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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 70.89% of New Perspectives's stock portfolio.
Added to shares of these 10 stocks: WCPB, IEFA, QQQM, SPMD, IWM, JNJ, COST, SPXL, NVDA, VOO.
Started 2 new stock positions in JNJ, COST.
Reduced shares in these 10 stocks: SPYM, QQQ, VIG, EES, VEU, SPDW, VO, IWF, VHT, USFR.
New Perspectives was a net buyer of stock by $4.8M.
New Perspectives has $289M in assets under management (AUM), dropping by 0.13%.
Central Index Key (CIK): 0001909565

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Portfolio Holdings for New Perspectives

New Perspectives holds 44 positions in its portfolio as reported in the March 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)	25.1	$73M	+3%	2.9M	25.29	View chart
Spdr Series Trust State Street Spd (SPYM)	19.4	$56M		731k	76.54	View chart
Ishares Tr Core Msci Eafe (IEFA)	10.3	$30M	+3%	327k	90.53	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	8.9	$26M		45k	577.17	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	7.3	$21M		416k	50.34	View chart
Spdr Series Trust State Street Spd (SPMD)	6.0	$17M	+3%	292k	59.22	View chart
Ishares Tr Russell 2000 Etf (IWM)	5.4	$16M	+3%	63k	248.00	View chart
World Gold Tr Spdr Gld Minis (GLDM)	5.1	$15M		160k	92.69	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.9	$8.4M		39k	215.06	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	2.5	$7.3M	+16%	31k	237.62	View chart
Apple (AAPL)	1.0	$2.8M		11k	253.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$2.5M		8.8k	287.18	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$1.4M		2.00	718140.00	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.4	$1.2M	-4%	21k	58.05	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.4	$1.2M	-3%	16k	75.10	View chart
Sherwin-Williams Company (SHW)	0.4	$1.1M		3.4k	320.55	View chart
Eli Lilly & Co. (LLY)	0.3	$933k		1.0k	919.77	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$799k		1.8k	436.79	View chart
EastGroup Properties (EGP)	0.2	$636k		3.4k	185.12	View chart
Microsoft Corporation (MSFT)	0.2	$564k		1.5k	370.28	View chart
JPMorgan Chase & Co. (JPM)	0.2	$501k		1.7k	294.08	View chart
Chevron Corporation (CVX)	0.2	$471k		2.3k	206.92	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$424k	-5%	994.00	426.40	View chart
Vanguard World Health Car Etf (VHT)	0.1	$387k	-3%	1.4k	272.33	View chart
NVIDIA Corporation (NVDA)	0.1	$386k		2.2k	174.40	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$346k		1.8k	196.20	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$343k		1.7k	205.80	View chart
Autodesk (ADSK)	0.1	$335k		1.4k	239.40	View chart
Amgen (AMGN)	0.1	$324k		920.00	351.85	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.1	$319k	-3%	13k	25.10	View chart
Spdr Series Trust State Street Spd (SHM)	0.1	$311k		6.5k	47.83	View chart
Union Pacific Corporation (UNP)	0.1	$307k		1.3k	242.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$304k		509.00	597.65	View chart
American Electric Power Company (AEP)	0.1	$295k		2.3k	131.08	View chart
Wisdomtree Tr Intl Equity Fd (DWM)	0.1	$292k		4.2k	69.89	View chart
Direxion Shares Etf Trust Daily S&p 500 Bu (SPXL)	0.1	$287k	+8%	1.6k	184.89	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$273k	-13%	6.0k	45.65	View chart
Regions Financial Corporation (RF)	0.1	$269k		10k	26.12	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$261k		641.00	407.55	View chart
Chubb (CB)	0.1	$248k		762.00	325.93	View chart
Alliant Energy Corporation (LNT)	0.1	$231k		3.2k	71.76	View chart
Abbvie (ABBV)	0.1	$226k		1.0k	217.43	View chart
Johnson & Johnson (JNJ)	0.1	$218k	NEW	893.00	244.53	View chart
Costco Wholesale Corporation (COST)	0.1	$207k	NEW	208.00	996.43	View chart

Past Filings by New Perspectives

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

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
New Perspectives 2021 Q2 filed April 7, 2022
New Perspectives 2021 Q4 filed Feb. 9, 2022

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