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CIK: 0002080427
Total reported value
$181.8M
$181.8M
55 檔
32.3%
The Q1 2026 SEC filing reveals that Perspective Wealth Advisors LLC held a total portfolio value of $181.8M, covering 55 public equity positions.
In Q1 2026, Perspective Wealth Advisors LLC displayed an active expansion posture, initiating 3 new positions and adding to 38 existing holdings, outstripping position reductions.
| # | 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 | 14.59% | +0.24% | +12.56% | |
| 2 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 7.22% | -7.22% | EXIT | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 5.59% | +0.19% | +7.19% | |
| 4 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 5.51% | -2.28% | +38.84% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.16% | +0.99% | +19.22% | |
| 6 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 4.18% | -0.23% | +10.86% | |
| 7 | FLDR | Fidelity Low Durat Fact ETF | ETF-Other | 4.01% | -2.12% | +13.36% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 3.76% | +0.22% | +6.92% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.73% | +0.13% | +1.92% | |
| 10 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 3.42% | +1.60% | +16.68% | |
| 11 | GSY | Invesco Ultra Short Duration | ETF-Other | 3.05% | -2.66% | +7.84% | |
| 12 | IDMO | Invesco S&p International De | ETF-Other | 2.84% | +0.69% | +126.96% | |
| 13 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.77% | -2.63% | +27.14% | |
| 14 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 2.21% | +0.33% | +15.48% | |
| 15 | LVHD | Franklin U.s. Low Volatility | ETF-Other | 1.89% | -0.14% | +10.79% | |
| 16 | LVHI | Franklin International Low V | ETF-Other | 1.89% | -0.20% | +7.50% | |
| 17 | RWK | Invesco S&p Midcap 400 Rev | ETF-Other | 1.74% | -0.07% | +6.99% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.54% | -0.05% | +11.85% | |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.53% | +0.07% | +18.74% | |
| 20 | XSMO | Invesco S&p Smallcap Momentu | ETF-Other | 1.43% | +0.31% | +14.56% | |
| 21 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.39% | +0.02% | +6.56% | |
| 22 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.39% | -1.39% | EXIT | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.38% | -0.87% | — | |
| 24 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 1.38% | -0.12% | +6.14% | |
| 25 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.35% | -0.17% | +8.37% | |
| 26 | RWJ | Invesco S&p Smallcap 600 | ETF-Other | 1.33% | -0.04% | +6.64% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.17% | +7.14% | -1.42% | |
| 28 | SCHY | Schwab International Dvd ETF | ETF-Other | 1.11% | -0.06% | +18.66% | |
| 29 | PNC | Pnc Financial Services Group | Stock-Financials | 1.05% | — | — | |
| 30 | IHDG | Wisdomtree International Hed | ETF-Other | 1.04% | -0.20% | -2.82% | |
| 31 | IDHQ | Invesco S&p International De | ETF-Other | 0.86% | +0.04% | +22.19% | |
| 32 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.80% | -0.36% | -62.15% | |
| 33 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.62% | -0.04% | -19.09% | |
| 34 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.60% | -0.16% | -19.56% | |
| 35 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.59% | -0.02% | +29.58% | |
| 36 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-Other | 0.56% | -0.24% | +18.98% | |
| 37 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | -0.04% | -2.67% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.45% | -0.05% | -15.11% | |
| 39 | DIVI | Franklin International Core | ETF-Other | 0.44% | -0.06% | -1.40% | |
| 40 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.41% | -0.03% | +26.28% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | — | +34.72% | |
| 42 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.40% | +0.03% | +11.62% | |
| 43 | HDEF | Xtrackers Msci Eafe High Div | ETF-Other | 0.30% | -0.03% | — | |
| 44 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.29% | — | +9.89% | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.24% | +0.03% | +32.44% | |
| 46 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.24% | -0.07% | +65.71% | |
| 47 | IQLT | Ishares Msci International Q | ETF-Other | 0.23% | -0.02% | — | |
| 48 | SHYD | Vaneck Sh Hi Yld Muni | ETF-Other | 0.22% | -0.22% | EXIT | |
| 49 | OBIL | F/m US Treasury 12 Month Bil | ETF-Gov Bonds | 0.21% | -0.21% | EXIT | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.21% | -0.01% | — |
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 Q1 2026.
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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 SPY, HEFA, IJH) accounted for 32.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
SHY
市值: $2.1M
Top Position Liquidated / Trimmed
SHYG
前期市值: $3.5M
During Q1 2026, Perspective Wealth Advisors LLC's top holdings by market value included SPY (14.6%)、HEFA (7.2%)、IJH (5.6%). The largest single position, SPY, represented 14.6% of total portfolio value.
In Q1 2026, Perspective Wealth Advisors LLC made 54 total portfolio adjustments, initiating 3 new buys, adding to 38 positions, trimming 10 holdings, and fully liquidating 3 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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