New Perspectives, Inc Top Holdings and 13F Report (2026) About New Perspectives, IncInvestment ActivityNew Perspectives, Inc has $329.04 million in total holdings as of September 30, 2026.New Perspectives, Inc owns shares of 48 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 2.42% of the portfolio was purchased this quarter.About 0.28% of the portfolio was sold this quarter.This quarter, New Perspectives, Inc has purchased 49 new stocks and bought additional shares in 11 stocks.New Perspectives, Inc sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings NORTHERN LTS FD TR II $77,729,980SPDR Portfolio S&P 500 ETF $67,009,138iShares Core MSCI EAFE ETF $34,019,218Invesco QQQ $31,808,043WisdomTree Floating Rate Treasury Fund $22,557,372 Largest Purchases this Quarter NORTHERN LTS FD TR II 118,011 shares (about $2.86M)SPDR Portfolio S&P 500 ETF 12,980 shares (about $1.17M)Invesco NASDAQ 100 ETF 3,525 shares (about $1.07M)iShares Core MSCI EAFE ETF 8,631 shares (about $836.17K)SPDR Portfolio S&P 400 Mid Cap ETF 12,417 shares (about $782.77K) Largest Sales this Quarter Invesco QQQ 455 shares (about $336.60K)SPDR Gold MiniShares Trust 1,577 shares (about $129.60K)Apple 350 shares (about $116.55K)ALLSPRING EXCHANGE TRADED FU 3,025 shares (about $74.99K)Vanguard Dividend Appreciation ETF 158 shares (about $36.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofNew Perspectives, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNORTHERN LTS FD TR II$77,729,980$2,857,636 ▲3.8%3,209,99323.6%WEITZ CORE PLUSSPLGSPDR Portfolio S&P 500 ETF$67,009,138$1,165,084 ▲1.8%746,53720.4%ETFIEFAiShares Core MSCI EAFE ETF$34,019,218$836,171 ▲2.5%351,14810.3%ETFQQQInvesco QQQ$31,808,043$336,597 ▼-1.0%42,9979.7%ETFUSFRWisdomTree Floating Rate Treasury Fund$22,557,372$467,165 ▲2.1%447,6566.9%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$20,101,823$782,768 ▲4.1%318,8746.1%ETFIWMiShares Russell 2000 ETF$18,512,496$546,054 ▲3.0%66,6185.6%ETFGLDMSPDR Gold MiniShares Trust$11,770,966$129,598 ▼-1.1%143,2343.6%ETFQQQMInvesco NASDAQ 100 ETF$11,194,301$1,073,856 ▲10.6%36,7463.4%ETFVIGVanguard Dividend Appreciation ETF$8,944,169$36,863 ▼-0.4%38,3362.7%ETFAAPLApple$3,453,311$116,553 ▼-3.3%10,3701.0%TechnologyVOVanguard Mid-Cap ETF$2,749,177$5,489 ▼-0.2%35,0570.8%ETFBRK.ABerkshire Hathaway$1,494,0100.0%20.5%FinanceEESWisdomTree U.S. SmallCap Fund$1,323,110$2,906 ▼-0.2%20,4880.4%ETFVEUVanguard FTSE All-World ex-US ETF$1,249,113$8,297 ▼-0.7%15,0550.4%ETFLLYEli Lilly and Company$1,181,379$8,100 ▲0.7%1,0210.4%HealthcareSHWSherwin-Williams$1,082,9550.0%3,3500.3%MaterialsVUGVanguard Growth ETF$988,8670.0%10,9740.3%ETFALLSPRING EXCHANGE TRADED FU$938,961$74,989 ▼-7.4%37,8770.3%ULTRA SRT MUNIMSFTMicrosoft$780,8710.0%1,5220.2%TechnologyEGPEastGroup Properties$678,2100.0%3,4350.2%Real EstateCVXChevron$651,055$186,249 ▲40.1%3,1880.2%EnergyJPMJPMorgan Chase & Co.$563,6800.0%1,7040.2%FinanceSPXLDirexion Daily S&P 500 Bull 3X ETF$517,224$25,299 ▲5.1%1,8400.2%ETFNVDANVIDIA$506,090$685 ▲0.1%2,2160.2%TechnologyIWFiShares Russell 1000 Growth ETF$482,0000.0%3,8480.1%ETFVHTVanguard Health Care ETF$449,4660.0%1,4220.1%ETFVOOGVanguard S&P 500 Growth ETF$404,6430.0%4,7340.1%ETFAMGNAmgen$387,7890.0%9200.1%HealthcareVXFVanguard Extended Market ETF$382,421$3,938 ▼-1.0%1,6510.1%ETFVTVVanguard Value ETF$380,5170.0%1,7610.1%ETFSCHBSchwab US Broad Market ETF$371,9150.0%12,6890.1%ETFVOOVanguard S&P 500 ETF$356,8000.0%5090.1%ETFUNPUnion Pacific$343,9720.0%1,2640.1%IndustrialsBOXXAlpha Architect 1-3 Month Box ETF$326,8750.0%2,7610.1%ETFDWMWisdomTree International Equity Fund$307,4660.0%4,1750.1%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$302,8050.0%6,4910.1%ETFSPDWSPDR Portfolio Developed World ex-US ETF$300,7580.0%5,9900.1%ETFADSKAutodesk$292,6000.0%1,4000.1%TechnologyRFRegions Financial$276,3800.0%10,2820.1%FinanceABBVAbbVie$272,2400.0%1,0410.1%HealthcareAEPAmerican Electric Power$266,9400.0%2,2500.1%UtilitiesCBChubb$247,8410.0%7620.1%FinanceJNJJohnson & Johnson$236,4980.0%8930.1%HealthcareGOOGLAlphabet$227,437$6,882 ▼-2.9%6610.1%Communication ServicesBRK.BBerkshire Hathaway$208,1430.0%4180.1%FinanceINTCIntel$205,4730.0%1,7090.1%TechnologyLNTAlliant Energy$204,0790.0%3,2240.1%UtilitiesVBVanguard Small-Cap ETF$0$204,303 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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