Q3 2026 13F · SEC CIK 1909565

New Perspectives, Inc

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $329.0M
Reported positions: 48
Top holdings a year, 3 yrs: +14.1%
Assets under management: $308.7M

New Perspectives, Inc is a wealth manager that reported 48 positions worth $329.0M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Northern Lts Fd Tr II (WCPB, 23.6%), Spdr Series Trust (SPLG, 20.4%), Ishares Tr (IEFA, 10.3%). A portfolio copying its top holdings returned 14.1% a year over the last 3 years, against 18.4% for the S&P 500.

New Perspectives, Inc holdings all 48 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

New Perspectives, Inc 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
WCPBNorthern Lts Fd Tr II	23.6%	24.1%	3,209,993	+3.8%	$77.7M
SPLGSpdr Series Trust	20.4%	19.8%	746,537	+1.8%	$67.0M
IEFAIshares Tr	10.3%	10.2%	351,148	+2.5%	$34.0M
QQQInvesco Qqq Tr	9.7%	9.8%	42,997	-1.0%	$31.8M
USFRWisdomtree Tr	6.9%	6.8%	447,656	+2.1%	$22.6M
SPMDSpdr Series Trust	6.1%	6.4%	318,874	+4.1%	$20.1M
IWMIshares Tr	5.6%	6.0%	66,618	+3.0%	$18.5M
GLDMWorld Gold Tr	3.6%	3.5%	143,234	-1.1%	$11.8M
QQQMInvesco Exch Traded Fd Tr II	3.4%	3.1%	36,746	+10.6%	$11.2M
VIGVanguard Specialized Funds	2.7%	2.8%	38,336	-0.4%	$8.9M
AAPLApple Inc	1.1%	1.0%	10,370	-3.3%	$3.5M
VOVanguard Index Fds	0.8%	0.9%	35,057	-0.2%	$2.7M
BRK-ABerkshire Hathaway Inc Del	0.5%	0.5%	2	+0.0%	$1.5M
EESWisdomtree Tr	0.4%	0.4%	20,488	-0.2%	$1.3M
VEUVanguard Intl Equity Index F	0.4%	0.4%	15,055	-0.7%	$1.2M
LLYEli Lilly & Co	0.4%	0.4%	1,021	+0.7%	$1.2M
SHWSherwin Williams Co	0.3%	0.4%	3,350	+0.0%	$1.1M
VUGVanguard Index Fds	0.3%	0.3%	10,974	+0.0%	$989K
AUSMAllspring Exchange Traded Fu	0.3%	0.3%	37,877	-7.4%	$939K
MSFTMicrosoft Corp	0.2%	0.2%	1,522	+0.0%	$781K
EGPEastgroup Pptys Inc	0.2%	0.2%	3,435	+0.0%	$678K
CVXChevron Corporation	0.2%	0.1%	3,188	+40.1%	$651K
JPMJpmorgan Chase & Co	0.2%	0.2%	1,704	+0.0%	$564K
SPXLDirexion Shares ETF Trust	0.2%	0.1%	1,840	+5.1%	$517K
NVDANvidia Corporation	0.2%	0.1%	2,216	+0.1%	$506K
IWFIshares Tr	0.1%	0.1%	3,848	+0.0%	$482K
VHTVanguard World Fd	0.1%	0.1%	1,422	+0.0%	$449K
VOOGVanguard Admiral Fds Inc	0.1%	0.1%	4,734	+0.0%	$405K
AMGNAmgen Inc	0.1%	0.1%	920	+0.0%	$388K
VXFVanguard Index Fds	0.1%	0.1%	1,651	-1.0%	$382K
VTVVanguard Index Fds	0.1%	0.1%	1,761	+0.0%	$381K
SCHBSchwab Strategic Tr	0.1%	0.1%	12,689	+0.0%	$372K
VOOVanguard Index Fds	0.1%	0.1%	509	+0.0%	$357K
UNPUnion Pac Corp	0.1%	0.1%	1,264	+0.0%	$344K
BOXXEa Series Trust	0.1%	0.1%	2,761	+0.0%	$327K
DWMWisdomtree Tr	0.1%	0.1%	4,175	+0.0%	$307K
SHMSpdr Series Trust	0.1%	0.1%	6,491	+0.0%	$303K
SPDWSpdr Index Shs Fds	0.1%	0.1%	5,990	+0.0%	$301K
ADSKAutodesk Inc	0.1%	0.1%	1,400	+0.0%	$293K
RFRegions Financial Corp New	0.1%	0.1%	10,282	+0.0%	$276K
ABBVAbbvie Inc	0.1%	0.1%	1,041	+0.0%	$272K
AEPAmerican Elec Pwr Co Inc	0.1%	0.1%	2,250	+0.0%	$267K
CBChubb Limited	0.1%	0.1%	762	+0.0%	$248K
JNJJohnson & Johnson	0.1%	0.1%	893	+0.0%	$236K
GOOGLAlphabet Inc	0.1%	0.1%	661	-2.9%	$227K
BRK-BBerkshire Hathaway Inc Del	0.1%	0.1%	418	+0.0%	$208K
INTCIntel Corp	0.1%	0.1%	1,709	+0.0%	$205K
LNTAlliant Energy Corp	0.1%	0.1%	3,224	+0.0%	$204K

What New Perspectives, Inc bought and sold in Q3 2026, against Q2 2026.

New positions

No new positions among the largest holdings.

Share counts compared with the Q2 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: +14.1% /yr; S&P 500 +18.4%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$329.0M	48
Q2 2026	$325.9M	49
Q1 2026	$288.8M	44
Q4 2025	$288.4M	42
Q3 2025	$223.4M	40
Q2 2025	$202.2M	36
Q1 2025	$187.4M	38
Q4 2024	$186.6M	35
Q3 2024	$187.8M	37
Q2 2024	$187.3M	31
Q1 2024	$180.6M	30
Q4 2022	$130.4M	22

Questions about New Perspectives, Inc's portfolio

What stocks does New Perspectives, Inc own?

New Perspectives, Inc's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 48 positions worth $329.0M. The largest are Northern Lts Fd Tr II (WCPB) at 23.6%, Spdr Series Trust (SPLG) at 20.4%, Ishares Tr (IEFA) at 10.3%, Invesco Qqq Tr (QQQ) at 9.7% and Wisdomtree Tr (USFR) at 6.9%.

What did New Perspectives, Inc buy last quarter?

In Q3 2026, New Perspectives, Inc added Chevron Corporation (CVX) (+40.1% shares), Invesco Exch Traded Fd Tr II (QQQM) (+10.6% shares) and Direxion Shares ETF Trust (SPXL) (+5.1% shares), compared with its Q2 2026 filing.

What did New Perspectives, Inc sell last quarter?

In Q3 2026, New Perspectives, Inc sold all of Vanguard Index Fds (VB) and Allspring Exchange Traded Fu (AUSM) (-7.4% shares), compared with its Q2 2026 filing.

How has New Perspectives, Inc's portfolio performed?

A portfolio copying New Perspectives, Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.1% a year over the last 3 years, against +18.4% for the S&P 500. Over 1 year: +16.6% against +20.1%.

When is New Perspectives, Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. New Perspectives, Inc's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does New Perspectives, Inc manage?

New Perspectives, Inc reported $308.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $329.0M.