§ 13F · FUND PROFILE
New Perspectives, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $202.2T (13F)Positions · 36Turnover · — · Q4Filed · Jan 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$862.2B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | WCPB | NORTHERN LTS FD TR II | 2.78M | $71.0T | 24.6% | +389% |
| 2 | SPYM | SPDR SERIES TRUST | 735K | $59.0T | 20.5% | +1% |
| 3 | IEFA | ISHARES TR | 316K | $28.2T | 9.8% | +2% |
| 4 | QQQ | INVESCO QQQ TR | 45K | $27.7T | 9.6% | −2% |
| 5 | USFR | WISDOMTREE TR | 417K | $21.0T | 7.3% | +1% |
| 6 | SPMD | SPDR SERIES TRUST | 283K | $16.4T | 5.7% | +2% |
| 7 | IWM | ISHARES TR | 60K | $14.9T | 5.2% | +3% |
| 8 | GLDM | WORLD GOLD TR | 160K | $13.6T | 4.7% | +1% |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | 40K | $8.7T | 3.0% | +3% |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | 26K | $6.7T | 2.3% | +19% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NEW SIGNAL
AC read
New Perspectives, Inc is a Other fund managing $202174.8 trillion in assets. The fund runs a portfolio of 36 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed