13F Insight
DOSSIER · 13F-HR · Q3 2026

New Perspectives, Inc

$329M in tracked AUM across 48 positions as of Q3 2026.

NP
CIK 0001909565 · last filed Sep 30, 2026
Total AUM
$329M
as of Q3 2026
Holdings
48
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

New Perspectives, Inc filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
WCPB
NORTHERN LTS FD TR II
$78M3.2M23.6%02
SPYM
SPDR SERIES TRUST
$67M747K20.4%03
IEFA
ISHARES TR
$34M351K10.3%04
QQQ
INVESCO QQQ TR
$32M43K9.7%05
USFR
WISDOMTREE TR
$23M448K6.9%06
SPMD
SPDR SERIES TRUST
$20M319K6.1%07
IWM
ISHARES TR
$19M67K5.6%08
GLDM
WORLD GOLD TR
$12M143K3.6%09
QQQM
INVESCO EXCH TRADED FD TR II
$11M37K3.4%10
VIG
VANGUARD SPECIALIZED FUNDS
$9M38K2.7%

Filing history

2026Q3Sep 30
$329M▲ 1.0%
48 positionsView →2026Q2Jun 30
$326M▲ 12.8%
49 positionsView →2026Q1Mar 31
$289M▲ 0.1%
44 positionsView →2025Q4Dec 31
$288M▲ 29.1%
42 positionsView →2025Q3Sep 30
$223M▲ 10.5%
40 positionsLocked2025Q2Jun 30
$202M▲ 7.9%
36 positionsLocked2025Q1Mar 31
$187M▲ 0.4%
38 positionsLocked2024Q4Dec 31
$187M▼ 0.6%
35 positionsLocked2024Q3Sep 30
$188M▲ 0.2%
37 positionsLocked2024Q2Jun 30
$187M▲ 3.7%
31 positionsLocked2024Q1Mar 31
$181M▲ 38.5%
30 positionsLocked2022Q4Dec 31
$130M▲ 12.3%
22 positionsLocked
Showing 12 of 18