13F Insight
DOSSIER · 13F-HR · Q1 2026

Outlook Wealth Advisors, LLC

$413M in tracked AUM across 310 positions as of Q1 2026.

OW
CIK 0001767151 · last filed Mar 31, 2026
Total AUM
$413M
as of Q1 2026
Holdings
310
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Outlook Wealth Advisors, LLC 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
IVV
ISHARES TR
$18M28K4.4%02
VTV
VANGUARD INDEX FDS
$16M83K4.0%03
BSEP
INNOVATOR ETFS TRUST
$15M318K3.7%04
QQQ
INVESCO QQQ TR
$14M24K3.4%05
NVDA
NVIDIA CORPORATION
$13M74K3.1%06
HYDB
ISHARES TR
$12M247K2.8%07
IDV
ISHARES TR
$10M235K2.4%08
QSPT
FIRST TR EXCHNG TRADED FD VI
$10M312K2.3%09
IJR
ISHARES TR
$9M74K2.2%10
IEFA
ISHARES TR
$8M93K2.0%

Filing history

2026Q1Mar 31
$413M▼ 6.6%
310 positionsView →2025Q4Dec 31
$442M▲ 10.2%
298 positionsView →2025Q3Sep 30
$401M▲ 3.2%
290 positionsView →2025Q2Jun 30
$389M▲ 66.4%
269 positionsLocked2025Q1Mar 31
$234M▼ 32.9%
162 positionsLocked2024Q4Dec 31
$348M▼ 0.0%
248 positionsLocked2024Q3Sep 30
$348M▲ 8.7%
254 positionsLocked2024Q2Jun 30
$320M▼ 1.0%
256 positionsLocked2024Q1Mar 31
$324M▲ 13.2%
258 positionsLocked2023Q4Dec 31
$286M▲ 9.2%
246 positionsLocked2023Q3Sep 30
$262M▼ 1.0%
199 positionsLocked2023Q2Jun 30
$264M▲ 17.6%
197 positionsLocked
Showing 12 of 30