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CIK: 0002080427
Total reported value
$181.8M
$181.8M
55 檔
28.5%
In Q4 2025, Perspective Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $181.8M, distributed across 55 disclosed stock positions.
During Q4 2025, Perspective Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.92% | +0.24% | — | |
| 2 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 6.87% | -7.22% | EXIT | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.60% | +0.19% | — | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.06% | +0.99% | — | |
| 5 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.41% | -2.28% | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.21% | +0.13% | — | |
| 7 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 3.90% | -2.12% | — | |
| 8 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 3.90% | -0.23% | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.73% | +0.22% | — | |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.42% | +1.60% | — | |
| 11 | GSY | Invesco Ultra Short Duration | ETF-Other | 3.11% | -2.66% | — | |
| 12 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.47% | — | — | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.39% | -2.63% | — | |
| 14 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 2.38% | -0.36% | — | |
| 15 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.00% | +0.33% | — | |
| 16 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 1.76% | -0.07% | — | |
| 17 | LVHD | Franklin U.s. Low Volatility | ETF-Other | 1.76% | -0.14% | — | |
| 18 | LVHI | Franklin International Low V | ETF-Other | 1.76% | -0.20% | — | |
| 19 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.60% | +0.02% | — | |
| 20 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.42% | -0.12% | — | |
| 21 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.41% | +0.07% | — | |
| 22 | ZTRE | F/m 3-year Inv Gr CORP B ETF | ETF-Other | 1.40% | — | — | |
| 23 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.39% | -0.17% | — | |
| 24 | IDMO | Invesco S&p International De | ETF-Other | 1.39% | +0.69% | — | |
| 25 | ZTWO | F/m 2-year Inv G CORP B ETF | ETF-Other | 1.38% | — | — | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.35% | -0.05% | — | |
| 27 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 1.32% | -0.04% | — | |
| 28 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.30% | +0.31% | — | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.27% | +7.14% | — | |
| 30 | IHDG | Wisdomtree International Hed | ETF-Other | 1.18% | -0.20% | — | |
| 31 | SCHY | Schwab International Dvd ETF | ETF-Other | 0.97% | -0.06% | — | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.84% | -0.16% | — | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.81% | -0.04% | — | |
| 34 | IDHQ | Invesco S&p International De | ETF-Other | 0.77% | +0.04% | — | |
| 35 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.64% | -0.04% | — | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.58% | -0.05% | — | |
| 37 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.50% | -0.24% | — | |
| 38 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.49% | -0.02% | — | |
| 39 | DIVI | Franklin International Core | ETF-Other | 0.48% | -0.06% | — | |
| 40 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.38% | +0.03% | — | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.35% | — | — | |
| 42 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.35% | -0.03% | — | |
| 43 | NVDA | Nvidia CORP | Stock-Tech | 0.35% | — | — | |
| 44 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.31% | -0.03% | — | |
| 45 | IQLT | Ishares Msci International Q | ETF-Other | 0.25% | -0.02% | — | |
| 46 | OBIL | F/m US Treasury 12 Month Bil | ETF-Gov Bonds | 0.24% | -0.21% | EXIT | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.23% | -0.01% | — | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.22% | +0.03% | — | |
| 49 | SHYD | Vaneck Sh Hi Yld Muni | ETF-Other | 0.20% | -0.22% | EXIT | |
| 50 | UTWO | F/m US Treasury 2 Year Note | ETF-Gov Bonds | 0.18% | -0.16% | EXIT |
According to official SEC Form 13F filings, Perspective Wealth Advisors LLC reported a total U.S. public equity portfolio value of $181.8M across 55 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, HEFA, IJH) accounted for 28.5% of total reported equity market value during Q4 2025.
During Q4 2025, Perspective Wealth Advisors LLC's top holdings by market value included SPY (14.9%)、HEFA (6.9%)、IJH (5.6%). The largest single position, SPY, represented 14.9% of total portfolio value.
In Q4 2025, Perspective Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 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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