§ 13F · FUND PROFILE
New Perspectives, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $223M (13F)Positions · 40Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$426K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | WCPB | NORTHERN LTS FD TR II | 2.87M | $73M | 25.1% | +3% |
| 2 | SPYM | SPDR SERIES TRUST | 731K | $56M | 19.4% | −1% |
| 3 | IEFA | ISHARES TR | 327K | $30M | 10.3% | +4% |
| 4 | QQQ | INVESCO QQQ TR | 44K | $26M | 8.9% | −1% |
| 5 | USFR | WISDOMTREE TR | 416K | $21M | 7.3% | ±0% |
| 6 | SPMD | SPDR SERIES TRUST | 292K | $17M | 6.0% | +3% |
| 7 | IWM | ISHARES TR | 63K | $16M | 5.4% | +4% |
| 8 | GLDM | WORLD GOLD TR | 160K | $15M | 5.1% | ±0% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 39K | $8M | 2.9% | −1% |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | 31K | $7M | 2.5% | +16% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEW SIGNAL
AC read
New Perspectives, Inc is a Other fund managing $223 million in assets. The fund runs a portfolio of 40 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed