§ 13F · FUND PROFILE
New Perspectives, Inc.
AUM · $326M (13F)Positions · 49Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | WCPB | NORTHERN LTS FD TR II | 3.09M | $78M | 24.1% | +8% |
| 2 | SPYM | SPDR SERIES TRUST | 734K | $64M | 19.8% | ±0% |
| 3 | IEFA | ISHARES TR | 343K | $33M | 10.2% | +5% |
| 4 | QQQ | INVESCO QQQ TR | 43K | $32M | 9.8% | −2% |
| 5 | USFR | WISDOMTREE TR | 438K | $22M | 6.8% | +5% |
| 6 | SPMD | SPDR SERIES TRUST | 306K | $21M | 6.4% | +5% |
| 7 | IWM | ISHARES TR | 65K | $19M | 6.0% | +3% |
| 8 | GLDM | WORLD GOLD TR | 145K | $12M | 3.5% | −9% |
| 9 | QQQM | INVESCO EXCH TRADED FD TR II | 33K | $10M | 3.1% | +9% |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | 38K | $9M | 2.8% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEW SIGNAL
AC read
New Perspectives, Inc is a Other fund managing $326 million in assets. The fund runs a portfolio of 49 positions.
Read the full dossier →