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.
PERSPECTIVE WEALTH ADVISORS LLC (CIK 2080427) reported $181.8M across 70 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($27.0M, 14.83%), VEA ($15.1M, 8.31%), QQQ ($11.2M, 6.15%), IJH ($10.5M, 5.78%), SPMO ($9.1M, 5.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $27.0M | 14.83% | 36,103 | Added |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $15.1M | 8.31% | 212,133 | Added |
| 3 | QQQ | INVESCO QQQ TR | $11.2M | 6.15% | 15,187 | Added |
| 4 | IJH | ISHARES TR | $10.5M | 5.78% | 136,284 | Added |
| 5 | SPMO | INVESCO EXCH TRADED FD TR II | $9.1M | 5.02% | 56,556 | Added |
| 6 | IJR | ISHARES TR | $7.2M | 3.98% | 48,743 | Added |
| 7 | FNDE | SCHWAB STRATEGIC TR | $7.2M | 3.95% | 181,003 | Added |
| 8 | IVV | ISHARES TR | $7.0M | 3.86% | 9,378 | Added |
| 9 | IDMO | INVESCO EXCH TRADED FD TR II | $6.4M | 3.53% | 106,560 | Added |
| 10 | SJNK | SPDR SERIES TRUST | $5.9M | 3.23% | 234,611 | Trimmed |
| 11 | XMMO | INVESCO EXCHANGE TRADED FD T | $4.6M | 2.54% | 27,188 | Added |
| 12 | JMST | J P MORGAN EXCHANGE TRADED F | $3.7M | 2.02% | 71,896 | New |
| 13 | FLDR | FIDELITY MERRIMACK STR TR | $3.4M | 1.89% | 68,508 | Trimmed |
| 14 | LVHD | LEGG MASON ETF INVT | $3.2M | 1.75% | 72,158 | Added |
| 15 | XSMO | INVESCO EXCHANGE TRADED FD T | $3.2M | 1.74% | 33,843 | Added |
| 16 | LVHI | LEGG MASON ETF INVT | $3.1M | 1.69% | 75,653 | Added |
| 17 | RWK | INVESCO EXCH TRADED FD TR II | $3.0M | 1.67% | 20,755 | Trimmed |
| 18 | SPHQ | INVESCO EXCHANGE TRADED FD T | $2.9M | 1.60% | 32,257 | Added |
| 19 | SCHD | SCHWAB STRATEGIC TR | $2.7M | 1.49% | 85,520 | Added |
| 20 | IWY | ISHARES TR | $2.6M | 1.41% | 8,794 | Added |
| 21 | TAFI | AB ACTIVE ETFS INC | $2.5M | 1.36% | 98,187 | New |
| 22 | RWJ | INVESCO EXCH TRADED FD TR II | $2.3M | 1.29% | 39,349 | Trimmed |
| 23 | FLRN | SPDR SERIES TRUST | $2.3M | 1.26% | 74,184 | Added |
| 24 | ANGL | VANECK ETF TRUST | $2.2M | 1.18% | 73,568 | Added |
| 25 | MEAR | ISHARES U S ETF TR | $2.0M | 1.08% | 39,136 | New |
Source: SEC Form 13F filings · as of 2026-06-30