Fund HoldingsSpectrum Asset Management, Inc. (NB/CA)

Total Portfolio Value
$299.81M
Total Bought
$44.99M
Total Sold
$35.18M
Net Transaction
+$9.80M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SERIES PORTFOLIOS TR
ELDR AAA CLO ETF
0545,921+545,921013,9264.65%+13,926
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
0119,993+119,99305,4101.80%+5,410
ETF OPPORTUNITIES TRUST
HEDGEYE CAPITAL
0177,524+177,52404,9091.64%+4,909
SCHWAB STRATEGIC TR79,439224,809+145,3701,9965,6381.88%+3,642
SELECT SECTOR SPDR TR
ST STR ENERG ETF
055,821+55,82102,4960.83%+2,496
ISHARES GOLD TR(IAU)160,315168,524+8,20911,66613,6794.56%+2,013
VANGUARD BD INDEX FDS
VANGUARD ULTRA
428,467452,395+23,92821,42122,5477.52%+1,126
VANGUARD WHITEHALL FDS55,02063,263+8,2434,6595,6941.90%+1,035
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
68,68473,245+4,56113,02914,0314.68%+1,002
SCHWAB STRATEGIC TR198,372230,986+32,6144,6185,5531.85%+935
ALPHABET INC(GOOG)21,43319,157-2,2765,2206,0112.01%+791
ISHARES TR07,500+7,50006210.21%+621
JAPAN SMALLER CAPITALIZATION(JOF)047,055+47,05505210.17%+521
QUALCOMM INC(QCOM)03,023+3,02305170.17%+517
FRANCO NEV CORP(FNV)02,459+2,45905100.17%+510
ELI LILLY & CO(LLY)0465+46505000.17%+500
ISHARES INC82,73995,984+13,2452,5653,0601.02%+495
ISHARES INC
MSCI JAPAN ETF
05,930+5,93004790.16%+479
ISHARES INC37,60043,792+6,1922,5653,0361.01%+471
FIRST TR EXCHNG TRADED FD VI
FT VEST UQ EQT
5,10015,460+10,3602206850.23%+464
ISHARES TR
ESG AWR MSCI USA
12,34415,145+2,8011,7972,2560.75%+459
RESMED INC(RMD)01,878+1,87804520.15%+452
CISCO SYS INC(CSCO)061,944+61,94404,7721.59%+4,772
ISHARES INC29,87933,527+3,6482,7503,0781.03%+328
ISHARES TR013,803+13,80303090.10%+309
FRANKLIN TEMPLETON ETF TR
FTSE JAPAN ETF
58,42967,429+9,0002,0192,3230.77%+304
WALMART INC(WMT)044,624+44,62404,9721.66%+4,972
GOLDMAN SACHS PHYSICAL GOLD(AAAU)71,33270,786-5462,7193,0121.00%+293
VERTEX PHARMACEUTICALS INC(VRTX)0634+63402870.10%+287
NOVARTIS AG(NVS)26,16826,288+1203,3563,6241.21%+269
ALPHABET INC(GOOG)5,3835,021-3621,3091,5720.52%+263
CATERPILLAR INC(CAT)0410+41002350.08%+235
SOLSTICE ADVANCED MATLS INC(SOLS)04,698+4,69802280.08%+228
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
24,80028,381+3,5811,1611,3860.46%+225
SCHWAB STRATEGIC TR212,025213,707+1,6826,7666,9712.33%+205
VANGUARD INTL EQUITY INDEX F74,37273,289-1,0835,9356,1282.04%+193
AMAZON COM INC(AMZN)1,0151,623+6082233750.12%+152
SCHWAB STRATEGIC TR410,880408,908-1,97211,96112,1084.04%+147
HEARTBEAM INC74,40094,400+20,0001232270.08%+104
ELBIT SYS LTD(ESLT)1,4361,43607328300.28%+98
MCKESSON CORP(MCK)1,6001,60001,2371,3140.44%+76
RTX CORPORATION(RTX)7,2046,972-2321,2051,2790.43%+73
SPDR S&P 500 ETF TR(SPY)2,7412,781+401,8311,9020.63%+71
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
136,741135,514-1,2276,0606,1312.04%+70
APPLE INC(AAPL)4,3104,267-431,0971,1600.39%+63
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
238,549234,763-3,7869,7269,7793.26%+53
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
8,3019,500+1,1996316790.23%+48
FIRST TR EXCHNG TRADED FD VI
FT VEST US
142,103139,441-2,6626,6136,6542.22%+41
SPDR GOLD TR(GLD)98898803513920.13%+40
EXXON MOBIL CORP41,13738,864-2,2734,6384,6771.56%+39
VISA INC(V)3,8253,829+41,3061,3430.45%+37
ISHARES TR464504+403113450.12%+35
SCHWAB STRATEGIC TR80,89980,556-3432,0802,1130.70%+33
VANGUARD SCOTTSDALE FDS
VNG RUS1000IDX
2,0942,154+606336660.22%+33
VANGUARD TAX-MANAGED FDS12,45212,283-1697467670.26%+21
LOANDEPOT INC010,000+10,0000210.01%+21
ISHARES TR548591+432002210.07%+20
EDWARDS LIFESCIENCES CORP38,96035,770-3,1903,0303,0491.02%+19
BANK AMERICA CORP4,9794,980+12572740.09%+17
INTERNATIONAL BUSINESS MACHS(IBM)1,2001,20003393550.12%+17
CHIPOTLE MEXICAN GRILL INC(CMG)(Call)000013+13
NVIDIA CORPORATION(NVDA)(Put)000214+12
DEERE & CO(DE)1,1231,127+45155270.18%+11
PEPSICO INC(PEP)2,1532,15303023120.10%+10
SPDR INDEX SHS FDS
ST STR PO EX ETF
5,5395,53902372460.08%+9
ISHARES TR28,05228,508+4566326410.21%+9
CHIPOTLE MEXICAN GRILL INC(CMG)5,4926,037+5452152230.07%+8
GE AEROSPACE(GE)1,1051,10503333410.11%+8
GLOBAL X FDS
GLBL X MLP ETF
7,8327,990+1583793870.13%+8
MCDONALDS CORP(MCD)2,1382,145+76506560.22%+6
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S.
6,9656,96502692740.09%+5
TESLA INC(TSLA)97897804354400.15%+5
ISHARES TR18,98319,243+2604364400.15%+5
PFIZER INC(PFE)17,81218,398+5864544580.15%+4
BERKSHIRE HATHAWAY INC DEL3302,2632,2640.76%+2
APPLE INC(AAPL)(Put)00001+1
NVIDIA CORPORATION(NVDA)2,0522,05203833830.13%-0
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
5,9705,845-1252792780.09%-1
TENON MEDICAL INC10,65010,650013100.00%-2
TENON MEDICAL INC914,314679,420-234,8941770.00%-10
SEMPRA(SRE)4,8344,742-924354220.14%-13
ISHARES TR8,3708,37007487300.24%-18
VANGUARD INDEX FDS1,4981,408-904934720.16%-21
MORNINGSTAR INC(MORN)01,819+1,81903950.13%+395
PALO ALTO NETWORKS INC(PANW)1,5281,52803112810.09%-30
MERCADOLIBRE INC(MELI)0115+11502320.08%+232
VANGUARD INDEX FDS3,5673,382-1851,7131,6500.55%-63
VEEVA SYS INC(VEEV)0971+97102170.07%+217
COSTCO WHSL CORP NEW(COST)01,492+1,49201,2870.43%+1,287
ARISTA NETWORKS INC(ANET)2,7472,199-5484002880.10%-112
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
266,531259,689-6,84211,78111,6623.89%-119
BERKSHIRE HATHAWAY INC DEL07,177+7,17703,6081.20%+3,608
ASML HOLDING N V
N Y REGISTRY SHS
714502-2126915370.18%-154
ISHARES TR
MSCI USA MIN ETF
123,164122,762-40211,71811,5593.86%-158
ALTRIA GROUP INC(MO)3,4050-3,4052290-229
NICE LTD(NICE)1,6550-1,6552400-240
EMCOR GROUP INC(EME)6,4296,373-564,1763,8991.30%-277
SERVICENOW INC(NOW)3010-3012770-277
ISHARES TR13,0330-13,0333050-305
CHEVRON CORP NEW(CVX)030,064+30,06404,5821.53%+4,582
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