New Perspectives

New Perspectives as of Dec. 31, 2025

Portfolio Holdings for New Perspectives

New Perspectives holds 42 positions in its portfolio as reported in the December 2025 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) 24.6 $71M 2.8M 25.54
Spdr Series Trust State Street Spd (SPYM) 20.5 $59M 735k 80.22
Ishares Tr Core Msci Eafe (IEFA) 9.8 $28M 316k 89.46
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.6 $28M 45k 614.31
Wisdomtree Tr Floatng Rat Trea (USFR) 7.3 $21M 417k 50.32
Spdr Series Trust State Street Spd (SPMD) 5.7 $16M 283k 57.91
Ishares Tr Russell 2000 Etf (IWM) 5.2 $15M 60k 246.16
World Gold Tr Spdr Gld Minis (GLDM) 4.7 $14M 160k 85.37
Vanguard Specialized Funds Div App Etf (VIG) 3.0 $8.7M 40k 219.78
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.3 $6.7M 26k 252.92
Apple (AAPL) 1.0 $3.0M 11k 271.85
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $2.6M 8.9k 290.23
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.5M 2.00 754800.00
Wisdomtree Tr Us Smallcap Fund (EES) 0.4 $1.2M 22k 56.93
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.2M 17k 73.56
Eli Lilly & Co. (LLY) 0.4 $1.1M 1.0k 1074.68
Sherwin-Williams Company (SHW) 0.4 $1.1M 3.4k 324.03
Vanguard Index Fds Growth Etf (VUG) 0.3 $892k 1.8k 487.86
Microsoft Corporation (MSFT) 0.3 $736k 1.5k 483.76
EastGroup Properties (EGP) 0.2 $612k 3.4k 178.15
JPMorgan Chase & Co. (JPM) 0.2 $549k 1.7k 322.30
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $500k 1.1k 473.30
Vanguard World Health Car Etf (VHT) 0.1 $424k 1.5k 287.85
Autodesk (ADSK) 0.1 $414k 1.4k 296.01
NVIDIA Corporation (NVDA) 0.1 $408k 2.2k 186.50
Chevron Corporation (CVX) 0.1 $350k 2.3k 152.43
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $349k 1.7k 209.12
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $343k 13k 26.23
Vanguard Index Fds Value Etf (VTV) 0.1 $336k 1.8k 190.99
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $318k 507.00 627.72
Direxion Shs Etf Tr Drx S&p500bull (SPXL) 0.1 $314k 1.4k 220.61
Spdr Series Trust State Street Spd (SHM) 0.1 $312k 6.5k 47.99
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.1 $308k 6.9k 44.41
Amgen (AMGN) 0.1 $301k 920.00 327.31
Union Pacific Corporation (UNP) 0.1 $292k 1.3k 231.32
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $287k 4.2k 68.76
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $285k 640.00 444.49
Regions Financial Corporation (RF) 0.1 $279k 10k 27.10
American Electric Power Company (AEP) 0.1 $259k 2.3k 115.31
Chubb (CB) 0.1 $238k 762.00 312.12
Abbvie (ABBV) 0.1 $237k 1.0k 228.43
Alliant Energy Corporation (LNT) 0.1 $210k 3.2k 65.01