StockDriftsStockDriftsTop 50 Outlook Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 4.56% | 28.2K | $21.1M | +0.56%(+157) | $490.93(+58.66%) | 2026-06-30 | |
| VTV | VANGUARD INDEX FDS | 3.96% | 84.1K | $18.3M | +0.98%(+814) | $137.91(+64.97%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 3.86% | 24.2K | $17.9M | -0.27%(-65) | $341.95(+114.21%) | 2026-06-30 | |
| BSEP | INNOVATOR ETFS TRUST | 3.65% | 320.1K | $16.9M | +0.64%(+2.05K) | $46.13(+16.81%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 3.18% | 73.5K | $14.7M | -0.50%(-373) | $50.40(+348.51%) | 2026-06-30 | |
| HYDB | ISHARES TR | 2.45% | 242.2K | $11.3M | -2.07%(-5.12K) | $47.16(-1.34%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.4% | 74.9K | $11.1M | +1.29%(+955) | $120.04(+24.93%) | 2026-06-30 | |
| QSPT | FIRST TR EXCHNG TRADED FD VI | 2.36% | 313.9K | $10.9M | +0.58%(+1.81K) | $29.57(+19.97%) | 2026-06-30 | |
| IDV | ISHARES TR | 2.14% | 239.2K | $9.9M | +1.91%(+4.48K) | $37.08(+20.55%) | 2026-06-30 | |
| IEFA | ISHARES TR | 1.98% | 95.1K | $9.2M | +1.73%(+1.62K) | $77.82(+30.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.57% | +46.47% | +6.12% | +34.59% |
| Top 20 Holdings Unweighted | +12.73% | +43.26% | +5.37% | +29.89% |
Outlook Wealth Advisors, LLC reports $462.72M in US-listed equity holdings across 305 positions in its most recent 13F filing. Its largest disclosed positions are IVV (4.6%), VTV (4.0%) and QQQ (3.9%). The top 20 holdings account for 43.45% of reported assets. Its disclosed equity book has returned +46.47% 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 Outlook Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767151). View Outlook Wealth Advisors, LLC’s 13F filings on SEC