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CIK: 0001909565
Total reported value
$329.0M
$329.0M
49 檔
69.9%
As reported in its official Q2 2026 Form 13F filing, New Perspectives, Inc's tracked investment portfolio stood at $329.0M with 49 total positions.
In Q2 2026, New Perspectives, Inc displayed an active expansion posture, initiating 6 new positions and adding to 13 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WCPB | Weitz Core Plus Bond ETF | ETF-Other | 24.05% | -0.43% | +7.85% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 19.78% | +0.58% | +0.40% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 10.15% | +0.19% | +4.68% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.82% | -0.15% | -2.35% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 6.77% | +0.09% | +5.30% | |
| 6 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 6.35% | -0.24% | +4.80% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 5.96% | -0.33% | +3.30% | |
| 8 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.53% | +0.05% | -9.22% | |
| 9 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 3.09% | +0.31% | +8.51% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.80% | -0.08% | -1.16% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 0.95% | +0.10% | -3.42% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.87% | -0.03% | +297.05% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.46% | -0.01% | — | |
| 14 | EES | Wisdomtree US Smallcap Fund | ETF-Other | 0.43% | -0.03% | -1.82% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.39% | -0.01% | -6.10% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | -0.01% | — | |
| 17 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.35% | -0.02% | — | |
| 18 | AUSM | Allspring Ultra Sh Muni ETF | ETF-Other | 0.31% | -0.02% | — | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.29% | +0.01% | +500.00% | |
| 20 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 0.21% | — | +0.03% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.17% | +0.07% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | — | — | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.15% | — | +287.12% | |
| 24 | SPXL | Direxion Daily S&p 500 Bull | ETF-Large Cap & Growth | 0.15% | +0.01% | +12.90% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | +0.01% | — | |
| 26 | VHT | Vanguard Health Care ETF | ETF-Other | 0.13% | +0.01% | — | |
| 27 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.13% | -0.01% | — | |
| 28 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.12% | — | +638.53% | |
| 29 | VTV | Vanguard Value ETF | ETF-Other | 0.12% | — | — | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.12% | +0.08% | — | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.11% | — | — | |
| 32 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.11% | — | — | |
| 33 | UNP | Union Pacific CORP | Stock-Industrials | 0.11% | -0.01% | — | |
| 34 | AMGN | Amgen Inc | Stock-Healthcare | 0.10% | +0.02% | — | |
| 35 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.10% | — | — | |
| 36 | SHM | Ss Spdr N Ice St Muni ETF | ETF-Other | 0.10% | -0.01% | — | |
| 37 | RF | Regions Financial CORP | Stock-Financials | 0.10% | -0.02% | — | |
| 38 | AEP | American Electric Power | Stock-Utilities | 0.09% | -0.01% | — | |
| 39 | DWM | Wisdomtree International Equ | ETF-Other | 0.09% | — | — | |
| 40 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.09% | — | — | |
| 41 | ADSK | Autodesk Inc | Stock-Tech | 0.08% | +0.01% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.08% | — | — | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.08% | — | — | |
| 44 | LNT | Alliant Energy CORP | Stock-Utilities | 0.08% | -0.02% | — | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.07% | — | — | |
| 46 | INTC | Intel CORP | Stock-Tech | 0.07% | -0.01% | — | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.07% | — | — | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.06% | — | — | |
| 49 | VB | Vanguard Small-cap ETF | ETF-Other | 0.06% | -0.06% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.9% | -2.35% | Trim |
| 2 | IWM | Ishares Russell 2000 ETF | +0.6% | +3.30% | Add |
| 3 | QQQM | Invesco Nasdaq 100 ETF | +0.6% | +8.51% | Add |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.4% | +0.40% | Add |
| 5 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.4% | +4.80% | Add |
| 6 | AUSM | Allspring Ultra Sh Muni ETF | +0.3% | NEW | New buy |
| 7 | BOXX | Alpha Architect 1-3 Mnth Box | +0.1% | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 9 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | New buy |
| 11 | VB | Vanguard Small-cap ETF | +0.1% | NEW | New buy |
| 12 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 13 | SPXL | Direxion Daily S&p 500 Bull | +0.1% | +12.90% | Add |
| 14 | VOOG | Vanguard S&p 500 Growth ETF | 0% | +638.53% | Add |
| 15 | EES | Wisdomtree US Smallcap Fund | 0% | -1.82% | Trim |
| 16 | VUG | Vanguard Growth ETF | 0% | +500.00% | Add |
| 17 | VXF | Vanguard Extended Market ETF | 0% | — | Unchanged |
| 18 | NVDA | Nvidia CORP | 0% | — | Unchanged |
| 19 | RF | Regions Financial CORP | 0% | — | Unchanged |
| 20 | JPM | Jpmorgan Chase & Co | — | — | Unchanged |
| 21 | IWF | Ishares Russell 1000 Growth | — | +287.12% | Add |
| 22 | SCHB | Schwab US Broad Market ETF | — | — | Unchanged |
| 23 | VOO | Vanguard S&p 500 ETF | — | — | Unchanged |
| 24 | VTV | Vanguard Value ETF | — | — | Unchanged |
| 25 | VHT | Vanguard Health Care ETF | — | — | Unchanged |
| 26 | UNP | Union Pacific CORP | — | — | Unchanged |
| 27 | ABBV | Abbvie Inc | — | — | Unchanged |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | — | — | Unchanged |
| 29 | LNT | Alliant Energy CORP | — | — | Unchanged |
| 30 | VO | Vanguard Mid-cap ETF | 0% | +297.05% | Add |
| 31 | EGP | Eastgroup Properties Inc | 0% | +0.03% | Add |
| 32 | DWM | Wisdomtree International Equ | 0% | — | Unchanged |
| 33 | AEP | American Electric Power | 0% | — | Unchanged |
| 34 | CB | Chubb Limited | 0% | — | Unchanged |
| 35 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 36 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 37 | SHM | Ss Spdr N Ice St Muni ETF | 0% | — | Unchanged |
| 38 | SHW | Sherwin-williams Co/the | 0% | — | Unchanged |
| 39 | AAPL | Apple Inc | 0% | -3.42% | Trim |
| 40 | VEU | Vanguard Ftse All-world Ex-u | 0% | -6.10% | Trim |
| 41 | MSFT | Microsoft CORP | 0% | — | Unchanged |
| 42 | CVX | Chevron CORP | 0% | — | Unchanged |
| 43 | ADSK | Autodesk Inc | 0% | — | Unchanged |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 45 | COST | Costco Wholesale CORP | -0.1% | EXIT | Sold out |
| 46 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -1.16% | Trim |
| 47 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +4.68% | Add |
| 48 | USFR | Wisdomtree Floating Rate Tre | -0.5% | +5.30% | Add |
| 49 | WCPB | Weitz Core Plus Bond ETF | -1.1% | +7.85% | Add |
| 50 | GLDM | Spdr Gold Minishares Trust | -1.6% | -9.22% | Trim |
According to official SEC Form 13F filings, New Perspectives, Inc reported a total U.S. public equity portfolio value of $329.0M across 49 disclosed positions in Q2 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 69.9% of total reported equity market value during Q2 2026.
Top New Position Initiated
AUSM
市值: $1.0M
Top Position Liquidated / Trimmed
COST
前期市值: $207.3K
During Q2 2026, New Perspectives, Inc's top holdings by market value included WCPB (24.1%)、SPYM (19.8%)、IEFA (10.2%). The largest single position, WCPB, represented 24.1% of total portfolio value.
In Q2 2026, New Perspectives, Inc made 26 total portfolio adjustments, initiating 6 new buys, adding to 13 positions, trimming 6 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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