PERSPECTIVE WEALTH ADVISORS LLC
CIK: 0002080427SEC EDGAR →
Portfolio Value
$140K
Holdings
55
As of
Q4 2025
New Positions
55
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 233,384 | $9.7M | 6873.42% |
| 2 | ISHARES TR | 119,165 | $7.9M | 5600.14% |
| 3 | SPDR SERIES TRUST | 244,847 | $6.2M | 4414.46% |
| 4 | FIDELITY MERRIMACK STR TR | 109,018 | $5.5M | 3898.88% |
| 5 | SCHWAB STRATEGIC TR | 151,800 | $5.5M | 3897.45% |
| 6 | ISHARES TR | 43,587 | $5.2M | 3730.11% |
| 7 | INVESCO EXCH TRADED FD TR II | 40,301 | $4.8M | 3423.89% |
| 8 | INVESCO ACTIVELY MANAGED EXC | 86,902 | $4.4M | 3109.13% |
| 9 | ISHARES TR | 80,791 | $3.5M | 2466.09% |
| 10 | PIMCO ETF TR | 33,418 | $3.4M | 2387.75% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 49 | $100.1M | 94.1% |
| Unknown | 2 | $4.8M | 4.5% |
| Technology | 3 | $1.0M | 1.0% |
| Consumer Cyclical | 1 | $495K | 0.5% |