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Spectrum Investment Advisors, Inc.

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13F filer, CIK 1856042, MEQUON, WI

Spectrum Investment Advisors, Inc. reported $201,260,968 across 46 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-14. Its ten largest share positions make up 83.49% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000892712-26-000212

Period
2026-03-31
Reported value
$201M
Holdings
46
Top 10 weight
83.49%
New
2
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DFAUadded+25,365$1.14M
FISnew+20,947$983K
FELGadded+24,033$901K
GOVIadded+28,895$788K
MBBadded+7,485$711K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SCHGexited-10,395-$339K
SCHVexited-9,460-$280K
MGKexited-567-$234K
VPUexited-1,228-$227K
GOOGLexited-724-$227K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000892712-26-000212, largest first. % of portfolio is the value over $201,260,968, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
DFAUDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 593,122 shares; 2024Q4: 598,831 shares; 2025Q1: 603,830 shares; 2025Q2: 627,820 shares; 2025Q3: 625,919 shares; 2025Q4: 621,060 shares; 2026Q1: 646,425 shares 646,425$29.2M14.49%+25,365Timeline
FELGFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663,748 shares; 2024Q4: 664,768 shares; 2025Q1: 663,453 shares; 2025Q2: 690,417 shares; 2025Q3: 677,029 shares; 2025Q4: 646,769 shares; 2026Q1: 670,802 shares 670,802$25.1M12.5%+24,033Timeline
DFAIDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507,975 shares; 2024Q4: 531,981 shares; 2025Q1: 542,674 shares; 2025Q2: 550,740 shares; 2025Q3: 550,930 shares; 2025Q4: 556,228 shares; 2026Q1: 574,320 shares 574,320$22.4M11.12%+18,092Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,282 shares; 2024Q4: 35,251 shares; 2025Q1: 35,123 shares; 2025Q2: 36,120 shares; 2025Q3: 34,574 shares; 2025Q4: 34,271 shares; 2026Q1: 35,134 shares 35,134$21M10.43%+863Timeline
IXUSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,233 shares; 2024Q4: 193,675 shares; 2025Q1: 198,113 shares; 2025Q2: 203,411 shares; 2025Q3: not reported; 2025Q4: 203,768 shares; 2026Q1: 210,797 shares 210,797$18.3M9.07%+7,029Timeline
GOVIINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397,427 shares; 2024Q4: 399,705 shares; 2025Q1: 418,133 shares; 2025Q2: 428,870 shares; 2025Q3: 436,484 shares; 2025Q4: 453,918 shares; 2026Q1: 482,813 shares 482,813$13.2M6.54%+28,895Timeline
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,160 shares; 2024Q4: 129,657 shares; 2025Q1: 133,998 shares; 2025Q2: 122,642 shares; 2025Q3: 123,539 shares; 2025Q4: 127,028 shares; 2026Q1: 134,513 shares 134,513$12.8M6.35%+7,485Timeline
VBRVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,625 shares; 2024Q4: 40,287 shares; 2025Q1: 41,268 shares; 2025Q2: 44,264 shares; 2025Q3: 44,406 shares; 2025Q4: 45,039 shares; 2026Q1: 46,818 shares 46,818$10.2M5.05%+1,779Timeline
DFAEDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 270,808 shares; 2025Q2: 289,467 shares; 2025Q3: 293,148 shares; 2025Q4: 288,165 shares; 2026Q1: 293,208 shares 293,208$9.93M4.93%+5,043Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,190 shares; 2024Q4: 18,668 shares; 2025Q1: 19,399 shares; 2025Q2: 20,065 shares; 2025Q3: 20,059 shares; 2025Q4: 20,137 shares; 2026Q1: 21,019 shares 21,019$6.04M3%+882Timeline
FBNDFIDELITY MERRIMACK STR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92,356 shares; 2025Q1: 94,634 shares; 2025Q2: 99,834 shares; 2025Q3: 101,854 shares; 2025Q4: 103,952 shares; 2026Q1: 111,328 shares 111,328$5.08M2.52%+7,376Timeline
SMTHALPS ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 161,671 shares; 2025Q1: 165,544 shares; 2025Q2: 177,147 shares; 2025Q3: 177,536 shares; 2025Q4: 180,617 shares; 2026Q1: 194,520 shares 194,520$5.01M2.49%+13,903Timeline
VONGVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,979 shares; 2024Q4: 27,766 shares; 2025Q1: 27,959 shares; 2025Q2: 29,498 shares; 2025Q3: 27,608 shares; 2025Q4: 28,553 shares; 2026Q1: 30,508 shares 30,508$3.35M1.66%+1,955Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 4,419 shares; 2025Q1: 4,463 shares; 2025Q2: 3,415 shares; 2025Q3: 3,884 shares; 2025Q4: 8,709 shares; 2026Q1: 9,637 shares 9,637$2.45M1.22%+928Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,515 shares; 2024Q4: 4,072 shares; 2025Q1: 1,987 shares; 2025Q2: 2,012 shares; 2025Q3: 4,467 shares; 2025Q4: 9,603 shares; 2026Q1: 11,317 shares 11,317$1.97M0.98%+1,714Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,056 shares; 2026Q1: 10,068 shares 10,068$1.48M0.74%+12Timeline
VOEVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,833 shares; 2026Q1: 6,248 shares 6,248$1.15M0.57%+415Timeline
FVALFIDELITY COVINGTON TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,364 shares; 2024Q4: 13,923 shares; 2025Q1: 14,240 shares; 2025Q2: 15,089 shares; 2025Q3: 14,987 shares; 2025Q4: 15,262 shares; 2026Q1: 16,173 shares 16,173$1.12M0.56%+911Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,947 shares 20,947$983K0.49%newTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,019 shares; 2024Q4: 1,999 shares; 2025Q1: 1,915 shares; 2025Q2: 1,489 shares; 2025Q3: 1,352 shares; 2025Q4: 1,837 shares; 2026Q1: 1,806 shares 1,806$865K0.43%-31Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 8,247 shares; 2025Q1: 8,259 shares; 2025Q2: 8,304 shares; 2025Q3: 8,369 shares; 2025Q4: 8,585 shares; 2026Q1: 6,960 shares 6,960$739K0.37%-1,625Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,803 shares; 2025Q1: 2,750 shares; 2025Q2: 2,760 shares; 2025Q3: 2,809 shares; 2025Q4: 3,272 shares; 2026Q1: 3,312 shares 3,312$720K0.36%+40Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,329 shares; 2026Q1: 4,338 shares 4,338$674K0.33%+9Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,411 shares; 2025Q1: 1,274 shares; 2025Q2: 1,313 shares; 2025Q3: 1,365 shares; 2025Q4: 1,855 shares; 2026Q1: 1,712 shares 1,712$634K0.31%-143Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,810 shares; 2026Q1: 4,825 shares 4,825$559K0.28%+15Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 409 shares; 2024Q4: 534 shares; 2025Q1: 484 shares; 2025Q2: 685 shares; 2025Q3: 686 shares; 2025Q4: 707 shares; 2026Q1: 807 shares 807$525K0.26%+100Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 556 shares; 2025Q4: 1,230 shares; 2026Q1: 1,261 shares 1,261$469K0.23%+31Timeline
PPSIPIONEER PWR SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 137,500 shares; 2026Q1: 137,500 shares 137,500$447K0.22%0Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,375 shares; 2026Q1: 1,423 shares 1,423$440K0.22%+48Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,783 shares; 2026Q1: 1,899 shares 1,899$396K0.2%+116Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,016 shares; 2026Q1: 2,016 shares 2,016$391K0.19%0Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 784 shares; 2024Q4: 808 shares; 2025Q1: 821 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,141 shares 1,141$366K0.18%newTimeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 863 shares; 2026Q1: 961 shares 961$299K0.15%+98Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 2,542 shares; 2025Q1: 2,500 shares; 2025Q2: 2,520 shares; 2025Q3: 2,530 shares; 2025Q4: 2,827 shares; 2026Q1: 2,826 shares 2,826$290K0.14%-1Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 273 shares; 2025Q1: 243 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 275 shares; 2026Q1: 284 shares 284$283K0.14%+9Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,201 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,901 shares; 2026Q1: 1,246 shares 1,246$268K0.13%-655Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,032 shares; 2026Q1: 2,083 shares 2,083$251K0.12%+51Timeline
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,772 shares; 2026Q1: 4,601 shares 4,601$239K0.12%+829Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,113 shares; 2026Q1: 8,185 shares 8,185$237K0.12%+72Timeline
PHMPULTE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000$235K0.12%0Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,509 shares; 2026Q1: 2,509 shares 2,509$233K0.12%0Timeline
ONEQFIDELITY COMWLTH TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,726 shares; 2026Q1: 2,729 shares 2,729$232K0.12%+3Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 834 shares; 2025Q4: 828 shares; 2026Q1: 802 shares 802$230K0.11%-26Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,224 shares; 2026Q1: 1,411 shares 1,411$209K0.1%-813Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 878 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 676 shares; 2025Q4: 1,037 shares; 2026Q1: 705 shares 705$207K0.1%-332Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 213 shares; 2026Q1: 222 shares 222$205K0.1%+9Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SCHGSCHWAB STRATEGIC TR10,395$339Kshares
SCHVSCHWAB STRATEGIC TR9,460$280Kshares
MGKVANGUARD WORLD FD567$234Kshares
VPUVANGUARD WORLD FD1,228$227Kshares
GOOGLALPHABET INC724$227Kshares
VGKVANGUARD INTL EQUITY INDEX F2,495$209Kshares
METAMETA PLATFORMS INC306$202Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000892712-26-000212 base2026-04-14acceptance time not in the bulk data set