Spectrum Planning & Advisory Services Inc.
RIA/Wealth
Spectrum Planning & Advisory Services Inc. is a RIA/Wealth based in San Diego, CA led by Brentt Allen Hoover, reporting $184.2M in AUM as of Q3 2025 with 77% ETF concentration and minimal technology exposure.
CEOBrentt Allen Hoover
- Portfolio Value
- $174.0M
- Positions
- 104
- Top Holding
- SGOV at 7.15%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Spectrum Planning & Advisory Services Inc.'s portfolio (46.5% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $12.4M | 7.15% | +$2.0M Bought | — 123.5K shares | |
ETF ETF | $11.6M | 6.67% | +$2.0M Bought | — 228.8K shares | |
ETF ETF | $9.0M | 5.18% | +$1.5M Bought | — 152.2K shares | |
ETF ETF | $8.2M | 4.70% | -$251.7K Sold | — 42.0K shares | |
ETF ETF | $8.1M | 4.66% | -$136.6K Sold | — 119.4K shares | |
ETF ETF | $7.6M | 4.35% | -$668.9K Sold | — 62.6K shares | |
ETF ETF | $6.8M | 3.93% | +$3.8M Bought | — 103.7K shares | |
ETF ETF | $5.8M | 3.36% | +$1.9M Bought | — 63.7K shares | |
ETF ETF | $5.8M | 3.32% | -$372.6K Sold | — 73.6K shares | |
ETF ETF | $5.5M | 3.19% | +$569.3K Bought | — 154.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Spectrum Planning & Advisory Services Inc.'s latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
-72.87% | |
-66.16% | |
-65.96% | |
-34.83% |
Analytics
Portfolio insights and performance metrics for Spectrum Planning & Advisory Services Inc.
GthenA