New Perspectives

New Perspectives as of Sept. 30, 2026

Portfolio Holdings for New Perspectives

New Perspectives holds 48 positions in its portfolio as reported in the September 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) 23.6 $78M 3.2M 24.21
Spdr Series Trust St Str P500etf (SPYM) 20.4 $67M 747k 89.76
Ishares Tr Core Msci Eafe (IEFA) 10.3 $34M 351k 96.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 9.7 $32M 43k 739.77
Wisdomtree Tr Floatng Rat Trea (USFR) 6.9 $23M 448k 50.39
Spdr Series Trust St Str P400mid (SPMD) 6.1 $20M 319k 63.04
Ishares Tr Russell 2000 Etf (IWM) 5.6 $19M 67k 277.89
World Gold Tr Spdr Gld Minis (GLDM) 3.6 $12M 143k 82.18
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 3.4 $11M 37k 304.64
Vanguard Specialized Funds Div App Etf (VIG) 2.7 $8.9M 38k 233.31
Apple (AAPL) 1.0 $3.5M 10k 333.01
Vanguard Index Fds Mrngstr Mid Cap (VO) 0.8 $2.7M 35k 78.42
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $1.5M 2.00 747005.00
Wisdomtree Tr Us Smallcap Fund (EES) 0.4 $1.3M 21k 64.58
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.4 $1.2M 15k 82.97
Eli Lilly & Co. (LLY) 0.4 $1.2M 1.0k 1157.08
Sherwin-Williams Company (SHW) 0.3 $1.1M 3.4k 323.27
Vanguard Index Fds Mrngstr Grwt Etf (VUG) 0.3 $989k 11k 90.11
Allspring Exchange Traded Fu Ultra Srt Muni (AUSM) 0.3 $939k 38k 24.79
Microsoft Corporation (MSFT) 0.2 $781k 1.5k 513.06
EastGroup Properties (EGP) 0.2 $678k 3.4k 197.44
Chevron Corporation (CVX) 0.2 $651k 3.2k 204.22
JPMorgan Chase & Co. (JPM) 0.2 $564k 1.7k 330.80
Direxion Shares Etf Trust Da 500 Bu 3x Etf (SPXL) 0.2 $517k 1.8k 281.10
NVIDIA Corporation (NVDA) 0.2 $506k 2.2k 228.38
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $482k 3.8k 125.26
Vanguard World Health Car Etf (VHT) 0.1 $450k 1.4k 316.08
Vanguard Admiral Fds 500 Grth Idx F (VOOG) 0.1 $405k 4.7k 85.48
Amgen (AMGN) 0.1 $388k 920.00 421.51
Vanguard Index Fds Extend Mkt Etf (VXF) 0.1 $382k 1.7k 231.63
Vanguard Index Fds Mrngstr Val Etf (VTV) 0.1 $381k 1.8k 216.08
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $372k 13k 29.31
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $357k 509.00 700.98
Union Pacific Corporation (UNP) 0.1 $344k 1.3k 272.13
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.1 $327k 2.8k 118.39
Wisdomtree Tr Intl Equity Fd (DWM) 0.1 $308k 4.2k 73.64
Spdr Series Trust St Nuve Term Etf (SHM) 0.1 $303k 6.5k 46.65
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.1 $301k 6.0k 50.21
Autodesk (ADSK) 0.1 $293k 1.4k 209.00
Regions Financial Corporation (RF) 0.1 $276k 10k 26.88
Abbvie (ABBV) 0.1 $272k 1.0k 261.52
American Electric Power Company (AEP) 0.1 $267k 2.3k 118.64
Chubb (CB) 0.1 $248k 762.00 325.25
Johnson & Johnson (JNJ) 0.1 $237k 893.00 264.84
Alphabet Cap Stk Cl A (GOOGL) 0.1 $227k 661.00 344.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $208k 418.00 497.95
Intel Corporation (INTC) 0.1 $206k 1.7k 120.23
Alliant Energy Corporation (LNT) 0.1 $204k 3.2k 63.30