Current Market Value 214,952,073
Current Holdings 62
Most Recent File Date 2025-08-12
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Spectrum Wealth Advisory Group, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-12 2025-06-30 13F-HR 62 214,952
2025-05-15 2025-03-31 13F-HR 57 208,392
2025-01-31 2024-12-31 13F-HR 56 212,123
2024-11-07 2024-09-30 13F-HR 45 178,314
2024-08-07 2024-06-30 13F-HR 36 93,510
2024-04-18 2024-03-31 13F-HR 31 86,932
2024-01-25 2023-12-31 13F-HR 31 81,044
2023-10-25 2023-09-30 13F-HR 30 72,282
2023-07-20 2023-06-30 13F-HR 31 75,457
2023-05-10 2023-03-31 13F-HR 31 74,192
2023-01-25 2022-12-31 13F-HR 30 71,823
2022-10-24 2022-09-30 13F-HR 37 79,611
2022-07-29 2022-06-30 13F-HR 43 89,684
2022-04-22 2022-03-31 13F-HR 46 103,707
2022-02-10 2021-12-31 13F-HR 49 112,297
2021-10-15 2021-09-30 13F-HR 42 101,326
2021-07-27 2021-06-30 13F-HR 44 102,155
2021-04-19 2021-03-31 13F-HR 39 104,708
2021-01-19 2020-12-31 13F-HR 35 88,539
2020-10-23 2020-09-30 13F-HR 43 155,976
2020-07-15 2020-06-30 13F-HR 33 70,816
2020-04-21 2020-03-31 13F-HR 27 46,243
2020-01-23 2019-12-31 13F-HR 27 55,850
2019-11-08 2019-09-30 13F-HR 26 50,324
2019-08-07 2019-06-30 13F-HR 33 48,963
2019-05-23 2019-03-31 13F-HR 32 63,956