New Perspectives

New Perspectives as of March 31, 2026

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