Outlook Wealth Advisors, LLC: 13F holdings
CIK 17671512026Q2
| Positions | 305 |
|---|
| Reported value | $466.0m |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 305 (-5 vs prior quarter) |
|---|
| Reported value | $466.0m (+12.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 28,200 | $21.1m | 4.5% |
| VTV VANGUARD INDEX FDS | 84,073 | $18.3m | 3.9% |
| QQQ INVESCO QQQ TR | 24,240 | $17.9m | 3.8% |
| BSEP INNOVATOR ETFS TRUST | 320,071 | $16.9m | 3.6% |
| NVDA NVIDIA CORPORATION | 73,506 | $14.7m | 3.2% |
| HYDB ISHARES TR | 242,213 | $11.3m | 2.4% |
| IJR ISHARES TR | 74,930 | $11.1m | 2.4% |
| QSPT FIRST TR EXCHNG TRADED FD VI | 313,875 | $10.9m | 2.3% |
| IDV ISHARES TR | 239,217 | $9.9m | 2.1% |
| IEFA ISHARES TR | 95,081 | $9.2m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1767151")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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