Q2 2026 13F · SEC CIK 2080427

Perspective Wealth Advisors LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $181.8M
Reported positions: 70
Holdings vs S&P 500, 3 yrs: —
Assets under management: $158.0M

Perspective Wealth Advisors LLC is a wealth manager that reported 70 positions worth $181.8M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were State Str Spdr S&p 500 ETF T (SPY, 14.8%), Vanguard Ftse Developed Markets Index Fu (VEA, 8.3%), Invesco Qqq Tr (QQQ, 6.2%).

Perspective Wealth Advisors LLC holdings largest 50 of 70 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 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.

Perspective Wealth Advisors LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYState Str Spdr S&p 500 ETF T	14.8%	14.6%	36,103	+4.4%	$27.0M
VEAVanguard Ftse Developed Markets Index Fu	8.3%	1.2%	212,133	+651.9%	$15.1M
QQQInvesco Qqq Tr	6.2%	5.2%	15,187	+10.2%	$11.2M
IJHIshares Tr	5.8%	5.6%	136,284	+6.7%	$10.5M
SPMOInvesco Exch Traded Fd Tr II	5.0%	3.4%	56,556	+20.3%	$9.1M
IJRIshares Tr	4.0%	3.8%	48,743	+4.6%	$7.2M
FNDESchwab Strategic Tr	4.0%	4.2%	181,003	+7.6%	$7.2M
IVVIshares Tr	3.9%	3.7%	9,378	+6.6%	$7.0M
IDMOInvesco Exch Traded Fd Tr II	3.5%	2.8%	106,560	+33.5%	$6.4M
SJNKState Street SPDR Bloomberg Short Term H	3.2%	5.5%	234,611	-31.0%	$5.9M
XMMOInvesco Exchange Traded Fd T	2.5%	2.2%	27,188	+15.9%	$4.6M
JMSTJ P Morgan Exchange Traded F	2.0%	—	71,896	—	$3.7M
FLDRFidelity Merrimack Str Tr	1.9%	4.0%	68,508	-44.6%	$3.4M
LVHDLegg Mason ETF Invt	1.7%	1.9%	72,158	+5.3%	$3.2M
XSMOInvesco Exchange Traded Fd T	1.7%	1.4%	33,843	+16.3%	$3.2M
LVHILegg Mason ETF Invt	1.7%	1.9%	75,653	+5.1%	$3.1M
RWKInvesco Exch Traded Fd Tr II	1.7%	1.7%	20,755	-0.9%	$3.0M
SPHQInvesco Exchange Traded Fd T	1.6%	1.5%	32,257	+3.1%	$2.9M
SCHDSchwab Strategic Tr	1.5%	1.5%	85,520	+10.5%	$2.7M
IWYIshares Tr	1.4%	1.4%	8,794	+1.9%	$2.6M
TAFIAB Active Etfs Inc	1.4%	—	98,187	—	$2.5M
RWJInvesco Exch Traded Fd Tr II	1.3%	1.3%	39,349	-2.9%	$2.3M
FLRNSpdr Series Trust	1.3%	1.4%	74,184	+7.5%	$2.3M
ANGLVaneck ETF Trust	1.2%	1.3%	73,568	+1.8%	$2.2M
MEARIshares U S ETF Tr	1.1%	—	39,136	—	$2.0M
PNCPnc Finl Svcs Group Inc	1.1%	1.0%	7,785	+0.2%	$1.9M
SCHYSchwab Strategic Tr	1.0%	1.1%	60,077	+11.3%	$1.9M
IDHQInvesco Exch Traded Fd Tr II	0.9%	0.9%	37,246	-0.6%	$1.6M
SGVTSchwab Strategic Tr	0.9%	—	15,362	—	$1.5M
IHDGWisdomtree Tr	0.8%	1.0%	28,890	-12.8%	$1.5M
SPIBSpdr Series Trust	0.8%	—	40,788	—	$1.4M
SCHFSchwab Strategic Tr	0.6%	0.6%	37,815	-1.8%	$1.0M
SPMDSpdr Series Trust	0.6%	0.6%	15,331	-0.1%	$1.0M
JAAAJanus Detroit Str Tr	0.5%	—	19,787	—	$999K
FLOTIshares Tr	0.5%	—	19,058	—	$973K
IGSBIshares Tr	0.5%	1.4%	17,784	-56.2%	$932K
SPLGSpdr Series Trust	0.5%	0.5%	10,389	-4.8%	$913K
HIMUBlackrock ETF Trust II	0.4%	—	16,253	—	$809K
DGRWWisdomtree Tr	0.4%	0.6%	8,373	-21.1%	$801K
VIGIVanguard Whitehall Fds	0.4%	0.8%	8,492	-38.7%	$793K
SPSMSpdr Series Trust	0.4%	0.4%	13,567	+7.5%	$782K
VWOVanguard Intl Equity Index F	0.4%	0.5%	12,316	-4.8%	$735K
NVDANvidia Corporation	0.4%	0.4%	3,599	+2.7%	$720K
GSYInvesco Actively Managed Exc	0.4%	3.0%	14,011	-85.0%	$703K
FLQHFranklin Templeton ETF Tr	0.4%	0.4%	16,233	-5.0%	$693K
EDIVState Street Spdr S&p Emerging Markets D	0.4%	0.4%	16,876	+5.7%	$691K
VOOVanguard Index Fds	0.3%	—	898	—	$617K
REGLProshares Tr	0.3%	0.6%	6,443	-35.4%	$590K
TSLATesla Inc	0.3%	0.3%	1,258	+3.9%	$529K
CGSMCapital Grp Fixed Incm ETF T	0.3%	—	19,857	—	$524K

What Perspective Wealth Advisors LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
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
Q2 2026	$181.8M	70
Q1 2026	$154.2M	55
Q4 2025	$140.4M	55

Questions about Perspective Wealth Advisors LLC's portfolio

What stocks does Perspective Wealth Advisors LLC own?

Perspective Wealth Advisors LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 70 positions worth $181.8M. The largest are State Str Spdr S&p 500 ETF T (SPY) at 14.8%, Vanguard Ftse Developed Markets Index Fu (VEA) at 8.3%, Invesco Qqq Tr (QQQ) at 6.2%, Ishares Tr (IJH) at 5.8% and Invesco Exch Traded Fd Tr II (SPMO) at 5.0%.

What did Perspective Wealth Advisors LLC buy last quarter?

In Q2 2026, Perspective Wealth Advisors LLC added Vanguard Ftse Developed Markets Index Fu (VEA) (+651.9% shares), Invesco Exch Traded Fd Tr II (IDMO) (+33.5% shares) and Invesco Exch Traded Fd Tr II (SPMO) (+20.3% shares), compared with its Q1 2026 filing.

What did Perspective Wealth Advisors LLC sell last quarter?

In Q2 2026, Perspective Wealth Advisors LLC cut from its top 50 Ishares Tr (HEFA), cut from its top 50 Pimco Enhanced Short Maturity Active Exc (MINT), cut from its top 50 Ishares Tr (SHY), cut from its top 50 Dbx ETF Tr (HDEF), cut from its top 50 Apple Inc (AAPL), Invesco Actively Managed Exc (GSY) (-85.0% shares), Ishares Tr (IGSB) (-56.2% shares) and Fidelity Merrimack Str Tr (FLDR) (-44.6% shares), compared with its Q1 2026 filing.

When is Perspective Wealth Advisors LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Perspective Wealth Advisors LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Perspective Wealth Advisors LLC manage?

Perspective Wealth Advisors LLC reported $158.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $181.8M.