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Spectrum Financial Alliance LTD LLC
Spectrum Financial Alliance Ltd LLC is a comprehensive wealth management and financial planning firm headquartered in Nicholasville, Kentucky. Founded in 1995, the firm provides services including retirement planning, estate planning, and investment management for individuals and high net worth individuals. The firm employs 10 professionals focused on delivering customized financial strategies to clients, primarily serving U.S. clients.
Investment Strategy
Spectrum Financial Alliance Ltd LLC focuses on comprehensive wealth management for individuals and high net worth clients, offering financial planning, retirement planning, and estate planning services. They build diversified investment portfolios tailored to each client's risk tolerance, timeline, and long-term financial goals, emphasizing accountability, transparency, and fiduciary responsibility. The majority of accounts are managed on a fully discretionary basis, with a philosophy centered on achieving growth and capital preservation for the client's needs.
Latest 13F Filing Activity
Spectrum Financial Alliance LTD LLC filed their most recent 13F report on Jun 30, 2025 disclosing 23 equity positions with a total 13F market value of $371M. The fund increased holdings in Boeing Co., Citigroup Inc., Ge Aerospace among other positions. Spectrum Financial Alliance LTD LLC reduced exposure to Spirit Aerosystems HLDGS Inc., Qualcomm Inc., Marriott Intl Inc. New among others.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BA | BOEING CO | 17.33% | $64.3M | 284,484 | $184.96 | $209.53 | +$15.1M |
C C | CITIGROUP INC | 15.32% | $56.8M | 615,678 | $48.89 | $85.12 | +$13.3M |
B BAC | BANK AMERICA CORP | 13.34% | $49.5M | 1,071,647 | $33.18 | $47.32 | +$5.2M |
Q QCOM | QUALCOMM INC | 11.21% | $41.6M | 280,986 | $114.14 | $159.26 | -$669.5K |
L LMT | LOCKHEED MARTIN CORP | 9.92% | $36.8M | 86,360 | $492.41 | $463.14 | +$619.7K |
Industry Allocation
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