account_balance
Investment manager · 13F filer · SEC CIK 1767151
Outlook Wealth Advisors, LLC
Reported value$470Mas of Sep 30, 2026
Positions313 24 new, 16 sold out
Top 10 weight30.3%IVV alone is 5%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
4.8%Added +3%
QQQInvesco QQQ Tr
3.8%
VTVVanguard Index FDS
3.8%
BSEPInnovator Etfs Trust
3.7%
NVDANVIDIA Corp
3.2%Trimmed −10%
QSPTFirst Tr Exchng Traded Fd Vi
2.5%
IDViShares Tr
2.2%Added +3%
IJRiShares Tr
2.2%Added +2%
HYDBiShares Tr
2.1%Trimmed −8%
IEFAiShares Tr
2.0%
EMBiShares Tr
1.7%Added +5%
EEMiShares Tr
1.7%Added +2%
IVViShares Tr
4.8%+3%
QQQInvesco QQQ Tr
3.8%
VTVVanguard Index FDS
3.8%
BSEPInnovator Etfs Trust
3.7%
NVDANVIDIA Corp
3.2%
QSPTFirst Tr Exchng Traded Fd Vi
2.5%
IDViShares Tr
2.2%
IJRiShares Tr
2.2%
HYDBiShares Tr
2.1%
IEFA2.0%
EMB1.7%
EEM1.7%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 4.8% Added +3%
QQQ Invesco QQQ Tr 3.8% Held
VTV Vanguard Index FDS 3.8% Held
BSEP Innovator Etfs Trust 3.7% Held
NVDA NVIDIA Corp 3.2% Trimmed −10%QSPT First Tr Exchng Traded Fd Vi 2.5% Held
IDV iShares Tr 2.2% Added +3%
IJR iShares Tr 2.2% Added +2%
HYDB iShares Tr 2.1% Trimmed −8%
IEFA iShares Tr 2.0% Held
EMB iShares Tr 1.7% Added +5%
EEM iShares Tr 1.7% Added +2%
What changed
Biggest moves since Jun 30, 2026
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