Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

New Perspectives

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

Top 5 stock holdings are SPLG, QQQ, IEFA, USFR, SPMD, and represent 66.45% of New Perspectives's stock portfolio.
Added to shares of these 10 stocks: Northern Lts Fd Tr Ii (+$15M), QQQM, IWM, CVX, IEFA, SPMD, ABBV, LNT, SPXL, GLDM.
Started 5 new stock positions in CVX, ABBV, Northern Lts Fd Tr Ii, LNT, SPXL.
Reduced shares in these 10 stocks: USFR, SPLG, QQQ, VIG, , EES, VEU, VHT, VXF, SPDW.
Sold out of its position in COST.
New Perspectives was a net buyer of stock by $7.1M.
New Perspectives has $223M in assets under management (AUM), dropping by 10.49%.
Central Index Key (CIK): 0001909565

Tip: Access up to 7 years of quarterly data

Positions held by New Perspectives consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for New Perspectives

New Perspectives holds 40 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	25.6	$57M	-5%	731k	78.34	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	12.4	$28M	-4%	46k	600.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	12.1	$27M		309k	87.31	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	9.3	$21M	-18%	412k	50.27	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	7.1	$16M		277k	57.19	View chart
Northern Lts Fd Tr Ii Weitz Core Plus	6.5	$15M	NEW	569k	25.46	View chart
Ishares Tr Russell 2000 Etf (IWM)	6.4	$14M	+3%	59k	241.96	View chart
World Gold Tr Spdr Gld Minis (GLDM)	5.4	$12M		158k	76.45	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.7	$8.3M	-3%	39k	215.79	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.4	$5.5M	+11%	22k	247.12	View chart
Apple (AAPL)	1.3	$2.8M		11k	254.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.2	$2.7M		9.0k	293.73	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.7	$1.5M		2.00	754200.00	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.6	$1.3M	-9%	23k	55.87	View chart
Sherwin-Williams Company (SHW)	0.6	$1.2M		3.6k	346.26	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.5	$1.2M	-8%	17k	71.37	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$872k		1.8k	479.61	View chart
Eli Lilly & Co. (LLY)	0.4	$837k		1.1k	763.00	View chart
Microsoft Corporation (MSFT)	0.4	$788k		1.5k	517.80	View chart
EastGroup Properties (EGP)	0.3	$581k		3.4k	169.26	View chart
JPMorgan Chase & Co. (JPM)	0.2	$537k		1.7k	315.48	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$495k		1.1k	468.41	View chart
Autodesk (ADSK)	0.2	$445k		1.4k	317.67	View chart
Vanguard World Health Car Etf (VHT)	0.2	$429k	-9%	1.7k	259.60	View chart
NVIDIA Corporation (NVDA)	0.2	$408k		2.2k	186.58	View chart
Chevron Corporation (CVX)	0.2	$357k	NEW	2.3k	155.30	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$352k		1.7k	209.34	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$337k		13k	25.71	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$328k		1.8k	186.49	View chart
Spdr Series Trust Nuveen Ice Short (SHM)	0.1	$313k		6.5k	48.22	View chart
Union Pacific Corporation (UNP)	0.1	$299k		1.3k	236.37	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$297k		6.9k	42.79	View chart
Oracle Corporation (ORCL)	0.1	$281k		1.0k	281.24	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$277k		4.2k	66.22	View chart
Regions Financial Corporation (RF)	0.1	$271k		10k	26.37	View chart
Amgen (AMGN)	0.1	$260k		920.00	282.20	View chart
Abbvie (ABBV)	0.1	$239k	NEW	1.0k	231.54	View chart
Alliant Energy Corporation (LNT)	0.1	$217k	NEW	3.2k	67.41	View chart
Chubb (CB)	0.1	$215k		762.00	282.25	View chart
Direxion Shs Etf Tr Drx S&p500bull (SPXL)	0.1	$201k	NEW	950.00	211.90	View chart

Past Filings by New Perspectives

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

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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z