New Perspectives
$329M 13F equity value
49 Holdings
Quarter ended September 30, 2026
The latest 13F on file for New Perspectives covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| WCPB | NORTHERN LTS FD TR II | 3,209,993 | $78M | 23.6% |
| SPYM | SPDR SERIES TRUST | 746,537 | $67M | 20.4% |
| IEFA | ISHARES TR | 351,148 | $34M | 10.3% |
| QQQ | INVESCO QQQ TR | 42,997 | $32M | 9.7% |
| USFR | WISDOMTREE TR | 447,656 | $23M | 6.9% |
| SPMD | SPDR SERIES TRUST | 318,874 | $20M | 6.1% |
| IWM | ISHARES TR | 66,618 | $19M | 5.6% |
| GLDM | WORLD GOLD TR | 143,234 | $12M | 3.6% |
| QQQM | INVESCO EXCH TRADED FD TR II | 36,746 | $11M | 3.4% |
| VIG | VANGUARD SPECIALIZED FUNDS | 38,336 | $9M | 2.7% |
Track New Perspectives's 13F portfolio: $329M in reported holdings, 49 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}