§ 13F · FUND PROFILE
PERSPECTIVE WEALTH ADVISORS LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 55Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$140.4T 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 FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF TR | 31K | $21.0T | 14.9% | NEW |
| 2 | HEFA | ISHARES TR | 233K | $9.7T | 6.9% | NEW |
| 3 | IJH | ISHARES TR | 119K | $7.9T | 5.6% | NEW |
| 4 | QQQ | INVESCO QQQ TR | 12K | $7.1T | 5.1% | NEW |
| 5 | SJNK | SPDR SERIES TRUST | 245K | $6.2T | 4.4% | NEW |
| 6 | IVV | ISHARES TR | 9K | $5.9T | 4.2% | NEW |
| 7 | FLDR | FIDELITY MERRIMACK STR TR | 109K | $5.5T | 3.9% | NEW |
| 8 | FNDE | SCHWAB STRATEGIC TR | 152K | $5.5T | 3.9% | NEW |
| 9 | IJR | ISHARES TR | 44K | $5.2T | 3.7% | NEW |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | 40K | $4.8T | 3.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PERSPECTIVE SIGNAL
AC read
PERSPECTIVE WEALTH ADVISORS LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed