New Perspectives

New Perspectives as of June 30, 2026

Portfolio Holdings for New Perspectives

New Perspectives holds 49 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
Northern Lts Fd Tr Ii Weitz Core Plus (WCPB) 24.1 $78M 3.1M 25.35
Spdr Series Trust St Str P500etf (SPYM) 19.8 $65M 734k 87.88
Ishares Tr Core Msci Eafe (IEFA) 10.2 $33M 343k 96.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.8 $32M 44k 736.39
Wisdomtree Tr Floatng Rat Trea (USFR) 6.8 $22M 438k 50.35
Spdr Series Trust St Str P400mid (SPMD) 6.4 $21M 307k 67.56
Ishares Tr Russell 2000 Etf (IWM) 6.0 $19M 65k 300.45
World Gold Tr Spdr Gld Minis (GLDM) 3.5 $12M 145k 79.42
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 3.1 $10M 33k 302.97
Vanguard Specialized Funds Div App Etf (VIG) 2.8 $9.1M 39k 236.62
Apple (AAPL) 1.0 $3.1M 11k 289.35
Vanguard Index Fds Mid Cap Etf (VO) 0.9 $2.8M 35k 80.57
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.5M 2.00 748850.00
Wisdomtree Tr Us Smallcap Fund (EES) 0.4 $1.4M 21k 67.79
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.3M 15k 83.75
Eli Lilly & Co. (LLY) 0.4 $1.2M 1.0k 1199.43
Sherwin-Williams Company (SHW) 0.4 $1.2M 3.4k 344.32
Allspring Exchange Traded Fu Ultra Srt Muni (AUSM) 0.3 $1.0M 41k 25.07
Vanguard Index Fds Growth Etf (VUG) 0.3 $945k 11k 86.14
EastGroup Properties (EGP) 0.2 $696k 3.4k 202.51
Microsoft Corporation (MSFT) 0.2 $568k 1.5k 373.13
JPMorgan Chase & Co. (JPM) 0.2 $558k 1.7k 327.27
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $478k 3.8k 124.17
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL) 0.1 $474k 1.8k 270.67
NVIDIA Corporation (NVDA) 0.1 $443k 2.2k 200.09
Vanguard World Health Car Etf (VHT) 0.1 $425k 1.4k 299.01
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $411k 1.7k 246.21
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $391k 4.7k 82.62
Vanguard Index Fds Value Etf (VTV) 0.1 $384k 1.8k 217.93
Chevron Corporation (CVX) 0.1 $377k 2.3k 165.77
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $368k 13k 28.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $350k 509.00 686.93
Union Pacific Corporation (UNP) 0.1 $344k 1.3k 272.00
Amgen (AMGN) 0.1 $333k 920.00 362.12
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $323k 2.8k 117.09
Spdr Series Trust St Nuve Term Etf (SHM) 0.1 $311k 6.5k 47.97
Regions Financial Corporation (RF) 0.1 $311k 10k 30.20
American Electric Power Company (AEP) 0.1 $308k 2.3k 136.81
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $306k 4.2k 73.21
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.1 $302k 6.0k 50.39
Autodesk (ADSK) 0.1 $272k 1.4k 194.42
Abbvie (ABBV) 0.1 $262k 1.0k 251.57
Chubb (CB) 0.1 $260k 762.00 340.74
Alliant Energy Corporation (LNT) 0.1 $246k 3.2k 76.29
Alphabet Cap Stk Cl A (GOOGL) 0.1 $243k 681.00 357.37
Intel Corporation (INTC) 0.1 $239k 1.7k 139.63
Johnson & Johnson (JNJ) 0.1 $227k 893.00 254.06
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $209k 418.00 500.39
Vanguard Index Fds Small Cp Etf (VB) 0.1 $204k 674.00 303.12