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CIK: 0001909565
Total reported value
$325.9M
$325.9M
44 檔
62.8%
In Q1 2026, New Perspectives, Inc's U.S. equity holdings reached a combined market value of $325.9M, distributed across 44 disclosed stock positions.
During Q1 2026, New Perspectives, Inc performed routine portfolio adjustments (2 new buys, 12 additions, 13 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WCPB | Weitz Core Plus Bond ETF | ETF-Other | 25.11% | -1.06% | +3.15% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 19.37% | +0.41% | -0.63% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 10.26% | -0.11% | +3.71% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.89% | +0.93% | -1.35% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 7.26% | -0.49% | -0.05% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 6.00% | +0.35% | +3.46% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.38% | +0.58% | +3.70% | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 5.12% | -1.59% | -0.00% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.90% | -0.10% | -1.49% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.52% | +0.57% | +16.24% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.98% | -0.03% | — | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.88% | -0.01% | -1.07% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.50% | -0.04% | — | |
| 14 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.42% | +0.01% | -4.63% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.42% | -0.03% | -3.58% | |
| 16 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.37% | -0.02% | — | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.05% | — | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.28% | +0.01% | — | |
| 19 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 0.22% | -0.01% | — | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 0.20% | -0.03% | +0.07% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | +0.06% | |
| 22 | CVX | Chevron CORP | Stock-Energy | 0.16% | -0.04% | -1.00% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.15% | — | -5.96% | |
| 24 | VHT | Vanguard Health Care ETF | ETF-Other | 0.13% | — | -3.40% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | +0.01% | +1.14% | |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | — | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.12% | +0.01% | — | |
| 28 | ADSK | Autodesk Inc | Stock-Tech | 0.12% | -0.04% | — | |
| 29 | AMGN | Amgen Inc | Stock-Healthcare | 0.11% | -0.01% | — | |
| 30 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.11% | — | -3.06% | |
| 31 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.11% | -0.01% | — | |
| 32 | UNP | Union Pacific CORP | Stock-Industrials | 0.11% | — | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | +0.39% | |
| 34 | AEP | American Electric Power | Stock-Utilities | 0.10% | -0.01% | — | |
| 35 | DWM | Wisdomtree International Equ | ETF-Other | 0.10% | -0.01% | — | |
| 36 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.10% | +0.05% | +8.77% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.09% | — | -13.69% | |
| 38 | RF | Regions Financial CORP | Stock-Financials | 0.09% | +0.01% | — | |
| 39 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.09% | +0.03% | +0.16% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.09% | -0.01% | — | |
| 41 | LNT | Alliant Energy CORP | Stock-Utilities | 0.08% | — | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.08% | — | +0.39% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.08% | -0.01% | — | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.07% | -0.07% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WCPB | Weitz Core Plus Bond ETF | +0.5% | +3.15% | Add |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.5% | +3.71% | Add |
| 3 | GLDM | Spdr Gold Minishares Trust | +0.4% | -0.00% | Trim |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.3% | +3.46% | Add |
| 5 | IWM | Ishares Russell 2000 ETF | +0.2% | +3.70% | Add |
| 6 | QQQM | Invesco Nasdaq 100 ETF | +0.2% | +16.24% | Add |
| 7 | CVX | Chevron CORP | 0% | -1.00% | Trim |
| 8 | AEP | American Electric Power | 0% | — | Unchanged |
| 9 | EGP | Eastgroup Properties Inc | 0% | — | Unchanged |
| 10 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 11 | LNT | Alliant Energy CORP | 0% | — | Unchanged |
| 12 | UNP | Union Pacific CORP | 0% | — | Unchanged |
| 13 | CB | Chubb Limited | 0% | — | Unchanged |
| 14 | VOO | Vanguard S&p 500 ETF | — | +0.39% | Add |
| 15 | ABBV | Abbvie Inc | — | +0.39% | Add |
| 16 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 17 | VXF | Vanguard Extended Market ETF | — | — | Unchanged |
| 18 | DWM | Wisdomtree International Equ | — | — | Unchanged |
| 19 | SHM | Ss Spdr N Ice St Muni ETF | — | — | Unchanged |
| 20 | EES | Wisdomtree US Smallcap Fund | 0% | -4.63% | Trim |
| 21 | SPXL | Direxion Daily S&p 500 Bull | 0% | +8.77% | Add |
| 22 | SCHB | Schwab US Broad Market ETF | 0% | -3.06% | Trim |
| 23 | VOOG | Vanguard S&p 500 Growth ETF | 0% | +0.16% | Add |
| 24 | NVDA | Nvidia CORP | 0% | +1.14% | Add |
| 25 | VEU | Vanguard Ftse All-world Ex-u | 0% | -3.58% | Trim |
| 26 | SHW | Sherwin-williams Co/the | 0% | — | Unchanged |
| 27 | RF | Regions Financial CORP | 0% | — | Unchanged |
| 28 | USFR | Wisdomtree Floating Rate Tre | 0% | -0.05% | Trim |
| 29 | ADSK | Autodesk Inc | 0% | — | Unchanged |
| 30 | IWF | Ishares Russell 1000 Growth | 0% | -5.96% | Trim |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 32 | VO | Vanguard Mid-cap ETF | 0% | -1.07% | Trim |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +0.06% | Add |
| 34 | VHT | Vanguard Health Care ETF | 0% | -3.40% | Trim |
| 35 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | -13.69% | Trim |
| 36 | VUG | Vanguard Growth ETF | 0% | — | Unchanged |
| 37 | MSFT | Microsoft CORP | -0.1% | +0.07% | Add |
| 38 | LLY | Eli Lilly & Co | -0.1% | — | Unchanged |
| 39 | AAPL | Apple Inc | -0.1% | — | Unchanged |
| 40 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -1.49% | Trim |
| 41 | QQQ | Invesco Qqq Trust Series 1 | -0.7% | -1.35% | Trim |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | -1.1% | -0.63% | Trim |
| 43 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 44 | COST | Costco Wholesale CORP | — | 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 44 disclosed positions in Q1 2026.
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 WCPB, SPYM, IEFA) accounted for 62.8% of total reported equity market value during Q1 2026.
Top New Position Initiated
JNJ
市值: $218.4K
Top Position Liquidated / Trimmed
SPYM
前期市值: $59.0M
During Q1 2026, New Perspectives, Inc's top holdings by market value included WCPB (25.1%)、SPYM (19.4%)、IEFA (10.3%). The largest single position, WCPB, represented 25.1% of total portfolio value.
In Q1 2026, New Perspectives, Inc made 27 total portfolio adjustments, initiating 2 new buys, adding to 12 positions, trimming 13 holdings, and fully liquidating 0 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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