Fund Holdings

Spectrum Strategic Capital Management, LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SPDR S&P 500 ETF(SPY)034,285+34,285022,296,90712.00%+22,296,907
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF091,263+91,263012,998,6087.00%+12,998,608
INVESCO QQQ TRUST SERIES I016,235+16,23509,370,2575.04%+9,370,257
ISHARES U.S. TREASURY BOND ETF
US TREAS BD ETF
0401,593+401,59309,200,4894.95%+9,200,489
ISHARES 1-3 YEAR TREASURY BOND ETF0106,551+106,55108,797,9164.74%+8,797,916
VANGUARD FTSE DEVELOPED MARKETS ETF0132,638+132,63808,499,4434.57%+8,499,443
ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST(IAU)0147,489+147,48906,887,7133.71%+6,887,713
APPLE INC(AAPL)026,206+26,20606,650,9293.58%+6,650,929
NVIDIA CORPORATION COM(NVDA)035,281+35,28106,153,0273.31%+6,153,027
ISHARES 0-3 MONTH TREASURY BOND ETF083,537+83,53706,069,7543.27%+6,069,754
MICROSOFT(MSFT)013,984+13,98405,176,5082.79%+5,176,508
GOOGLE INC(GOOG)017,438+17,43805,014,6002.70%+5,014,600
ISHARES S&P 500 INDEX07,649+7,64904,996,7022.69%+4,996,702
ISHARES 7-10 YEAR TREASURY BOND ETF043,849+43,84904,184,9532.25%+4,184,953
AMAZON.COM INC(AMZN)018,559+18,55903,865,1792.08%+3,865,179
ISHARES 20 YR TREASURY ETF039,899+39,89903,458,8011.86%+3,458,801
STATE STREET SPDR PORTFOLIO S&P 500 ETF
ST STR P500ETF
043,081+43,08103,297,4471.77%+3,297,447
INVESCO AEROSPACE & DEFENSE ETF
AEROSPACE DEFN
016,142+16,14202,674,6641.44%+2,674,664
ISHARES MSCI POLAND ETF
MSCI POLAND ETF
070,646+70,64602,572,2211.38%+2,572,221
STATE STREET ENERGY SELECT SECTOR SPDR ETF
ST STR ENERG ETF
034,955+34,95502,141,3131.15%+2,141,313
META PLATFORMS INC CL A(META)03,566+3,56602,040,2511.10%+2,040,251
FIDELITY WISE ORIGIN BITCOIN FUND(FBTC)031,620+31,62001,866,5081.00%+1,866,508
ISHARES MSCI SINGAPORE INDEX FD
MSCI SINGPOR ETF
059,776+59,77601,686,8790.91%+1,686,879
JPMORGAN CHASE & CO COM(JPM)05,722+5,72201,683,1370.91%+1,683,137
KRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF055,352+55,35201,674,9520.90%+1,674,952
KRANESHARES GLOBAL HUMANOID AND EMBODIED INTELLIGENCE INDEX ETF052,668+52,66801,643,2420.88%+1,643,242
CHEVRON CORPORATION COM(CVX)07,526+7,52601,557,1120.84%+1,557,112
JBS N.V. CL A SHS(JBS)083,290+83,29001,495,8880.81%+1,495,888
VANECK RARE EARTH AND STRATEGIC METALS ETF
RARE EAR STR ETF
016,898+16,89801,487,0240.80%+1,487,024
CHENIERE ENERGY INC(LNG)05,107+5,10701,449,2950.78%+1,449,295
ISHARES ETHEREUM TRUST ETF(ETHA)088,584+88,58401,402,2850.75%+1,402,285
ISHARES IBOXX CORPORATE BOND ETF012,399+12,39901,351,4090.73%+1,351,409
ADVANCED MICRO DEVICES INC COM(AMD)06,569+6,56901,336,2790.72%+1,336,279
KRANESHARES CSI CHINA INTERNET ETF045,776+45,77601,301,4120.70%+1,301,412
GLOBAL X URANIUM ETF
GLOBAL X URANIUM
026,585+26,58501,287,5120.69%+1,287,512
JOHNSON & JOHNSON COM(JNJ)05,204+5,20401,272,0660.68%+1,272,066
ERMENEGILDO ZEGNA N V ORD SHS
ORD SHS
0114,322+114,32201,191,2350.64%+1,191,235
EMCOR GROUP INC COM(EME)01,589+1,58901,173,1750.63%+1,173,175
BERKSHIRE HATHAWAY INC DEL CL B NEW02,366+2,36601,133,7870.61%+1,133,787
HERSHEY CO COM(HSY)05,391+5,39101,120,7350.60%+1,120,735
NETFLIX INC. COM(NFLX)011,460+11,46001,101,8790.59%+1,101,879
ISHARES MSCI USA MOMENTUM FACTOR ETF
MSCI USA MMENTM
04,178+4,17801,002,6780.54%+1,002,678
DIGITALOCEAN HLDGS INC COM(DOCN)010,855+10,8550931,1420.50%+931,142
CAPITAL ONE FINANCIAL CORP(COF)04,813+4,8130878,0360.47%+878,036
ABBOTT LABORATORIES COM08,537+8,5370876,4940.47%+876,494
ENSIGN GROUP INC COM(ENSG)04,272+4,2720860,8080.46%+860,808
GLOBAL X CYBERSECURITY ETF
CYBRSCURTY ETF
034,123+34,1230856,8290.46%+856,829
NORWEGIAN CRUISE LINE HLDGS LT SHS
SHS
045,601+45,6010852,7290.46%+852,729
VALERO ENERGY CORP(VLO)03,074+3,0740759,5240.41%+759,524
INVESCO NASDAQ 100 ETF
NASDAQ 100 ETF
03,149+3,1490748,3000.40%+748,300
TRANSDIGM GROUP INC COM(TDG)0633+6330733,6220.39%+733,622
EXXON MOBIL CORP COM04,212+4,2120714,6080.38%+714,608
GE VERNOVA INC COM(GEV)0800+8000698,3200.38%+698,320
AT&T INC COM(T)023,809+23,8090690,2290.37%+690,229
ENERSYS COM(ENS)03,872+3,8720672,6440.36%+672,644
BLUEROCK PVT REAL ESTATE FD COM(BPRE)039,929+39,9290663,2230.36%+663,223
CADENCE DESIGN SYSTEM INC COM(CDNS)02,355+2,3550654,3840.35%+654,384
NEXTERA ENERGY INC COM(NEE)06,520+6,5200605,5780.33%+605,578
COCA COLA CO COM(KO)07,947+7,9470604,3350.33%+604,335
AIR PRODUCTS AND CHEMICALS INC COM02,046+2,0460594,3430.32%+594,343
AMERICAN ELEC PWR CO INC COM04,517+4,5170592,0880.32%+592,088
VANGUARD FTSE EMERGING MARKETS ETF010,796+10,7960583,5240.31%+583,524
PROLOGIS INC. COM(PLD)04,247+4,2470561,3680.30%+561,368
MORGAN STANLEY(MS)03,326+3,3260547,3600.29%+547,360
DOLLAR GEN CORP COM(DG)04,564+4,5640541,8840.29%+541,884
MGIC INVT CORP WIS COM(MTG)020,154+20,1540529,0430.28%+529,043
SHERWIN WILLIAMS CO COM(SHW)01,575+1,5750504,8660.27%+504,866
PACER US SMALL CAP CASH COWS ETF
US SM CAP CA ETF
010,718+10,7180480,9170.26%+480,917
PEPSICO INC COM(PEP)03,050+3,0500473,6350.25%+473,635
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
CORE MSCI TOTAL
04,727+4,7270409,5420.22%+409,542
UNIVERSAL DISPLAY CORP COM(OLED)04,221+4,2210386,8970.21%+386,897
YUM! BRANDS INC(YUM)02,451+2,4510381,0810.21%+381,081
ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF06,998+6,9980358,5080.19%+358,508
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
03,532+3,5320246,3250.13%+246,325
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF
ST PORT HIGH ETF
010,128+10,1280236,1850.13%+236,185
PACER FDS TR
US CASH COWS 100
3,3520-3,352201,7170-201,717
TRIMBLE INC(TRMB)3,0000-3,000235,0500-235,050
SPDR SERIES TRUST
ST PORT HIGH ETF
10,1850-10,185241,0790-241,079
ISHARES INC
CORE MSCI EMKT
3,9950-3,995268,5130-268,513
ISHARES TR6,9840-6,984361,5620-361,562
LAM RESEARCH CORP(LRCX)2,2700-2,270388,5790-388,579
YUM BRANDS INC(YUM)2,7770-2,777420,1050-420,105
UNIVERSAL DISPLAY CORP(OLED)3,7670-3,767439,9100-439,910
ISHARES TR
CORE MSCI TOTAL
5,2660-5,266445,7090-445,709
PACER FDS TR
US SM CAP CA ETF
10,3030-10,303457,1440-457,144
SHERWIN WILLIAMS CO(SHW)1,5250-1,525494,1460-494,146
AIR PRODS & CHEMS INC2,0050-2,005495,2750-495,275
EXXON MOBIL CORP4,2120-4,212506,8720-506,872
AMERICAN ELEC PWR CO INC4,4080-4,408508,2860-508,286
NEXTERA ENERGY INC(NEE)6,3660-6,366511,0620-511,062
VALERO ENERGY CORP(VLO)3,1690-3,169515,8820-515,882
PROLOGIS INC.(PLD)4,1290-4,129527,1080-527,108
COCA COLA CO(KO)7,8850-7,885551,2090-551,209
VANGUARD INTL EQUITY INDEX F10,4040-10,404559,3190-559,319
MGIC INVT CORP WIS(MTG)19,4590-19,459568,5920-568,592
MORGAN STANLEY(MS)3,2290-3,229573,2440-573,244
PEPSICO INC(PEP)4,0450-4,045580,5380-580,538
GE VERNOVA INC(GEV)9060-906592,1340-592,134
ENERSYS(ENS)4,0750-4,075598,0060-598,006
DIGITALOCEAN HLDGS INC(DOCN)12,5940-12,594606,0230-606,023
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