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

PERSPECTIVE WEALTH ADVISORS LLC

PERSPECTIVE WEALTH's holding co. based in San Francisco, CA — $154M in tracked AUM across 55 positions as of Q1 2026.

PW
PERSPECTIVE WEALTH·San Francisco, CA·Holding Co.
CIK 0002080427 · last filed Mar 31, 2026
Total AUM
$154M
▲ 2.8%
vs prior
Holdings
55
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
11% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

PERSPECTIVE 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
SPY
STATE STR SPDR S&P 500 ETF T
$22M35K14.6%
02
HEFA
ISHARES TR
$11M262K7.2%
03
IJH
ISHARES TR
$9M128K5.6%
04
SJNK
SPDR SERIES TRUST
$8M340K5.5%
05
QQQ
INVESCO QQQ TR
$8M14K5.2%
06
FNDE
SCHWAB STRATEGIC TR
$6M168K4.2%
07
316188408
FIDELITY MERRIMACK STR TR
$6M124K4.0%
08
IJR
ISHARES TR
$6M47K3.8%
09
IVV
ISHARES TR
$6M9K3.7%
10
SPMO
INVESCO EXCH TRADED FD TR II
$5M47K3.4%

Filing history

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