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Home > Institutional Investor > Perspective Wealth Advisors Llc > Profile

Instuitional Investor - Perspective Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Perspective Wealth Advisors Llc
Portfolio Value $181,815,656
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 36,103 $26,960,572 14.83%
2.
Vanguard Tax-Managed Fds
 212,133 $15,114,476 8.31%
3.
Invesco Qqq Tr
 15,187 $11,183,558 6.15%
4.
Ishares Trust
 IEF 136,284 $10,508,859 5.78%
5.
Invesco Exch Traded Fd Tr Ii - S&P 500 MOMNTM
 56,556 $9,136,056 5.02%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.