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CIK: 0001909565
Total reported value
$325.9M
$325.9M
42 檔
63.5%
The Q4 2025 SEC filing reveals that New Perspectives, Inc held a total portfolio value of $325.9M, covering 42 public equity positions.
In Q4 2025, New Perspectives, Inc displayed an active expansion posture, initiating 3 new positions and adding to 13 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including WCPB, SPYM, IEFA) accounted for 63.5% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WCPB | Weitz Core Plus Bond ETF | ETF-Other | 24.61% | -1.06% | +388.69% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 20.45% | +0.41% | +0.62% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 9.79% | -0.11% | +2.20% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.61% | +0.93% | -2.27% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 7.27% | -0.49% | +1.12% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 5.68% | +0.35% | +2.11% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.15% | +0.58% | +2.53% | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 4.72% | -1.59% | +1.08% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.01% | -0.10% | +2.60% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.31% | +0.57% | +18.99% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.05% | -0.03% | — | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.90% | -0.01% | -0.92% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.52% | -0.04% | — | |
| 14 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.43% | +0.01% | -6.15% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.43% | -0.03% | — | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.05% | -7.57% | |
| 17 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.38% | -0.02% | -6.94% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.31% | +0.01% | +0.55% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.26% | -0.03% | — | |
| 20 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 0.21% | -0.01% | — | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.19% | — | — | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.17% | — | — | |
| 23 | VHT | Vanguard Health Care ETF | ETF-Other | 0.15% | — | -10.90% | |
| 24 | ADSK | Autodesk Inc | Stock-Tech | 0.14% | -0.04% | — | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.01% | — | |
| 26 | CVX | Chevron CORP | Stock-Energy | 0.12% | -0.04% | +0.09% | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.12% | +0.01% | -0.77% | |
| 28 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.12% | — | — | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | — | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | — | |
| 31 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.11% | +0.05% | +50.00% | |
| 32 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.11% | -0.01% | — | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.11% | — | — | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.10% | -0.01% | — | |
| 35 | UNP | Union Pacific CORP | Stock-Industrials | 0.10% | — | — | |
| 36 | DWM | Wisdomtree International Equ | ETF-Other | 0.10% | -0.01% | — | |
| 37 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.10% | +0.03% | — | |
| 38 | RF | Regions Financial CORP | Stock-Financials | 0.10% | +0.01% | — | |
| 39 | AEP | American Electric Power | Stock-Utilities | 0.09% | -0.01% | — | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.08% | -0.01% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.08% | — | +0.39% | |
| 42 | LNT | Alliant Energy CORP | Stock-Utilities | 0.07% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WCPB | Weitz Core Plus Bond ETF | +18.1% | +388.69% | Add |
| 2 | SPXL | Direxion Daily S&p 500 Bull | 0% | +50.00% | Add |
| 3 | LLY | Eli Lilly & Co | 0% | -7.57% | Trim |
| 4 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 5 | CB | Chubb Limited | 0% | — | Unchanged |
| 6 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | — | Unchanged |
| 7 | DWM | Wisdomtree International Equ | 0% | — | Unchanged |
| 8 | RF | Regions Financial CORP | 0% | — | Unchanged |
| 9 | VTV | Vanguard Value ETF | 0% | — | Unchanged |
| 10 | LNT | Alliant Energy CORP | 0% | — | Unchanged |
| 11 | SCHB | Schwab US Broad Market ETF | 0% | — | Unchanged |
| 12 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 13 | ABBV | Abbvie Inc | 0% | +0.39% | Add |
| 14 | SHM | Ss Spdr N Ice St Muni ETF | 0% | — | Unchanged |
| 15 | CVX | Chevron CORP | 0% | +0.09% | Add |
| 16 | VHT | Vanguard Health Care ETF | 0% | -10.90% | Trim |
| 17 | VXF | Vanguard Extended Market ETF | 0% | -0.77% | Trim |
| 18 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 19 | EGP | Eastgroup Properties Inc | -0.1% | — | Unchanged |
| 20 | JPM | Jpmorgan Chase & Co | -0.1% | — | Unchanged |
| 21 | IWF | Ishares Russell 1000 Growth | -0.1% | — | Unchanged |
| 22 | ADSK | Autodesk Inc | -0.1% | — | Unchanged |
| 23 | VUG | Vanguard Growth ETF | -0.1% | +0.55% | Add |
| 24 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 25 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | — | Unchanged |
| 26 | QQQM | Invesco Nasdaq 100 ETF | -0.1% | +18.99% | Add |
| 27 | EES | Wisdomtree US Smallcap Fund | -0.2% | -6.15% | Trim |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | — | Unchanged |
| 29 | SHW | Sherwin-williams Co/the | -0.2% | -6.94% | Trim |
| 30 | AAPL | Apple Inc | -0.2% | — | Unchanged |
| 31 | VO | Vanguard Mid-cap ETF | -0.3% | -0.92% | Trim |
| 32 | GLDM | Spdr Gold Minishares Trust | -0.7% | +1.08% | Add |
| 33 | VIG | Vanguard Dividend Apprec ETF | -0.7% | +2.60% | Add |
| 34 | IWM | Ishares Russell 2000 ETF | -1.2% | +2.53% | Add |
| 35 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -1.4% | +2.11% | Add |
| 36 | USFR | Wisdomtree Floating Rate Tre | -2% | +1.12% | Add |
| 37 | IEFA | Ishares Core Msci Eafe ETF | -2.3% | +2.20% | Add |
| 38 | QQQ | Invesco Qqq Trust Series 1 | -2.8% | -2.27% | Trim |
| 39 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -5.2% | +0.62% | Add |
| 40 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 41 | VOOG | Vanguard S&p 500 Growth ETF | — | NEW | New buy |
| 42 | ORCL | Oracle CORP | — | EXIT | Sold out |
| 43 | AEP | American Electric Power | — | NEW | New buy |
According to official SEC Form 13F filings, New Perspectives, Inc reported a total U.S. public equity portfolio value of $325.9M across 42 disclosed positions in Q4 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.
Top New Position Initiated
VOO
市值: $318.3K
Top Position Liquidated / Trimmed
ORCL
前期市值: $281.2K
During Q4 2025, New Perspectives, Inc's top holdings by market value included WCPB (24.6%)、SPYM (20.4%)、IEFA (9.8%). The largest single position, WCPB, represented 24.6% of total portfolio value.
In Q4 2025, New Perspectives, Inc made 24 total portfolio adjustments, initiating 3 new buys, adding to 13 positions, trimming 7 holdings, and fully liquidating 1 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.
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