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Perspective Wealth Advisors

Latest statistics and disclosures from Perspective Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002080427

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Positions held by Perspective Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Perspective Wealth Advisors

Perspective Wealth Advisors holds 55 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	14.6	$23M	35k	650.34	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	7.2	$11M	262k	42.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.6	$8.6M	128k	67.53	View chart
Spdr Series Trust State Street Spd (SJNK)	5.5	$8.5M	340k	24.98	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	5.2	$8.0M	14k	577.17	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	4.2	$6.4M	168k	38.26	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	4.0	$6.2M	124k	50.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.8	$5.8M	47k	124.31	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.7	$5.7M	8.8k	653.22	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	3.4	$5.3M	47k	112.11	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	3.0	$4.7M	94k	50.12	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	2.8	$4.4M	80k	54.84	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.8	$4.3M	43k	100.57	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.2	$3.4M	24k	145.02	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	1.9	$2.9M	69k	42.56	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	1.9	$2.9M	72k	40.54	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	1.7	$2.7M	21k	128.26	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.5	$2.4M	77k	30.68	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.5	$2.4M	31k	75.19	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	1.4	$2.2M	29k	76.02	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.4	$2.1M	8.6k	248.84	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.4	$2.1M	26k	82.57	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	1.4	$2.1M	41k	52.56	View chart
Spdr Series Trust State Street Spd (FLRN)	1.4	$2.1M	69k	30.78	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.3	$2.1M	72k	28.72	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	1.3	$2.0M	41k	50.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.2	$1.8M	28k	64.08	View chart
Schwab Strategic Tr Internl Divid (SCHY)	1.1	$1.7M	54k	31.66	View chart
PNC Financial Services (PNC)	1.0	$1.6M	7.8k	208.09	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	1.0	$1.6M	33k	48.15	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.9	$1.3M	38k	35.37	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.8	$1.2M	14k	88.46	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$953k	39k	24.75	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$933k	11k	87.84	View chart
Spdr Series Trust State Street Spd (SPMD)	0.6	$909k	15k	59.22	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.6	$863k	10k	86.41	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$836k	11k	76.54	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$699k	13k	54.05	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.4	$680k	17k	39.81	View chart
Spdr Index Shs Fds State Street Spd (EDIV)	0.4	$631k	16k	39.48	View chart
NVIDIA Corporation (NVDA)	0.4	$611k	3.5k	174.41	View chart
Spdr Series Trust State Street Spd (SPSM)	0.4	$610k	13k	48.32	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.3	$460k	14k	32.41	View chart
Tesla Motors (TSLA)	0.3	$450k	1.2k	371.78	View chart
Apple (AAPL)	0.2	$375k	1.5k	253.75	View chart
Spdr Series Trust State Street Spd (SPYD)	0.2	$374k	8.2k	45.52	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$357k	7.7k	46.23	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.2	$342k	15k	22.66	View chart
RBB Us Treasry 12 Mt (OBIL)	0.2	$329k	6.6k	50.08	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$327k	2.2k	148.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$249k	9.7k	25.64	View chart
RBB Us Treasy 2 Yr (UTWO)	0.2	$242k	5.0k	48.28	View chart
Microsoft Corporation (MSFT)	0.2	$237k	639.00	370.26	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$230k	1.1k	211.15	View chart
RBB Us Treas 3 Yr Nt (UTRE)	0.1	$201k	4.1k	49.48	View chart

Past Filings by Perspective Wealth Advisors

SEC 13F filings are viewable for Perspective Wealth Advisors going back to 2026

Perspective Wealth Advisors 2026 Q1 filed May 8, 2026

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