Outlook Wealth Advisors
$463M 13F equity value
339 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Outlook Wealth Advisors covers the quarter ended June 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 | 28,200 | $21M | 4.6% |
| VTV | VANGUARD INDEX FDS | 84,073 | $18M | 4.0% |
| QQQ | INVESCO QQQ TR | 24,240 | $18M | 3.9% |
| BSEP | INNOVATOR ETFS TRUST | 320,071 | $17M | 3.6% |
| NVDA | NVIDIA CORPORATION | 73,506 | $15M | 3.2% |
| HYDB | ISHARES TR | 242,213 | $11M | 2.4% |
| IJR | ISHARES TR | 74,930 | $11M | 2.4% |
| QSPT | FIRST TR EXCHNG TRADED FD VI | 313,875 | $11M | 2.4% |
| IDV | ISHARES TR | 239,217 | $10M | 2.1% |
| IEFA | ISHARES TR | 95,081 | $9M | 2.0% |
Track Outlook Wealth Advisors's 13F portfolio: $463M in reported holdings, 339 positions. Top holdings and quarterly changes on SentiSense.
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