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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 70.85% of New Perspectives's stock portfolio.
Added to shares of these 10 stocks: WCPB, SPYM, QQQM, IEFA, SPMD, IWM, USFR, CVX, SPXL, LLY.
Reduced shares in these 10 stocks: QQQ, VB, GLDM, AAPL, AUSM, VIG, VEU, GOOGL, VO, VXF.
Sold out of its position in VB.
New Perspectives was a net buyer of stock by $7.0M.
New Perspectives has $329M in assets under management (AUM), dropping by 0.98%.
Central Index Key (CIK): 0001909565

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Portfolio Holdings for New Perspectives

New Perspectives holds 48 positions in its portfolio as reported in the September 2026 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)	23.6	$78M	+3%	3.2M	24.21	View chart
Spdr Series Trust St Str P500etf (SPYM)	20.4	$67M		747k	89.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	10.3	$34M	+2%	351k	96.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	9.7	$32M		43k	739.77	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	6.9	$23M	+2%	448k	50.39	View chart
Spdr Series Trust St Str P400mid (SPMD)	6.1	$20M	+4%	319k	63.04	View chart
Ishares Tr Russell 2000 Etf (IWM)	5.6	$19M	+3%	67k	277.89	View chart
World Gold Tr Spdr Gld Minis (GLDM)	3.6	$12M		143k	82.18	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.4	$11M	+10%	37k	304.64	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.7	$8.9M		38k	233.31	View chart
Apple (AAPL)	1.0	$3.5M	-3%	10k	333.01	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.8	$2.7M		35k	78.42	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$1.5M		2.00	747005.00	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.4	$1.3M		21k	64.58	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.2M		15k	82.97	View chart
Eli Lilly & Co. (LLY)	0.4	$1.2M		1.0k	1157.08	View chart
Sherwin-Williams Company (SHW)	0.3	$1.1M		3.4k	323.27	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.3	$989k		11k	90.11	View chart
Allspring Exchange Traded Fu Ultra Srt Muni (AUSM)	0.3	$939k	-7%	38k	24.79	View chart
Microsoft Corporation (MSFT)	0.2	$781k		1.5k	513.06	View chart
EastGroup Properties (EGP)	0.2	$678k		3.4k	197.44	View chart
Chevron Corporation (CVX)	0.2	$651k	+40%	3.2k	204.22	View chart
JPMorgan Chase & Co. (JPM)	0.2	$564k		1.7k	330.80	View chart
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL)	0.2	$517k	+5%	1.8k	281.10	View chart
NVIDIA Corporation (NVDA)	0.2	$506k		2.2k	228.38	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$482k		3.8k	125.26	View chart
Vanguard World Health Car Etf (VHT)	0.1	$450k		1.4k	316.08	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$405k		4.7k	85.48	View chart
Amgen (AMGN)	0.1	$388k		920.00	421.51	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$382k		1.7k	231.63	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.1	$381k		1.8k	216.08	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$372k		13k	29.31	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$357k		509.00	700.98	View chart
Union Pacific Corporation (UNP)	0.1	$344k		1.3k	272.13	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	0.1	$327k		2.8k	118.39	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$308k		4.2k	73.64	View chart
Spdr Series Trust St Nuve Term Etf (SHM)	0.1	$303k		6.5k	46.65	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$301k		6.0k	50.21	View chart
Autodesk (ADSK)	0.1	$293k		1.4k	209.00	View chart
Regions Financial Corporation (RF)	0.1	$276k		10k	26.88	View chart
Abbvie (ABBV)	0.1	$272k		1.0k	261.52	View chart
American Electric Power Company (AEP)	0.1	$267k		2.3k	118.64	View chart
Chubb (CB)	0.1	$248k		762.00	325.25	View chart
Johnson & Johnson (JNJ)	0.1	$237k		893.00	264.84	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$227k	-2%	661.00	344.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$208k		418.00	497.95	View chart
Intel Corporation (INTC)	0.1	$206k		1.7k	120.23	View chart
Alliant Energy Corporation (LNT)	0.1	$204k		3.2k	63.30	View chart

Past Filings by New Perspectives

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

New Perspectives 2026 Q3 filed Oct. 14, 2026
New Perspectives 2026 Q2 filed July 22, 2026
New Perspectives 2026 Q1 filed April 21, 2026
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

View all past filings

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