13F Insight
DOSSIER · 13F-HR · Q2 2026

New Perspectives, Inc

$326M in tracked AUM across 49 positions as of Q2 2026.

NP
CIK 0001909565 · last filed Jun 30, 2026
Total AUM
$326M
as of Q2 2026
Holdings
49
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

New Perspectives, Inc filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
WCPB
NORTHERN LTS FD TR II
$78M3.1M24.1%02
SPYM
SPDR SERIES TRUST
$64M734K19.8%03
IEFA
ISHARES TR
$33M343K10.2%04
QQQ
INVESCO QQQ TR
$32M43K9.8%05
USFR
WISDOMTREE TR
$22M438K6.8%06
SPMD
SPDR SERIES TRUST
$21M306K6.4%07
IWM
ISHARES TR
$19M65K6.0%08
GLDM
WORLD GOLD TR
$12M145K3.5%09
QQQM
INVESCO EXCH TRADED FD TR II
$10M33K3.1%10
VIG
VANGUARD SPECIALIZED FUNDS
$9M38K2.8%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2022Q3Sep 30
$116M▼ 5.4%
20 positionsLocked
Showing 12 of 17