PERSPECTIVE WEALTH ADVISORS LLC
PERSPECTIVE WEALTH ADVISORS LLC reported 70 positions worth $181.8M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: SPY (14.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPY | SH | $27.0M | 14.83% | 36,103 | — | — | |
| ▸ 2 | VEA | SH | $15.1M | 8.31% | 212,133 | — | — | |
| ▸ 3 | QQQ | SH | $11.2M | 6.15% | 15,187 | — | — | |
| ▸ 4 | IJH | SH | $10.5M | 5.78% | 136,284 | — | — | |
| ▸ 5 | SPMO | SH | $9.1M | 5.02% | 56,556 | — | — | |
| ▸ 6 | IJR | SH | $7.2M | 3.98% | 48,743 | — | — | |
| ▸ 7 | FNDE | SH | $7.2M | 3.95% | 181,003 | — | — | |
| ▸ 8 | IVV | SH | $7.0M | 3.86% | 9,378 | — | — | |
| ▸ 9 | IDMO | SH | $6.4M | 3.53% | 106,560 | — | — | |
| ▸ 10 | SJNK | SH | $5.9M | 3.23% | 234,611 | — | — |
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Frequently Asked Questions
What stocks does PERSPECTIVE WEALTH ADVISORS LLC hold as of Q2 2026?
PERSPECTIVE WEALTH ADVISORS LLC reported 70 positions worth $181.8M in its Q2 2026 13F filing. Largest positions: SPY (14.8%), VEA (8.3%), QQQ (6.2%), IJH (5.8%) and SPMO (5.0%).
What did PERSPECTIVE WEALTH ADVISORS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did PERSPECTIVE WEALTH ADVISORS LLC sell in Q2 2026?
No previous quarter is available yet.
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.