StockDriftsStockDriftsTop 50 Outlook Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 4.75% | 29.2K | $22.3M | +3.48%(+981) | $499.89(+54.82%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 3.82% | 24.3K | $18.0M | +0.15%(+36) | $342.54(+110.85%) | 2026-09-30 | |
| VTV | VANGUARD INDEX FDS | 3.81% | 82.9K | $17.9M | -1.38%(-1.16K) | $137.91(+64.52%) | 2026-09-30 | |
| BSEP | INNOVATOR ETFS TRUST | 3.72% | 324.5K | $17.5M | +1.38%(+4.43K) | $46.23(+18.00%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.21% | 66.1K | $15.1M | -10.09%(-7.42K) | $50.40(+326.84%) | 2026-09-30 | |
| QSPT | FIRST TR EXCHNG TRADED FD VI | 2.46% | 316.7K | $11.6M | +0.89%(+2.80K) | $29.57(+22.34%) | 2026-09-30 | |
| IDV | ISHARES TR | 2.22% | 247.1K | $10.4M | +3.31%(+7.92K) | $37.23(+13.85%) | 2026-09-30 | |
| IJR | ISHARES TR | 2.22% | 76.6K | $10.4M | +2.20%(+1.65K) | $120.51(+15.27%) | 2026-09-30 | |
| HYDB | ISHARES TR | 2.12% | 222.1K | $10.0M | -8.32%(-20.16K) | $47.16(-4.66%) | 2026-09-30 | |
| IEFA | ISHARES TR | 2% | 96.9K | $9.4M | +1.87%(+1.78K) | $78.17(+23.46%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.34% | +49.48% | +6.58% | +37.54% |
| Top 20 Holdings Unweighted | +13.31% | +45.47% | +5.88% | +33.08% |
Outlook Wealth Advisors LLC reports $470.29M in US-listed equity holdings across 313 positions in its most recent 13F filing. Its largest disclosed positions are IVV (4.8%), QQQ (3.8%) and VTV (3.8%). The top 20 holdings account for 43.06% of reported assets. Its disclosed equity book has returned +49.48% on a three-year cumulative basis. Figures reflect the Q3 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