PERSPECTIVE WEALTH ADVISORS LLC

Est. AUM

$154.2M

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	STATE STR SPDR S&P 500 ETF T	TR UNIT	$22.5M	34583	14.59%	SOLE
2	ISHARES TR	HDG MSCI EAFE	$11.1M	261821	7.22%	SOLE
3	ISHARES TR	CORE S&P MCP ETF	$8.6M	127731	5.59%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$8.5M	339949	5.51%	SOLE
5	INVESCO QQQ TR	UNIT SER 1	$8.0M	13781	5.16%	SOLE
6	SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$6.4M	168281	4.18%	SOLE
7	FIDELITY MERRIMACK STR TR	LOW DURTIN ETF	$6.2M	123585	4.01%	SOLE
8	ISHARES TR	CORE S&P SCP ETF	$5.8M	46604	3.76%	SOLE
9	ISHARES TR	CORE S&P500 ETF	$5.7M	8801	3.73%	SOLE
10	INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$5.3M	47022	3.42%	SOLE
11	INVESCO ACTIVELY MANAGED EXC	ULTRA SHRT DUR	$4.7M	93712	3.05%	SOLE
12	INVESCO EXCH TRADED FD TR II	S&P INTL MOMNT	$4.4M	79824	2.84%	SOLE
13	PIMCO ETF TR	ENHAN SHRT MA AC	$4.3M	42487	2.77%	SOLE
14	INVESCO EXCHANGE TRADED FD T	S&P MDCP MOMNTUM	$3.4M	23460	2.21%	SOLE
15	LEGG MASON ETF INVT	FRANKLIN US LOW	$2.9M	68552	1.89%	SOLE
16	LEGG MASON ETF INVT	FRANKLIN INTL LW	$2.9M	71955	1.89%	SOLE
17	INVESCO EXCH TRADED FD TR II	S&P MDCP 400 REV	$2.7M	20950	1.74%	SOLE
18	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.4M	77367	1.54%	SOLE
19	INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$2.4M	31301	1.53%	SOLE
20	INVESCO EXCHANGE TRADED FD T	S&P SMLCP MOMENT	$2.2M	29102	1.43%	SOLE
21	ISHARES TR	RUS TP200 GR ETF	$2.1M	8630	1.39%	SOLE
22	ISHARES TR	1 3 YR TREAS BD	$2.1M	25944	1.39%	SOLE
23	ISHARES TR	ISHS 1-5YR INVS	$2.1M	40590	1.38%	SOLE
24	SPDR SERIES TRUST	STATE STREET SPD	$2.1M	69021	1.38%	SOLE
25	VANECK ETF TRUST	FALLEN ANGEL HG	$2.1M	72283	1.35%	SOLE
26	INVESCO EXCH TRADED FD TR II	S&P SMALLCAP 600	$2.0M	40534	1.33%	SOLE
27	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.8M	28212	1.17%	SOLE
28	SCHWAB STRATEGIC TR	INTERNL DIVID	$1.7M	53955	1.11%	SOLE
29	PNC FINL SVCS GROUP INC	COM	$1.6M	7769	1.05%	SOLE
30	WISDOMTREE TR	ITL HDG QTLY DIV	$1.6M	33143	1.04%	SOLE
31	INVESCO EXCH TRADED FD TR II	S&P INTL QULTY	$1.3M	37488	0.86%	SOLE
32	VANGUARD WHITEHALL FDS	INTL DVD ETF	$1.2M	13857	0.80%	SOLE
33	SCHWAB STRATEGIC TR	INTL EQTY ETF	$953K	38503	0.62%	SOLE
34	WISDOMTREE TR	US QTLY DIV GRT	$933K	10616	0.61%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$908K	15341	0.59%	SOLE
36	PROSHARES TR	S&P MDCP 400 DIV	$862K	9981	0.56%	SOLE
37	SPDR SERIES TRUST	STATE STREET SPD	$836K	10917	0.54%	SOLE
38	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$699K	12936	0.45%	SOLE
39	FRANKLIN TEMPLETON ETF TR	INTL COR DIV TIL	$680K	17081	0.44%	SOLE
40	SPDR INDEX SHS FDS	STATE STREET SPD	$631K	15973	0.41%	SOLE
41	NVIDIA CORPORATION	COM	$611K	3504	0.40%	SOLE
42	SPDR SERIES TRUST	STATE STREET SPD	$610K	12618	0.40%	SOLE
43	DBX ETF TR	XTRACK MSCI EAFE	$460K	14204	0.30%	SOLE
44	TESLA INC	COM	$450K	1211	0.29%	SOLE
45	APPLE INC	COM	$375K	1478	0.24%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$374K	8214	0.24%	SOLE
47	ISHARES TR	MSCI INTL QUALTY	$357K	7724	0.23%	SOLE
48	VANECK ETF TRUST	SHRT HGH YLD MUN	$342K	15083	0.22%	SOLE
49	RBB FD INC	US TREASRY 12 MT	$329K	6562	0.21%	SOLE
50	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$327K	2211	0.21%	SOLE

1–50 of 55

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