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Perspective Wealth Advisors

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

Top 5 stock holdings are SPY, VEA, QQQ, IJH, SPMO, and represent 40.10% of Perspective Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: VEA (+$13M), JMST, TAFI, MEAR, IDMO, SGVT, SPMO, SPIB, SPY, QQQ.
Started 21 new stock positions in CGHY, JMST, TAFI, FLOT, HIMU, VOO, JPST, SGVT, CGSM, SHYM. SPIB, PULS, DVY, AMZN, JAAA, DES, DON, MEAR, GOOGL, CGMU, SPCX.
Reduced shares in these 10 stocks: HEFA (-$11M), MINT, GSY, FLDR, SJNK, SHY, IGSB, VIGI, SHYD, OBIL.
Sold out of its positions in SHY, HEFA, OBIL, UTWO, UTRE, SHYD.
Perspective Wealth Advisors was a net buyer of stock by $11M.
Perspective Wealth Advisors has $182M in assets under management (AUM), dropping by 17.92%.
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 70 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	14.8	$27M	+4%	36k	746.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	8.3	$15M	+651%	212k	71.25	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.2	$11M	+10%	15k	736.39	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	5.8	$11M	+6%	136k	77.11	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	5.0	$9.1M	+20%	57k	161.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.0	$7.2M	+4%	49k	148.31	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	4.0	$7.2M	+7%	181k	39.68	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.9	$7.0M	+6%	9.4k	748.90	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)	3.5	$6.4M	+33%	107k	60.29	View chart
Spdr Series Trust St Term High Etf (SJNK)	3.2	$5.9M	-30%	235k	25.03	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	2.5	$4.6M	+15%	27k	170.14	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	2.0	$3.7M	NEW	72k	51.00	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	1.9	$3.4M	-44%	69k	50.11	View chart
Legg Mason Etf Invt Franklin Us Low (LVHD)	1.7	$3.2M	+5%	72k	44.00	View chart
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO)	1.7	$3.2M	+16%	34k	93.63	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	1.7	$3.1M	+5%	76k	40.59	View chart
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK)	1.7	$3.0M		21k	146.26	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	1.6	$2.9M	+3%	32k	90.10	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	1.5	$2.7M	+10%	86k	31.71	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	1.4	$2.6M		8.8k	290.62	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	1.4	$2.5M	NEW	98k	25.22	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	1.3	$2.3M	-2%	39k	59.50	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	1.3	$2.3M	+7%	74k	30.85	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.2	$2.2M		74k	29.24	View chart
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR)	1.1	$2.0M	NEW	39k	50.38	View chart
PNC Financial Services (PNC)	1.1	$1.9M		7.8k	246.22	View chart
Schwab Strategic Tr Internl Divid (SCHY)	1.0	$1.9M	+11%	60k	31.73	View chart
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)	0.9	$1.6M		37k	43.71	View chart
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)	0.9	$1.5M	NEW	15k	100.74	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.8	$1.5M	-12%	29k	52.38	View chart
Spdr Series Trust St Inter Bd Etf (SPIB)	0.8	$1.4M	NEW	41k	33.46	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.6	$1.0M		38k	27.70	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.6	$1.0M		15k	67.56	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.5	$999k	NEW	20k	50.49	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.5	$973k	NEW	19k	51.05	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.5	$932k	-56%	18k	52.41	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.5	$913k	-4%	10k	87.88	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.4	$809k	NEW	16k	49.80	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.4	$801k	-21%	8.4k	95.62	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.4	$793k	-38%	8.5k	93.38	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.4	$782k	+7%	14k	57.67	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$735k	-4%	12k	59.69	View chart
NVIDIA Corporation (NVDA)	0.4	$720k	+2%	3.6k	200.10	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.4	$703k	-85%	14k	50.15	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.4	$694k	-4%	16k	42.72	View chart
Spdr Index Shs Fds St Mar Divid Etf (EDIV)	0.4	$691k	+5%	17k	40.96	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$617k	NEW	898.00	686.81	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.3	$590k	-35%	6.4k	91.58	View chart
Tesla Motors (TSLA)	0.3	$529k	+3%	1.3k	420.64	View chart
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM)	0.3	$524k	NEW	20k	26.39	View chart
Apple (AAPL)	0.3	$491k	+14%	1.7k	289.32	View chart
Dbx Etf Tr Xtrack Msci Eafe (HDEF)	0.3	$491k	+7%	15k	32.14	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.2	$420k	NEW	15k	27.47	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.2	$417k	NEW	8.4k	49.55	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$410k	NEW	8.1k	50.57	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.2	$383k		7.7k	49.55	View chart
Wisdomtree Tr Us Smallcap Divd (DES)	0.2	$369k	NEW	9.1k	40.68	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$357k	NEW	2.3k	156.30	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$357k	+2%	2.3k	158.03	View chart
Capital Grp Fixed Incm Etf T High Yield Bond (CGHY)	0.2	$356k	NEW	14k	25.33	View chart
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM)	0.2	$349k	NEW	16k	22.45	View chart
Spdr Series Trust St Str Sp500div (SPYD)	0.2	$307k	-21%	6.4k	47.71	View chart
Wisdomtree Tr Us Midcap Divid (DON)	0.2	$304k	NEW	5.4k	56.52	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$301k	NEW	1.8k	170.86	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$294k	+3%	10k	29.43	View chart
Amazon (AMZN)	0.1	$262k	NEW	1.1k	238.38	View chart
Microsoft Corporation (MSFT)	0.1	$257k	+7%	688.00	373.10	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$257k	-94%	2.5k	100.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$247k		1.1k	227.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$211k	NEW	592.00	357.10	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 Q2 filed Aug. 14, 2026
Perspective Wealth Advisors 2026 Q1 filed May 8, 2026

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