SEC Form 13F

PERSPECTIVE WEALTH ADVISORS LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$181,815,656
Positions70

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$26,960,57236,103
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$15,114,476212,133
INVESCO QQQ TRQQQUNIT SER 1$11,183,55815,187
ISHARES TRIJHCORE S&P MCP ETF$10,508,859136,284
INVESCO EXCH TRADED FD TR IISPMOS&P 500 MOMNTM$9,136,05656,556
ISHARES TRIJRCORE S&P SCP ETF$7,229,07448,743
SCHWAB STRATEGIC TRFNDEFUND EM EQUI ETF$7,182,204181,003
ISHARES TRIVVCORE S&P500 ETF$7,023,1549,378
INVESCO EXCH TRADED FD TR IIIDMOS&P INTL MOMNT$6,424,502106,560
SPDR SERIES TRUSTSJNKST TERM HIGH ETF$5,872,311234,611

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page