 1.36%	6.49%	$14.485M 158,068 shares@ $91.65 avg price	Increased 1.36%
SGOV Ishares 0-3 Month Treasury B Recent Activity Increased 4.25%	5.76%	$12.854M 127,682 shares@ $100.68 avg price	Increased 4.25%
JPST Jpmorgan Ultra-short Income Recent Activity Increased 0.78%	5.02%	$11.2M 221,477 shares@ $50.58 avg price	Increased 0.78%
IVW Ishares S&p 500 Growth Etf Recent Activity Increased 0.71%	4.34%	$9.691M 70,464 shares@ $137.54 avg price	Increased 0.71%
CORO Ish Intl Ctry Rot Act Etf Recent Activity Increased 7.4%	4.16%	$9.29M 253,825 shares@ $36.6 avg price	Increased 7.4%
DYNF Ishrs Us E F R A Etf-usd Inc Recent Activity Increased 1.56%	4.08%	$9.114M 134,007 shares@ $68.02 avg price	Increased 1.56%
VUSB Vanguard Ultra Short Bond Et Recent Activity Increased 26.06%	3.99%	$8.912M 179,021 shares@ $49.78 avg price	Increased 26.06%
MINT Pimco Enhanced Short Maturit Recent Activity Increased 29.64%	3.46%	$7.725M 76,633 shares@ $100.82 avg price	Increased 29.64%
BLCV Ishares Large Cap Val Act Recent Activity Decreased -18.9%	3.1%	$6.908M 167,230 shares@ $41.31 avg price	Decreased -18.9%

1-10 of 120