account_balance

Investment manager · 13F filer · SEC CIK 2080427

Perspective Wealth Advisors LLC

Reported value$182Mas of Jun 30, 2026
Positions70 21 new, 6 sold out
Top 10 weight58.6%SPY alone is 15%
FiledAug 1445 days after quarter end

Portfolio · as of Jun 30, 2026

Where the money is

New or addedTrimmedHeld

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
SPY SPDR S&P 500 ETF Trust 14.8% Added +4%
VEA Vanguard Tax-Managed FDS 8.3% Added +652%
QQQ Invesco QQQ Tr 6.2% Added +10%
IJH iShares Tr 5.8% Added +7%
SPMO Invesco Exch Traded Fd Tr II 5.0% Added +20%
IJR iShares Tr 4.0% Added +5%
FNDE Schwab Strategic Tr 4.0% Added +8%
IVV iShares Tr 3.9% Added +7%
IDMO Invesco Exch Traded Fd Tr II 3.5% Added +33%
SJNK SPDR Series Trust 3.2% Trimmed −31%
XMMO Invesco Exchange Traded Fd T 2.5% Added +16%
JMST J P Morgan Exchange Traded F 2.0% New

What changed

Biggest moves since Mar 31, 2026

Filed Aug 14, 2026, compared with the May 8, 2026 filing
add_circleNew
  • JMST $3.67M
  • TAFI $2.48M
  • MEAR $1.97M
  • SGVT $1.55M
arrow_upwardAdded
  • VEA +652%
  • IDMO +33%
  • SPMO +20%
  • XSMO +16%
arrow_downwardTrimmed
  • GSY −85%
  • IGSB −56%
  • FLDR −45%
  • VIGI −39%
remove_circleSold out
  • HEFA $11.1M
  • SHY $2.14M
  • SHYD $342K
  • OBIL $329K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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