Perspective Wealth Advisors

Perspective Wealth Advisors as of March 31, 2026

Portfolio Holdings for Perspective Wealth Advisors

Perspective Wealth Advisors holds 55 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
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 14.6 $23M 35k 650.34
Ishares Tr Hdg Msci Eafe (HEFA) 7.2 $11M 262k 42.49
Ishares Tr Core S&p Mcp Etf (IJH) 5.6 $8.6M 128k 67.53
Spdr Series Trust State Street Spd (SJNK) 5.5 $8.5M 340k 24.98
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.2 $8.0M 14k 577.17
Schwab Strategic Tr Fundamental Emer (FNDE) 4.2 $6.4M 168k 38.26
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 4.0 $6.2M 124k 50.05
Ishares Tr Core S&p Scp Etf (IJR) 3.8 $5.8M 47k 124.31
Ishares Tr Core S&p500 Etf (IVV) 3.7 $5.7M 8.8k 653.22
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 3.4 $5.3M 47k 112.11
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 3.0 $4.7M 94k 50.12
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 2.8 $4.4M 80k 54.84
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.8 $4.3M 43k 100.57
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.2 $3.4M 24k 145.02
Legg Mason Etf Invt Franklin Us Low (LVHD) 1.9 $2.9M 69k 42.56
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 1.9 $2.9M 72k 40.54
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 1.7 $2.7M 21k 128.26
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.5 $2.4M 77k 30.68
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.5 $2.4M 31k 75.19
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 1.4 $2.2M 29k 76.02
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.4 $2.1M 8.6k 248.84
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.4 $2.1M 26k 82.57
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.4 $2.1M 41k 52.56
Spdr Series Trust State Street Spd (FLRN) 1.4 $2.1M 69k 30.78
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.3 $2.1M 72k 28.72
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 1.3 $2.0M 41k 50.48
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.2 $1.8M 28k 64.08
Schwab Strategic Tr Internl Divid (SCHY) 1.1 $1.7M 54k 31.66
PNC Financial Services (PNC) 1.0 $1.6M 7.8k 208.09
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 1.0 $1.6M 33k 48.15
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.9 $1.3M 38k 35.37
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.8 $1.2M 14k 88.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $953k 39k 24.75
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.6 $933k 11k 87.84
Spdr Series Trust State Street Spd (SPMD) 0.6 $909k 15k 59.22
Proshares Tr S&p Mdcp 400 Div (REGL) 0.6 $863k 10k 86.41
Spdr Series Trust State Street Spd (SPYM) 0.5 $836k 11k 76.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $699k 13k 54.05
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.4 $680k 17k 39.81
Spdr Index Shs Fds State Street Spd (EDIV) 0.4 $631k 16k 39.48
NVIDIA Corporation (NVDA) 0.4 $611k 3.5k 174.41
Spdr Series Trust State Street Spd (SPSM) 0.4 $610k 13k 48.32
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.3 $460k 14k 32.41
Tesla Motors (TSLA) 0.3 $450k 1.2k 371.78
Apple (AAPL) 0.2 $375k 1.5k 253.75
Spdr Series Trust State Street Spd (SPYD) 0.2 $374k 8.2k 45.52
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $357k 7.7k 46.23
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD) 0.2 $342k 15k 22.66
RBB Us Treasry 12 Mt (OBIL) 0.2 $329k 6.6k 50.08
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $327k 2.2k 148.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $249k 9.7k 25.64
RBB Us Treasy 2 Yr (UTWO) 0.2 $242k 5.0k 48.28
Microsoft Corporation (MSFT) 0.2 $237k 639.00 370.26
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $230k 1.1k 211.15
RBB Us Treas 3 Yr Nt (UTRE) 0.1 $201k 4.1k 49.48