Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Outlook Wealth Advisors, LLC (CIK 1767151) reported $413.1M across 305 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($18.3M, 4.43%), VTV ($16.3M, 3.95%), BSEP ($15.3M, 3.70%), QQQ ($14.0M, 3.39%), NVDA ($12.9M, 3.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $18.3M | 4.43% | 28,043 | Trimmed |
| 2 | VTV | VANGUARD INDEX FDS | $16.3M | 3.95% | 83,259 | Added |
| 3 | BSEP | INNOVATOR ETFS TRUST | $15.3M | 3.70% | 318,020 | Trimmed |
| 4 | QQQ | INVESCO QQQ TR | $14.0M | 3.39% | 24,305 | Trimmed |
| 5 | NVDA | NVIDIA CORPORATION | $12.9M | 3.12% | 73,879 | Trimmed |
| 6 | HYDB | ISHARES TR | $11.5M | 2.78% | 247,330 | Trimmed |
| 7 | IDV | ISHARES TR | $10.0M | 2.42% | 234,734 | Added |
| 8 | QSPT | FIRST TR EXCHNG TRADED FD VI | $9.6M | 2.31% | 312,068 | Trimmed |
| 9 | IJR | ISHARES TR | $9.2M | 2.23% | 73,975 | Added |
| 10 | IEFA | ISHARES TR | $8.5M | 2.05% | 93,460 | Added |
| 11 | EMB | ISHARES TR | $7.7M | 1.85% | 81,501 | Added |
| 12 | EEM | ISHARES TR | $6.4M | 1.55% | 113,067 | New |
| 13 | AAPL | APPLE INC | $6.0M | 1.44% | 23,520 | Added |
| 14 | IGSB | ISHARES TR | $5.6M | 1.35% | 106,063 | Trimmed |
| 15 | EFV | ISHARES TR | $5.5M | 1.33% | 73,688 | New |
| 16 | GSEP | FIRST TR EXCHNG TRADED FD VI | $5.2M | 1.25% | 135,262 | Trimmed |
| 17 | XOM | EXXON MOBIL CORP | $5.1M | 1.23% | 29,942 | Trimmed |
| 18 | JANW | AIM ETF PRODUCTS TRUST | $4.3M | 1.04% | 117,551 | Trimmed |
| 19 | OCTW | AIM ETF PRODUCTS TRUST | $4.1M | 1.00% | 107,029 | Trimmed |
| 20 | ISHG | ISHARES TR | $4.1M | 0.99% | 55,214 | New |
| 21 | DECU | AIM ETF PRODUCTS TRUST | $4.0M | 0.97% | 150,604 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $3.9M | 0.93% | 10,427 | Trimmed |
| 23 | SPY | STATE STR SPDR S&P 500 ETF T | $3.7M | 0.90% | 5,700 | Trimmed |
| 24 | SEPW | AIM ETF PRODUCTS TRUST | $3.7M | 0.90% | 117,474 | Trimmed |
| 25 | QFLR | INNOVATOR ETFS TRUST | $3.4M | 0.83% | 103,212 | Added |
Source: SEC Form 13F filings · as of 2026-03-31