New Perspectives, Inc
CIK 0001909565 · RIDGELAND, MS · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$325.9M
2026 Q2
Positions
49
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
92.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
WCPB
NORTHERN LTS FD TR II
24.1%
SPYM
SPDR SERIES TRUST
19.8%
IEFA
ISHARES TR
10.2%
QQQ
INVESCO QQQ TR
9.8%
USFR
WISDOMTREE TR
6.8%
SPMD
SPDR SERIES TRUST
6.4%
IWM
ISHARES TR
6.0%
GLDM
WORLD GOLD TR
3.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.