Spectrum Strategic Capital Management, LLC Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$188.2M

Holdings

78

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (78 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
34,118$23.3M12.36%
2
ITOTISHARES TR
94,222$14.0M7.45%
3
AQLTISHARES TR
433,752$10.0M5.31%
4
NDQINVESCO QQQ TR
15,670$9.6M5.12%
5
SHYISHARES TR
107,339$8.9M4.72%
6
VEAVANGUARD TAX-MANAGED FDS
119,317$7.5M3.96%
7
AAPLAPPLE INC
25,460$6.9M3.68%
8
NVDANVIDIA CORPORATION
34,757$6.5M3.44%
9
IAUMISHARES GOLD TR
150,411$6.5M3.44%
10
MSFTMICROSOFT CORP
12,719$6.2M3.27%
11
GOOGLALPHABET INC
17,748$5.6M2.95%
12
IVVISHARES TR
8,079$5.5M2.94%
13
AMZNAMAZON COM INC
18,195$4.2M2.23%
14
IEFISHARES TR
38,129$3.7M1.95%
15
SPYMSPDR SERIES TRUST
44,865$3.6M1.91%
16
SGOVISHARES TR
35,857$3.6M1.91%
17
TLTISHARES TR
40,807$3.6M1.89%
18
PPAINVESCO EXCHANGE TRADED FD T
16,374$2.6M1.36%
19
EPOLISHARES TR
69,169$2.4M1.29%
20
METAMETA PLATFORMS INC
3,480$2.3M1.22%
21
KDEFEXCHANGE LISTED FDS TR
51,687$2.3M1.21%
22
FBTCFIDELITY WISE ORIGIN BITCOIN
27,856$2.1M1.13%
23
JPMJPMORGAN CHASE & CO.
5,582$1.8M0.96%
24
XLESELECT SECTOR SPDR TR
37,484$1.7M0.89%
25
KBAKRANESHARES TRUST
53,643$1.7M0.88%
26
LQDISHARES TR
15,013$1.7M0.88%
27
KOIDKRANESHARES TRUST
51,831$1.6M0.88%
28
EWSISHARES INC
57,990$1.6M0.85%
29
ETHAISHARES ETHEREUM TR
68,321$1.5M0.81%
30
AMDADVANCED MICRO DEVICES INC
6,610$1.4M0.75%
31
KWEBKRANESHARES TRUST
41,502$1.4M0.75%
32
REMXVANECK ETF TRUST
17,245$1.3M0.68%
33
JBSJBS N.V.
83,526$1.2M0.64%
34
CVXCHEVRON CORP NEW
7,894$1.2M0.64%
35
BRK/BBERKSHIRE HATHAWAY INC DEL
2,347$1.2M0.63%
36
ZGNERMENEGILDO ZEGNA N V
111,572$1.1M0.61%
37
JNJJOHNSON & JOHNSON
5,317$1.1M0.58%
38
COFCAPITAL ONE FINL CORP
4,493$1.1M0.58%
39
URAGLOBAL X FDS
24,969$1.1M0.57%
40
LNGCHENIERE ENERGY INC
5,207$1.0M0.54%
41
NCLHNORWEGIAN CRUISE LINE HLDG L
45,378$1.0M0.54%
42
ABTABBOTT LABS
7,981$999K0.53%
43
HSYHERSHEY CO
5,473$995K0.53%
44
MTUMISHARES TR
3,979$995K0.53%
45
NFLXNETFLIX INC
10,382$973K0.52%
46
EMEEMCOR GROUP INC
1,586$970K0.52%
47
BUGGLOBAL X FDS
31,252$951K0.51%
48
QQQMINVESCO EXCH TRADED FD TR II
3,254$823K0.44%
49
T7DTRANSDIGM GROUP INC
607$807K0.43%
50
ENSGENSIGN GROUP INC
4,185$729K0.39%
51
CDNSCADENCE DESIGN SYSTEM INC
2,208$690K0.37%
52
DGDOLLAR GEN CORP NEW
4,808$638K0.34%
53
TAT&T INC
24,670$612K0.33%
54
DOCNDIGITALOCEAN HLDGS INC
12,594$606K0.32%
55
ENSENERSYS
4,075$598K0.32%
56
GEVGE VERNOVA INC
906$592K0.31%
57
PEPPEPSICO INC
4,045$580K0.31%
58
DWDMORGAN STANLEY
3,229$573K0.30%
59
MTGMGIC INVT CORP WIS
19,459$568K0.30%
60
VWOVANGUARD INTL EQUITY INDEX F
10,404$559K0.30%
61
KOCOCA COLA CO
7,885$551K0.29%
62
PLDPROLOGIS INC.
4,129$527K0.28%
63
VLOVALERO ENERGY CORP
3,169$515K0.27%
64
NEENEXTERA ENERGY INC
6,366$511K0.27%
65
AEPAMERICAN ELEC PWR CO INC
4,408$508K0.27%
66
XOMEXXON MOBIL CORP
4,212$506K0.27%
67
APDAIR PRODS & CHEMS INC
2,005$495K0.26%
68
SHWSHERWIN WILLIAMS CO
1,525$494K0.26%
69
CALFPACER FDS TR
10,303$457K0.24%
70
IXUSISHARES TR
5,266$445K0.24%
71
OLEDUNIVERSAL DISPLAY CORP
3,767$439K0.23%
72
YUMYUM BRANDS INC
2,777$420K0.22%
73
LRCXLAM RESEARCH CORP
2,270$388K0.21%
74
USIGISHARES TR
6,984$361K0.19%
75
IEMGISHARES INC
3,995$268K0.14%
76
SPHYSPDR SERIES TRUST
10,185$241K0.13%
77
TRMBTRIMBLE INC
3,000$235K0.12%
78
COWZPACER FDS TR
3,352$201K0.11%