PERSPECTIVE WEALTH ADVISORS LLC: 13F holdings
CIK 20804272026Q2
| Positions | 70 |
|---|
| Reported value | $181.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 70 (+15 vs prior quarter) |
|---|
| Reported value | $181.8m (+17.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPY STATE STR SPDR S&P 500 ETF T | 36,103 | $27.0m | 14.8% |
| VEA VANGUARD TAX-MANAGED FDS | 212,133 | $15.1m | 8.3% |
| QQQ INVESCO QQQ TR | 15,187 | $11.2m | 6.2% |
| IJH ISHARES TR | 136,284 | $10.5m | 5.8% |
| SPMO INVESCO EXCH TRADED FD TR II | 56,556 | $9.1m | 5.0% |
| IJR ISHARES TR | 48,743 | $7.2m | 4.0% |
| FNDE SCHWAB STRATEGIC TR | 181,003 | $7.2m | 4.0% |
| IVV ISHARES TR | 9,378 | $7.0m | 3.9% |
| IDMO INVESCO EXCH TRADED FD TR II | 106,560 | $6.4m | 3.5% |
| SJNK SPDR SERIES TRUST | 234,611 | $5.9m | 3.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2080427")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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