account_balance
Investment manager · 13F filer · SEC CIK 1909565
New Perspectives, Inc
Reported value$329Mas of Sep 30, 2026
Positions48 0 new, 1 sold out
Top 10 weight92.3%WCPB alone is 24%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
WCPBNorthern LTS Fd Tr II
23.6%Added +4%
SPYMSPDR Series Trust
20.4%
IEFAiShares Tr
10.3%Added +3%
QQQInvesco QQQ Tr
9.7%
USFRWisdomtree Tr
6.9%Added +2%
SPMDSPDR Series Trust
6.1%Added +4%
IWMiShares Tr
5.6%Added +3%
GLDMWorld Gold Trust
3.6%
QQQMInvesco Exch Traded Fd Tr II
3.4%+11%
VIGVanguard Specialized Funds
2.7%
VO0.8%
WCPBNorthern LTS Fd Tr II
23.6%Added +4%
SPYMSPDR Series Trust
20.4%
IEFAiShares Tr
10.3%+3%
QQQInvesco QQQ Tr
9.7%
USFRWisdomtree Tr
6.9%
SPMDSPDR Series Trust
6.1%
IWMiShares Tr
5.6%
QQQM3.4%
VIG
VO
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
WCPB Northern LTS Fd Tr II 23.6% Added +4%
SPYM SPDR Series Trust 20.4% Held
IEFA iShares Tr 10.3% Added +3%
QQQ Invesco QQQ Tr 9.7% Held
USFR Wisdomtree Tr 6.9% Added +2%
SPMD SPDR Series Trust 6.1% Added +4%
IWM iShares Tr 5.6% Added +3%
GLDM World Gold Trust 3.6% HeldQQQM Invesco Exch Traded Fd Tr II 3.4% Added +11%
VIG Vanguard Specialized Funds 2.7% Held
AAPL Apple Inc. 1.0% Trimmed −3%VO Vanguard Index FDS 0.8% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
None
arrow_upwardAdded
- QQQM +11%
- SPMD +4%
- WCPB +4%
- IWM +3%
arrow_downwardTrimmed
- AUSM −7%
- AAPL −3%
remove_circleSold out
- VB $204K
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