New Perspectives
New Perspectives reported 48 stocks worth $329M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are WCPB (23.6%), SPYM (20.4%) and IEFA (10.3%). Compared with Q2 2026, the fund added to WCPB, SPYM and IEFA, trimmed QQQ, GLDM and VIG and sold out of VB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  WCPB Northern Lts FD TR II | $77.7M | 23.6% | 3.2M | +118K (+4%) | 5 of 8 | |
| 2 |  SPYM Spdr Series Trust | $67M | 20.4% | 747K | +13K (+2%) | 8 of 8 | |
| 3 |  IEFA Ishares TR | $34M | 10.3% | 351K | +8,631 (+3%) | 8 of 8 | |
| 4 |  QQQ Invesco Qqq TR | $31.8M | 9.7% | 43K | −455 (−1%) | 8 of 8 | |
| 5 |  USFR Wisdomtree TR | $22.6M | 6.9% | 448K | +9,271 (+2%) | 8 of 8 | |
| 6 |  SPMD State Street | $20.1M | 6.1% | 319K | +12K (+4%) | 8 of 8 | |
| 7 |  IWM Ishares TR | $18.5M | 5.6% | 67K | +1,965 (+3%) | 8 of 8 | |
| 8 |  GLDM World Gold TR | $11.8M | 3.6% | 143K | −1,577 (−1%) | 7 of 8 | |
| 9 |  QQQM Invesco Nasdaq | $11.2M | 3.4% | 37K | +3,525 (+11%) | 8 of 8 | |
| 10 |  VIG Vanguard Dividend Appreciation ETF | $8.9M | 2.7% | 38K | −158 (−0%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 VB Vanguard Index Fds | $204K | 674 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →New Perspectives 13F FAQ
What does New Perspectives own?
New Perspectives reported 48 stocks worth $329M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are WCPB (23.6%), SPYM (20.4%) and IEFA (10.3%). The table above lists every position in the filing (the top 10 without an account).
What did New Perspectives buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 11 added to, 10 trimmed and 1 sold out. It sold all of VB.
When will New Perspectives file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is New Perspectives's portfolio worth?
The Q3 2026 filing reports $329M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.