New Perspectives, Inc 13F Holdings · Q2 2026
New Perspectives, Inc reported 49 securities worth $325.85M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: WCPB (24.05%), SPYM (19.78%), IEFA (10.15%). Among its top 25 positions this quarter: 1 new, 12 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WCPB | NORTHERN LTS FD TR II | $78.4M | 24.05% | 3.1M | Added |
| 2 | SPYM | SPDR SERIES TRUST | $64.5M | 19.78% | 733,557 | Added |
| 3 | IEFA | ISHARES TR | $33.1M | 10.15% | 342,517 | Added |
| 4 | QQQ | INVESCO QQQ TR | $32.0M | 9.82% | 43,452 | Trimmed |
| 5 | USFR | WISDOMTREE TR | $22.1M | 6.77% | 438,385 | Added |
| 6 | SPMD | SPDR SERIES TRUST | $20.7M | 6.35% | 306,457 | Added |
| 7 | IWM | ISHARES TR | $19.4M | 5.96% | 64,653 | Added |
| 8 | GLDM | WORLD GOLD TR | $11.5M | 3.53% | 144,811 | Trimmed |
| 9 | QQQM | INVESCO EXCH TRADED FD TR II | $10.1M | 3.09% | 33,221 | Added |
| 10 | VIG | VANGUARD SPECIALIZED FUNDS | $9.1M | 2.80% | 38,494 | Trimmed |
| 11 | AAPL | APPLE INC | $3.1M | 0.95% | 10,720 | Trimmed |
| 12 | VO | VANGUARD INDEX FDS | $2.8M | 0.87% | 35,127 | Added |
| 13 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $1.5M | 0.46% | 2 | Hold |
| 14 | EES | WISDOMTREE TR | $1.4M | 0.43% | 20,533 | Trimmed |
| 15 | VEU | VANGUARD INTL EQUITY INDEX F | $1.3M | 0.39% | 15,155 | Trimmed |
| 16 | LLY | ELI LILLY & CO | $1.2M | 0.37% | 1,014 | Hold |
| 17 | SHW | SHERWIN WILLIAMS CO | $1.2M | 0.35% | 3,350 | Hold |
| 18 | AUSM | ALLSPRING EXCHANGE TRADED FU | $1.0M | 0.31% | 40,902 | New |
| 19 | VUG | VANGUARD INDEX FDS | $945,300 | 0.29% | 10,974 | Added |
| 20 | EGP | EASTGROUP PPTYS INC | $695,624 | 0.21% | 3,435 | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $557,673 | 0.17% | 1,704 | Hold |
| 22 | MSFT | MICROSOFT CORP | $567,909 | 0.17% | 1,522 | Hold |
| 23 | IWF | ISHARES TR | $477,806 | 0.15% | 3,848 | Added |
| 24 | SPXL | DIREXION SHARES ETF TRUST | $473,673 | 0.15% | 1,750 | Added |
| 25 | NVDA | NVIDIA CORPORATION | $442,799 | 0.14% | 2,213 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR