Spectrum Financial Alliance Ltd LLC has released its quarterly 13F-HR report, indicating a total of $692.43 million in holdings as of September 30, 2026. This filing is significant as it provides insight into the company's investment strategies and positions in various sectors.

The report shows that Spectrum Financial Alliance has made substantial investments in major corporations. For instance, the company holds over $76.43 million in Bank of America and approximately $73.82 million in Boeing. These investments reflect the firm's focus on large-cap companies, which are often seen as more stable during market fluctuations.

Background

Spectrum Financial Alliance Ltd LLC is a financial services firm based in Nicholasville, Kentucky. The company is categorized as an investment adviser under the SEC regulations. It has been filing Form 13F-HR reports regularly, with its latest submission dated October 29, 2026. The firm’s CIK number is 0001566531.

What the Filing Says

The filing details a total of 39 holdings with a reported value of $692,430,149. This includes various sectors, showcasing a diversified portfolio aimed at maximizing returns for its clients. The report was signed by Desirae Hagan, the Director of Operations.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors. Investors can gain insights into Spectrum Financial's investment strategies, while analysts may use this information to assess market trends. Competitors in the asset management industry may also analyze these holdings to understand market positioning and investment approaches.

What's Next

The filing does not say what happens next.