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New Perspectives

Latest statistics and disclosures from New Perspectives's latest quarterly 13F-HR filing:

Top 5 stock holdings are WCPB, SPYM, IEFA, QQQ, USFR, and represent 71.73% of New Perspectives's stock portfolio.
Added to shares of these 10 stocks: WCPB (+$57M), QQQM, IEFA, IWM, SPYM, SPMD, VOO, VOOG, AEP, USFR.
Started 3 new stock positions in VOO, AEP, VOOG.
Reduced shares in these 8 stocks: QQQ, , LLY, EES, SHW, VHT, VO, VXF.
Sold out of its position in ORCL.
New Perspectives was a net buyer of stock by $60M.
New Perspectives has $288M in assets under management (AUM), dropping by 29.10%.
Central Index Key (CIK): 0001909565

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Portfolio Holdings for New Perspectives

New Perspectives holds 42 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Northern Lts Fd Tr Ii Weitz Core Plus (WCPB)	24.6	$71M	+388%	2.8M	25.54	View chart
Spdr Series Trust State Street Spd (SPYM)	20.5	$59M		735k	80.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	9.8	$28M	+2%	316k	89.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	9.6	$28M	-2%	45k	614.31	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	7.3	$21M		417k	50.32	View chart
Spdr Series Trust State Street Spd (SPMD)	5.7	$16M	+2%	283k	57.91	View chart
Ishares Tr Russell 2000 Etf (IWM)	5.2	$15M	+2%	60k	246.16	View chart
World Gold Tr Spdr Gld Minis (GLDM)	4.7	$14M		160k	85.37	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.0	$8.7M	+2%	40k	219.78	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.3	$6.7M	+18%	26k	252.92	View chart
Apple (AAPL)	1.0	$3.0M		11k	271.85	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$2.6M		8.9k	290.23	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$1.5M		2.00	754800.00	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.4	$1.2M	-6%	22k	56.93	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.2M		17k	73.56	View chart
Eli Lilly & Co. (LLY)	0.4	$1.1M	-7%	1.0k	1074.68	View chart
Sherwin-Williams Company (SHW)	0.4	$1.1M	-6%	3.4k	324.03	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$892k		1.8k	487.86	View chart
Microsoft Corporation (MSFT)	0.3	$736k		1.5k	483.76	View chart
EastGroup Properties (EGP)	0.2	$612k		3.4k	178.15	View chart
JPMorgan Chase & Co. (JPM)	0.2	$549k		1.7k	322.30	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$500k		1.1k	473.30	View chart
Vanguard World Health Car Etf (VHT)	0.1	$424k	-10%	1.5k	287.85	View chart
Autodesk (ADSK)	0.1	$414k		1.4k	296.01	View chart
NVIDIA Corporation (NVDA)	0.1	$408k		2.2k	186.50	View chart
Chevron Corporation (CVX)	0.1	$350k		2.3k	152.43	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$349k		1.7k	209.12	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$343k		13k	26.23	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$336k		1.8k	190.99	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$318k	NEW	507.00	627.72	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.1	$314k	+50%	1.4k	220.61	View chart
Spdr Series Trust State Street Spd (SHM)	0.1	$312k		6.5k	47.99	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$308k		6.9k	44.41	View chart
Amgen (AMGN)	0.1	$301k		920.00	327.31	View chart
Union Pacific Corporation (UNP)	0.1	$292k		1.3k	231.32	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$287k		4.2k	68.76	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$285k	NEW	640.00	444.49	View chart
Regions Financial Corporation (RF)	0.1	$279k		10k	27.10	View chart
American Electric Power Company (AEP)	0.1	$259k	NEW	2.3k	115.31	View chart
Chubb (CB)	0.1	$238k		762.00	312.12	View chart
Abbvie (ABBV)	0.1	$237k		1.0k	228.43	View chart
Alliant Energy Corporation (LNT)	0.1	$210k		3.2k	65.01	View chart

Past Filings by New Perspectives

SEC 13F filings are viewable for New Perspectives going back to 2021

New Perspectives 2025 Q4 filed Jan. 28, 2026
New Perspectives 2025 Q3 filed Oct. 22, 2025
New Perspectives 2025 Q2 filed July 17, 2025
New Perspectives 2025 Q1 filed April 25, 2025
New Perspectives 2024 Q4 filed Jan. 22, 2025
New Perspectives 2024 Q3 filed Oct. 18, 2024
New Perspectives 2024 Q2 filed July 17, 2024
New Perspectives 2024 Q1 filed April 22, 2024
New Perspectives 2022 Q2 filed Jan. 25, 2023
New Perspectives 2022 Q4 filed Jan. 24, 2023
New Perspectives 2022 Q3 filed Jan. 24, 2023
New Perspectives 2022 Q1 filed May 11, 2022
New Perspectives 2021 Q3 filed April 7, 2022
New Perspectives 2021 Q2 filed April 7, 2022
New Perspectives 2021 Q4 filed Feb. 9, 2022

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