Outlook Wealth Advisors
$470M 13F equity value
329 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Outlook Wealth Advisors 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 |
|---|---|---|---|---|
| IVV | ISHARES TR | 29,181 | $22M | 4.8% |
| QQQ | INVESCO QQQ TR | 24,276 | $18M | 3.8% |
| VTV | VANGUARD INDEX FDS | 82,910 | $18M | 3.8% |
| BSEP | INNOVATOR ETFS TRUST | 324,501 | $18M | 3.7% |
| NVDA | NVIDIA CORPORATION | 66,090 | $15M | 3.2% |
| QSPT | FIRST TR EXCHNG TRADED FD VI | 316,672 | $12M | 2.5% |
| IDV | ISHARES TR | 247,134 | $10M | 2.2% |
| IJR | ISHARES TR | 76,580 | $10M | 2.2% |
| HYDB | ISHARES TR | 222,054 | $10M | 2.1% |
| IEFA | ISHARES TR | 96,860 | $9M | 2.0% |
Track Outlook Wealth Advisors's 13F portfolio: $470M in reported holdings, 329 positions. Top holdings and quarterly changes on SentiSense.
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