Spectrum Wealth Counsel, LLC
CIK 2011274 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- SPY12.87%
- IVV10.89%
- XLK4.71%
- AAPL3.47%
- MSFT2.79%
- RDVI2.59%
- QUAL2.48%
- EFV2.22%
- IUSB2.05%
- AVGO1.76%
Share classes counted separately45.83%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $92.93M | 12.87% | 195.52K principal (USD) | Prior unavailable — | — | ↗▾ |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $78.64M | 10.89% | 164.65K shares | Prior unavailable — | — | ↗▾ |
| 03 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $34.00M | 4.71% | 176.64K shares | Prior unavailable — | — | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $25.05M | 3.47% | 130.10K shares | Prior unavailable — | — | ↗▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $20.11M | 2.79% | 53.47K shares | Prior unavailable — | — | ↗▾ |
| 06 | RDVIFT VEST RISING DIVIDEND ACHICBOE VEST RISING View history and evidence | $18.67M | 2.59% | 808.77K shares | Prior unavailable — | — | ↗▾ |
| 07 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $17.93M | 2.48% | 121.88K shares | Prior unavailable — | — | ↗▾ |
| 08 | EFVISHARES MSCI EAFE VALUE ETFEAFE VALUE ETF View history and evidence | $16.03M | 2.22% | 307.62K shares | Prior unavailable — | — | ↗▾ |
| 09 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $14.82M | 2.05% | 321.77K shares | Prior unavailable — | — | ↗▾ |
| 10 | AVGOBROADCOM INC View history and evidence | $12.69M | 1.76% | 11.37K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2011274 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 721839777
}Research all 332 reported holdings.
This page includes 30 of 332 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 332 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"2011274","quarter":"2023Q4","page_size":100}
get_institutional_manager_history
{"cik":"2011274","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.