New Perspectives, Inc

Est. AUM

$288.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NORTHERN LTS FD TR II	WEITZ CORE PLUS	$72.5M	2866941	25.11%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$55.9M	730608	19.37%	SOLE
3	ISHARES TR	CORE MSCI EAFE	$29.6M	327219	10.26%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$25.7M	44498	8.89%	SOLE
5	WISDOMTREE TR	FLOATNG RAT TREA	$21.0M	416317	7.26%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$17.3M	292424	6.00%	SOLE
7	ISHARES TR	RUSSELL 2000 ETF	$15.5M	62586	5.38%	SOLE
8	WORLD GOLD TR	SPDR GLD MINIS	$14.8M	159510	5.12%	SOLE
9	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$8.4M	38946	2.90%	SOLE
10	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$7.3M	30617	2.52%	SOLE
11	APPLE INC	COM	$2.8M	11100	0.98%	SOLE
12	VANGUARD INDEX FDS	MID CAP ETF	$2.5M	8847	0.88%	SOLE
13	BERKSHIRE HATHAWAY INC DEL	CL A	$1.4M	2	0.50%	SOLE
14	WISDOMTREE TR	US SMALLCAP FUND	$1.2M	20913	0.42%	SOLE
15	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$1.2M	16140	0.42%	SOLE
16	SHERWIN WILLIAMS CO	COM	$1.1M	3350	0.37%	SOLE
17	ELI LILLY & CO	COM	$933K	1014	0.32%	SOLE
18	VANGUARD INDEX FDS	GROWTH ETF	$799K	1829	0.28%	SOLE
19	EASTGROUP PPTYS INC	COM	$636K	3434	0.22%	SOLE
20	MICROSOFT CORP	COM	$564K	1522	0.20%	SOLE
21	JPMORGAN CHASE & CO	COM	$501K	1704	0.17%	SOLE
22	CHEVRON CORPORATION	COM	$471K	2276	0.16%	SOLE
23	ISHARES TR	RUS 1000 GRW ETF	$424K	994	0.15%	SOLE
24	VANGUARD WORLD FD	HEALTH CAR ETF	$387K	1422	0.13%	SOLE
25	NVIDIA CORPORATION	COM	$386K	2213	0.13%	SOLE
26	VANGUARD INDEX FDS	VALUE ETF	$346K	1761	0.12%	SOLE
27	VANGUARD INDEX FDS	EXTEND MKT ETF	$343K	1668	0.12%	SOLE
28	AUTODESK INC	COM	$335K	1400	0.12%	SOLE
29	AMGEN INC	COM	$324K	920	0.11%	SOLE
30	SCHWAB STRATEGIC TR	US BRD MKT ETF	$318K	12689	0.11%	SOLE
31	SPDR SERIES TRUST	STATE STREET SPD	$310K	6491	0.11%	SOLE
32	UNION PAC CORP	COM	$307K	1264	0.11%	SOLE
33	VANGUARD INDEX FDS	S&P 500 ETF SHS	$304K	509	0.11%	SOLE
34	AMERICAN ELEC PWR CO INC	COM	$295K	2250	0.10%	SOLE
35	WISDOMTREE TR	INTL EQUITY FD	$292K	4175	0.10%	SOLE
36	DIREXION SHARES ETF TRUST	DAILY S&P 500 BU	$287K	1550	0.10%	SOLE
37	SPDR INDEX SHS FDS	STATE STREET SPD	$273K	5990	0.09%	SOLE
38	REGIONS FINANCIAL CORP NEW	COM	$269K	10282	0.09%	SOLE
39	VANGUARD ADMIRAL FDS INC	500 GRTH IDX F	$261K	641	0.09%	SOLE
40	CHUBB LTD SWITZ	COM	$248K	762	0.09%	SOLE
41	ALLIANT ENERGY CORP	COM	$231K	3224	0.08%	SOLE
42	ABBVIE INC	COM	$226K	1041	0.08%	SOLE
43	JOHNSON & JOHNSON	COM	$218K	893	0.08%	SOLE
44	COSTCO WHOLESALE CORPORATION	COM	$207K	208	0.07%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.