Perspective Wealth Advisors

Perspective Wealth Advisors as of June 30, 2026

Portfolio Holdings for Perspective Wealth Advisors

Perspective Wealth Advisors holds 70 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
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 14.8 $27M 36k 746.77
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.3 $15M 212k 71.25
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.2 $11M 15k 736.39
Ishares Tr Core S&p Mcp Etf (IJH) 5.8 $11M 136k 77.11
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 5.0 $9.1M 57k 161.54
Ishares Tr Core S&p Scp Etf (IJR) 4.0 $7.2M 49k 148.31
Schwab Strategic Tr Fund Em Equi Etf (FNDE) 4.0 $7.2M 181k 39.68
Ishares Tr Core S&p500 Etf (IVV) 3.9 $7.0M 9.4k 748.90
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO) 3.5 $6.4M 107k 60.29
Spdr Series Trust St Term High Etf (SJNK) 3.2 $5.9M 235k 25.03
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 2.5 $4.6M 27k 170.14
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 2.0 $3.7M 72k 51.00
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR) 1.9 $3.4M 69k 50.11
Legg Mason Etf Invt Franklin Us Low (LVHD) 1.7 $3.2M 72k 44.00
Invesco Exchange Traded Fd T S&p Smlcp Moment (XSMO) 1.7 $3.2M 34k 93.63
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 1.7 $3.1M 76k 40.59
Invesco Exch Traded Fd Tr Ii S&p Mdcp 400 Rev (RWK) 1.7 $3.0M 21k 146.26
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.6 $2.9M 32k 90.10
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.5 $2.7M 86k 31.71
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.4 $2.6M 8.8k 290.62
Ab Active Etfs Tax Aware Shrt (TAFI) 1.4 $2.5M 98k 25.22
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ) 1.3 $2.3M 39k 59.50
Spdr Series Trust St Str Rate Etf (FLRN) 1.3 $2.3M 74k 30.85
Vaneck Etf Trust Fallen Angel Hg (ANGL) 1.2 $2.2M 74k 29.24
Ishares U S Etf Tr Shor Mat Mun Etf (MEAR) 1.1 $2.0M 39k 50.38
PNC Financial Services (PNC) 1.1 $1.9M 7.8k 246.22
Schwab Strategic Tr Internl Divid (SCHY) 1.0 $1.9M 60k 31.73
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ) 0.9 $1.6M 37k 43.71
Schwab Strategic Tr Govt Mone Ma Etf (SGVT) 0.9 $1.5M 15k 100.74
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 0.8 $1.5M 29k 52.38
Spdr Series Trust St Inter Bd Etf (SPIB) 0.8 $1.4M 41k 33.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.6 $1.0M 38k 27.70
Spdr Series Trust St Str P400mid (SPMD) 0.6 $1.0M 15k 67.56
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.5 $999k 20k 50.49
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.5 $973k 19k 51.05
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.5 $932k 18k 52.41
Spdr Series Trust St Str P500etf (SPYM) 0.5 $913k 10k 87.88
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU) 0.4 $809k 16k 49.80
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.4 $801k 8.4k 95.62
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $793k 8.5k 93.38
Spdr Series Trust ST STR SP600 SML (SPSM) 0.4 $782k 14k 57.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $735k 12k 59.69
NVIDIA Corporation (NVDA) 0.4 $720k 3.6k 200.10
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.4 $703k 14k 50.15
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI) 0.4 $694k 16k 42.72
Spdr Index Shs Fds St Mar Divid Etf (EDIV) 0.4 $691k 17k 40.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $617k 898.00 686.81
Proshares Tr S&p Mdcp 400 Div (REGL) 0.3 $590k 6.4k 91.58
Tesla Motors (TSLA) 0.3 $529k 1.3k 420.64
Capital Grp Fixed Incm Etf T Shor Dur Mun Etf (CGSM) 0.3 $524k 20k 26.39
Apple (AAPL) 0.3 $491k 1.7k 289.32
Dbx Etf Tr Xtrack Msci Eafe (HDEF) 0.3 $491k 15k 32.14
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 0.2 $420k 15k 27.47
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 0.2 $417k 8.4k 49.55
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.2 $410k 8.1k 50.57
Ishares Tr Msci Intl Qualty (IQLT) 0.2 $383k 7.7k 49.55
Wisdomtree Tr Us Smallcap Divd (DES) 0.2 $369k 9.1k 40.68
Ishares Tr Select Divid Etf (DVY) 0.2 $357k 2.3k 156.30
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $357k 2.3k 158.03
Capital Grp Fixed Incm Etf T High Yield Bond (CGHY) 0.2 $356k 14k 25.33
Blackrock Etf Trust Ii Shor Dura Hi Etf (SHYM) 0.2 $349k 16k 22.45
Spdr Series Trust St Str Sp500div (SPYD) 0.2 $307k 6.4k 47.71
Wisdomtree Tr Us Midcap Divid (DON) 0.2 $304k 5.4k 56.52
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.2 $301k 1.8k 170.86
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $294k 10k 29.43
Amazon (AMZN) 0.1 $262k 1.1k 238.38
Microsoft Corporation (MSFT) 0.1 $257k 688.00 373.10
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.1 $257k 2.5k 100.81
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $247k 1.1k 227.06
Alphabet Cap Stk Cl A (GOOGL) 0.1 $211k 592.00 357.10