StockDriftsStockDriftsTop 50 Perspective Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 14.83% | 36.1K | $27.0M | +4.40%(+1.52K) | $673.85(+15.44%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 8.31% | 212.1K | $15.1M | +651.92%(+183.92K) | $65.92(+11.57%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 6.15% | 15.2K | $11.2M | +10.20%(+1.41K) | $609.35(+20.14%) | 2026-06-30 | |
| IJH | ISHARES TR | 5.78% | 136.3K | $10.5M | +6.70%(+8.55K) | $66.06(+18.71%) | 2026-06-30 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 5.02% | 56.6K | $9.1M | +20.28%(+9.53K) | $122.10(+25.08%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.98% | 48.7K | $7.2M | +4.59%(+2.14K) | $120.34(+24.42%) | 2026-06-30 | |
| FNDE | SCHWAB STRATEGIC TR | 3.95% | 181.0K | $7.2M | +7.56%(+12.72K) | $36.37(+13.66%) | 2026-06-30 | |
| IVV | ISHARES TR | 3.86% | 9.4K | $7.0M | +6.56%(+577) | $677.89(+15.28%) | 2026-06-30 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 3.53% | 106.6K | $6.4M | +33.49%(+26.74K) | $55.42(+14.01%) | 2026-06-30 | |
| SJNK | SPDR SERIES TRUST | 3.23% | 234.6K | $5.9M | -30.99%(-105.34K) | $25.37(-1.83%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.55% |
| Top 20 Holdings Unweighted | — | — | — | — | +12.02% |
Perspective Wealth Advisors LLC reports $181.82M in US-listed equity holdings across 70 positions in its most recent 13F filing. Its largest disclosed positions are SPY (14.8%), VEA (8.3%) and QQQ (6.2%). The top 20 holdings account for 76.44% of reported assets. Its disclosed equity book has returned +11.55% cumulatively over 2 quarters. 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 Perspective Wealth Advisors LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2080427). View Perspective Wealth Advisors LLC’s 13F filings on SEC