SEC 13F Intelligence

Spectrum Wealth Advisory Group, LLC / AAPL

Spectrum Wealth Advisory Group, LLC’s Apple Inc Position

Does Spectrum Wealth Advisory Group, LLC own Apple Inc (AAPL)? Yes — 31.8K shares worth $8M (+3.00% of its 13F portfolio) as of Q1 2026, up from 31.7K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
31.8K
% of Portfolio
+3.00%
Quarters Held
29
currently held

Position History AAPL

Reported value by quarter
Q1 ’19: $2MQ1 ’19Q2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ1 ’20: $2MQ1 ’20Q2 ’20: $3MQ3 ’20: $7MQ4 ’20: $4MQ1 ’21: $4MQ1 ’21Q2 ’21: $4MQ3 ’21: $4MQ4 ’21: $5MQ1 ’22: $5MQ1 ’22Q2 ’22: $4MQ3 ’22: $4MQ4 ’22: $4MQ1 ’23: $5MQ1 ’23Q2 ’23: $5MQ3 ’23: $4MQ4 ’23: $5MQ1 ’24: $4MQ1 ’24Q2 ’24: $5MQ3 ’24: $5MQ4 ’24: $8MQ1 ’25: $7MQ1 ’25Q2 ’25: $7MQ3 ’25: $9MQ4 ’25: $9MQ1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202631.8K$8M+3.00%
Q4 202531.7K$9M+3.17%
Q3 202533.5K$9M+3.52%
Q2 202533.3K$7M+3.18%
Q1 202533.5K$7M+3.57%
Q4 202433.4K$8M+3.94%
Q3 202423.6K$5M+3.08%
Q2 202426.0K$5M+5.86%
Q1 202425.8K$4M+5.09%
Q4 202325.8K$5M+6.14%
Q3 202326.0K$4M+6.16%
Q2 202326.0K$5M+6.68%
Q1 202328.9K$5M+6.43%
Q4 202228.5K$4M+5.16%
Q3 202226.1K$4M+4.52%
Q2 202229.4K$4M+4.48%
Q1 202229.6K$5M+4.99%
Q4 202130.1K$5M+4.75%
Q3 202130.1K$4M+4.20%
Q2 202129.8K$4M+4.00%
Q1 202130.1K$4M+3.51%
Q4 202030.3K$4M+4.54%
Q3 202060.8K$7M+4.51%
Q2 20207.5K$3M+3.87%
Q1 20207.8K$2M+4.29%
Q4 20197.7K$2M+4.08%
Q3 20197.8K$2M+3.45%
Q2 20198.0K$2M+3.26%
Q1 20198.7K$2M+2.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spectrum Wealth Advisory Group, LLC’s full portfolio or all institutional holders of AAPL.