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Filers›Asset Manager›New Perspectives, Inc
DOSSIER · 13F-HR · Q1 2026

New Perspectives, Inc

New Perspectives's asset manager based in New York, NY — $289M in tracked AUM across 44 positions as of Q1 2026.

NP
New Perspectives·New York, NY·Asset Manager
CIK 0001909565 · last filed Mar 31, 2026
Total AUM
$289M
▼ 0.8%
vs prior
Holdings
44
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
Top sector
Tech
22% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

New Perspectives, Inc filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
WCPB
NORTHERN LTS FD TR II
$73M2.9M25.1%
02
SPYM
SPDR SERIES TRUST
$56M731K19.4%
03
IEFA
ISHARES TR
$30M327K10.3%
04
QQQ
INVESCO QQQ TR
$26M44K8.9%
05
USFR
WISDOMTREE TR
$21M416K7.3%
06
SPMD
SPDR SERIES TRUST
$17M292K6.0%
07
IWM
ISHARES TR
$16M63K5.4%
08
GLDM
WORLD GOLD TR
$15M160K5.1%
09
VIG
VANGUARD SPECIALIZED FUNDS
$8M39K2.9%
10
QQQM
INVESCO EXCH TRADED FD TR II
$7M31K2.5%

Filing history

Filing history loading…
AI Agent · grounded in New
haiku-4-5 · 44 positions indexed
Sector mix
  • Tech22%
  • Financials18%
  • Health Care39%
  • Cons. Disc.12%
  • Communications8%
  • Industrials6%
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