13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001909565
Total reported value
$325.9M
$325.9M
40 檔
45.6%
During the Q3 2025 filing period, New Perspectives, Inc (CIK: 0001909565) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $325.9M across 40 reported positions.
New Perspectives, Inc executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 2 holdings and trimming 12 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 25.62% | +0.41% | -5.54% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 12.40% | +0.93% | -4.22% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 12.07% | -0.11% | +0.94% | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 9.27% | -0.49% | -18.55% | |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 7.09% | +0.35% | +1.57% | |
| 6 | WCPB | Weitz Core Plus Bond ETF | ETF-Other | 6.48% | -1.06% | — | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 6.38% | +0.58% | +3.58% | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 5.40% | -1.59% | +1.70% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.72% | -0.10% | -3.78% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.45% | +0.57% | +11.32% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.27% | -0.03% | — | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.19% | -0.01% | +0.84% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.68% | -0.04% | — | |
| 14 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.58% | +0.01% | -9.80% | |
| 15 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.56% | -0.02% | — | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.53% | -0.03% | -8.50% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | +0.01% | — | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.05% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.35% | -0.03% | +0.07% | |
| 20 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 0.26% | -0.01% | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | — | — | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.22% | — | — | |
| 23 | ADSK | Autodesk Inc | Stock-Tech | 0.20% | -0.04% | — | |
| 24 | VHT | Vanguard Health Care ETF | ETF-Other | 0.19% | — | -9.83% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.18% | +0.01% | — | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.16% | -0.04% | — | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.16% | +0.01% | -0.59% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | — | — | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.15% | — | — | |
| 30 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.14% | -0.01% | — | |
| 31 | UNP | Union Pacific CORP | Stock-Industrials | 0.13% | — | — | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.13% | — | -0.14% | |
| 33 | ORCL | Oracle CORP | Stock-Tech | 0.13% | — | — | |
| 34 | DWM | Wisdomtree International Equ | ETF-Other | 0.12% | -0.01% | — | |
| 35 | RF | Regions Financial CORP | Stock-Financials | 0.12% | +0.01% | — | |
| 36 | AMGN | Amgen Inc | Stock-Healthcare | 0.12% | -0.01% | — | |
| 37 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | — | — | |
| 38 | LNT | Alliant Energy CORP | Stock-Utilities | 0.10% | — | — | |
| 39 | CB | Chubb Limited | Stock-Financials | 0.10% | -0.01% | — | |
| 40 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.09% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | +3.2% | +1.70% | Add |
| 2 | QQQM | Invesco Nasdaq 100 ETF | +0.5% | +11.32% | Add |
| 3 | MSFT | Microsoft CORP | +0.1% | +0.07% | Add |
| 4 | NVDA | Nvidia CORP | +0.1% | — | Unchanged |
| 5 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 6 | JPM | Jpmorgan Chase & Co | 0% | — | Add |
| 7 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 8 | ADSK | Autodesk Inc | — | — | Unchanged |
| 9 | VXF | Vanguard Extended Market ETF | — | -0.59% | Trim |
| 10 | SCHB | Schwab US Broad Market ETF | — | — | Unchanged |
| 11 | RF | Regions Financial CORP | — | — | Unchanged |
| 12 | ABBV | Abbvie Inc | — | — | Add |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -0.14% | Trim |
| 14 | DWM | Wisdomtree International Equ | 0% | — | Unchanged |
| 15 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 16 | LNT | Alliant Energy CORP | 0% | — | Unchanged |
| 17 | CB | Chubb Limited | 0% | — | Unchanged |
| 18 | SHM | Ss Spdr N Ice St Muni ETF | 0% | — | Unchanged |
| 19 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 20 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 21 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +0.94% | Add |
| 22 | EGP | Eastgroup Properties Inc | -0.1% | — | Unchanged |
| 23 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -8.50% | Trim |
| 24 | VHT | Vanguard Health Care ETF | -0.1% | -9.83% | Trim |
| 25 | VO | Vanguard Mid-cap ETF | -0.1% | +0.84% | Trim |
| 26 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 27 | SHW | Sherwin-williams Co/the | -0.1% | — | Unchanged |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | — | Unchanged |
| 29 | AAPL | Apple Inc | -0.2% | — | Trim |
| 30 | EES | Wisdomtree US Smallcap Fund | -0.2% | -9.80% | Trim |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.3% | +1.57% | Add |
| 32 | VIG | Vanguard Dividend Apprec ETF | -0.5% | -3.78% | Trim |
| 33 | IWM | Ishares Russell 2000 ETF | -0.7% | +3.58% | Trim |
| 34 | QQQ | Invesco Qqq Trust Series 1 | -1.6% | -4.22% | Trim |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -2.7% | -5.54% | Trim |
| 36 | USFR | Wisdomtree Floating Rate Tre | -3.5% | -18.55% | Trim |
| 37 | WCPB | Weitz Core Plus Bond ETF | — | NEW | New buy |
| 38 | CVX | Chevron CORP | — | NEW | New buy |
| 39 | ORCL | Oracle CORP | — | NEW | New buy |
| 40 | UNH | Unitedhealth Group Inc | — | EXIT | Sold out |
| 41 | SPXL | Direxion Daily S&p 500 Bull | — | NEW | New buy |
| 42 | BOXX | Alpha Architect 1-3 Mnth Box | — | EXIT | Sold out |
According to official SEC Form 13F filings, New Perspectives, Inc reported a total U.S. public equity portfolio value of $325.9M across 40 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, QQQ, IEFA) accounted for 45.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
WCPB
市值: $14.5M
Top Position Liquidated / Trimmed
UNH
前期市值: $232.5K
During Q3 2025, New Perspectives, Inc's top holdings by market value included SPYM (25.6%)、QQQ (12.4%)、IEFA (12.1%). The largest single position, SPYM, represented 25.6% of total portfolio value.
In Q3 2025, New Perspectives, Inc made 25 total portfolio adjustments, initiating 4 new buys, adding to 7 positions, trimming 12 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.