StockDriftsStockDriftsTop 49 New Perspectives, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WCPB | NORTHERN LTS FD TR II | 24.05% | 3.09M | $78.4M | +7.85%(+225.04K) | $25.47(-1.07%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 19.78% | 733.6K | $64.5M | +0.40%(+2.95K) | $49.59(+84.03%) | 2026-06-30 | |
| IEFA | ISHARES TR | 10.15% | 342.5K | $33.1M | +4.68%(+15.30K) | $73.60(+37.66%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 9.82% | 43.5K | $32.0M | -2.35%(-1.05K) | $338.73(+116.25%) | 2026-06-30 | |
| USFR | WISDOMTREE TR | 6.77% | 438.4K | $22.1M | +5.30%(+22.07K) | $50.28(+0.34%) | 2026-06-30 | |
| SPMD | SPDR SERIES TRUST | 6.35% | 306.5K | $20.7M | +4.80%(+14.03K) | $48.40(+42.13%) | 2026-06-30 | |
| IWM | ISHARES TR | 5.96% | 64.7K | $19.4M | +3.30%(+2.07K) | $219.73(+38.24%) | 2026-06-30 | |
| GLDM | WORLD GOLD TR | 3.53% | 144.8K | $11.5M | -9.22%(-14.70K) | $60.99(+42.91%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 3.09% | 33.2K | $10.1M | +8.51%(+2.60K) | $216.53(+39.21%) | 2026-06-30 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.8% | 38.5K | $9.1M | -1.16%(-452) | $152.78(+60.40%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (16 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.21% | +33.87% | — | — | +16.33% |
| Top 20 Holdings Unweighted | +9.83% | +32.47% | — | — | +16.64% |
New Perspectives, Inc reports $325.85M in US-listed equity holdings across 49 positions in its most recent 13F filing. Its largest disclosed positions are WCPB (24.1%), SPYM (19.8%) and IEFA (10.2%). The top 20 holdings account for 96.93% of reported assets. Its disclosed equity book has returned +33.87% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from New Perspectives, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1909565). View New Perspectives, Inc’s 13F filings on SEC