Perspective Wealth Advisors
Perspective Wealth Advisors reported 70 stocks worth $182M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPY (14.8%), VEA (8.3%) and QQQ (6.2%). Compared with Q1 2026, the fund opened new positions in JMST, TAFI and MEAR, added to SPY, VEA and QQQ, trimmed SJNK, FLDR and RWK and sold out of HEFA, SHY and SHYD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPY Spdr S&P 500 ETF TR | $27M | 14.8% | 36K | +1,520 (+4%) | 3 of 3 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $15.1M | 8.3% | 212K | +184K (+652%) | 3 of 3 | |
| 3 |  QQQ Invesco Qqq TR | $11.2M | 6.2% | 15K | +1,406 (+10%) | 3 of 3 | |
| 4 |  IJH Ishares TR | $10.5M | 5.8% | 136K | +8,553 (+7%) | 3 of 3 | |
| 5 |  SPMO Invesco S&P | $9.1M | 5.0% | 57K | +9,534 (+20%) | 3 of 3 | |
| 6 |  IJR Ishares TR | $7.2M | 4.0% | 49K | +2,139 (+5%) | 3 of 3 | |
| 7 |  FNDE Schwab Strategic TR | $7.2M | 4.0% | 181K | +13K (+8%) | 3 of 3 | |
| 8 |  IVV Ishares TR | $7M | 3.9% | 9,378 | +577 (+7%) | 3 of 3 | |
| 9 |  IDMO Invesco Exch Traded FD TR II | $6.4M | 3.5% | 107K | +27K (+33%) | 3 of 3 | |
| 10 |  SJNK State Street SPDR Bloomberg Short Term High Yield Bond ETF | $5.9M | 3.2% | 235K | −105K (−31%) | 3 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 HEFA Ishares TR | $11.1M | 262K |
 SHY Ishares 1-3 Year Treasry | $2.1M | 26K |
 SHYD Vaneck ETF Trust | $342K | 15K |
 OBIL U S Treasury | $329K | 6,562 |
 UTWO Rbb FD Inc | $242K | 5,004 |
🔒 Free account: see all 6.
Reported value
last 3 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 Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Perspective Wealth Advisors 13F FAQ
What does Perspective Wealth Advisors own?
Perspective Wealth Advisors reported 70 stocks worth $182M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are SPY (14.8%), VEA (8.3%) and QQQ (6.2%). The table above lists every position in the filing (the top 10 without an account).
What did Perspective Wealth Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 21 new positions, 29 added to, 17 trimmed and 6 sold out. New positions include JMST, TAFI and MEAR. It sold all of HEFA, SHY and SHYD.
When will Perspective Wealth Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Perspective Wealth Advisors's portfolio worth?
The Q2 2026 filing reports $182M 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.