Perspective Wealth Advisors Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$154.2M
Q ending 2026-03-31
Prior quarter
$140.4M
Q ending 2025-12-31
Change
+9.8% QoQ
Positions
55
reported holdings
Largest positions
All 55 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Shares | $22.5M | 35K |
| Ishares Tr | HEFA | Shares | $11.1M | 262K |
| Ishares Tr | IJH | Shares | $8.6M | 128K |
| Spdr Series Trust | SJNK | Shares | $8.5M | 340K |
| Invesco Qqq Tr | QQQ | Shares | $8.0M | 14K |
| Schwab Strategic Tr | FNDE | Shares | $6.4M | 168K |
| Fidelity Merrimack Str Tr | FLDR | Shares | $6.2M | 124K |
| Ishares Tr | IJR | Shares | $5.8M | 47K |
| Ishares Tr | IVV | Shares | $5.7M | 9K |
| Invesco Exch Traded Fd Tr Ii | SPMO | Shares | $5.3M | 47K |
| Invesco Actively Managed Exc | GSY | Shares | $4.7M | 94K |
| Invesco Exch Traded Fd Tr Ii | IDMO | Shares | $4.4M | 80K |
| Pimco Etf Tr | MINT | Shares | $4.3M | 42K |
| Invesco Exchange Traded Fd T | XMMO | Shares | $3.4M | 23K |
| Legg Mason Etf Invt | LVHD | Shares | $2.9M | 69K |
| Legg Mason Etf Invt | LVHI | Shares | $2.9M | 72K |
| Invesco Exch Traded Fd Tr Ii | RWK | Shares | $2.7M | 21K |
| Schwab Strategic Tr | SCHD | Shares | $2.4M | 77K |
| Invesco Exchange Traded Fd T | SPHQ | Shares | $2.4M | 31K |
| Invesco Exchange Traded Fd T | XSMO | Shares | $2.2M | 29K |
| Ishares Tr | IWY | Shares | $2.1M | 9K |
| Ishares Tr | SHY | Shares | $2.1M | 26K |
| Ishares Tr | IGSB | Shares | $2.1M | 41K |
| Spdr Series Trust | FLRN | Shares | $2.1M | 69K |
| Vaneck Etf Trust | ANGL | Shares | $2.1M | 72K |
| Invesco Exch Traded Fd Tr Ii | RWJ | Shares | $2.0M | 41K |
| Vanguard Tax-Managed Fds | VEA | Shares | $1.8M | 28K |
| Schwab Strategic Tr | SCHY | Shares | $1.7M | 54K |
| Pnc Finl Svcs Group Inc | PNC | Shares | $1.6M | 8K |
| Wisdomtree Tr | IHDG | Shares | $1.6M | 33K |
| Invesco Exch Traded Fd Tr Ii | IDHQ | Shares | $1.3M | 37K |
| Vanguard Whitehall Fds | VIGI | Shares | $1.2M | 14K |
| Schwab Strategic Tr | SCHF | Shares | $953K | 39K |
| Wisdomtree Tr | DGRW | Shares | $933K | 11K |
| Spdr Series Trust | SPMD | Shares | $908K | 15K |
| Proshares Tr | REGL | Shares | $862K | 10K |
| Spdr Series Trust | SPYM | Shares | $836K | 11K |
| Vanguard Intl Equity Index F | VWO | Shares | $699K | 13K |
| Franklin Templeton Etf Tr | DIVI | Shares | $680K | 17K |
| Spdr Index Shs Fds | EDIV | Shares | $631K | 16K |
| Nvidia Corporation | NVDA | Shares | $611K | 4K |
| Spdr Series Trust | SPSM | Shares | $610K | 13K |
| Dbx Etf Tr | HDEF | Shares | $460K | 14K |
| Tesla Inc | TSLA | Shares | $450K | 1K |
| Apple Inc | AAPL | Shares | $375K | 1K |
| Spdr Series Trust | SPYD | Shares | $374K | 8K |
| Ishares Tr | IQLT | Shares | $357K | 8K |
| Vaneck Etf Trust | SHYD | Shares | $342K | 15K |
| Rbb Fd Inc | OBIL | Shares | $329K | 7K |
| Vanguard Whitehall Fds | VYM | Shares | $327K | 2K |
| Schwab Strategic Tr | SCHX | Shares | $249K | 10K |
| Rbb Fd Inc | UTWO | Shares | $242K | 5K |
| Microsoft Corp | MSFT | Shares | $237K | 639 |
| Ishares Tr | IVE | Shares | $230K | 1K |
| Rbb Fd Inc | UTRE | Shares | $201K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.