§ 13F · FUND PROFILE
PERSPECTIVE WEALTH ADVISORS LLC.
AUM · $182M (13F)Positions · 70Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 36K | $27M | — | — |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 212K | $15M | — | — |
| 3 | QQQ | INVESCO QQQ TR | 15K | $11M | — | — |
| 4 | IJH | ISHARES TR | 136K | $11M | — | — |
| 5 | SPMO | INVESCO EXCH TRADED FD TR II | 57K | $9M | — | — |
| 6 | IJR | ISHARES TR | 49K | $7M | — | — |
| 7 | FNDE | SCHWAB STRATEGIC TR | 181K | $7M | — | — |
| 8 | IVV | ISHARES TR | 9K | $7M | — | — |
| 9 | IDMO | INVESCO EXCH TRADED FD TR II | 107K | $6M | — | — |
| 10 | SJNK | SPDR SERIES TRUST | 235K | $6M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PERSPECTIVE SIGNAL
AC read
PERSPECTIVE WEALTH ADVISORS LLC is a Other fund managing $182 million in assets. The fund runs a portfolio of 70 positions.
Read the full dossier →