New Perspectives, Inc Top Holdings and 13F Report (2026) About New Perspectives, IncInvestment ActivityNew Perspectives, Inc has $325.85 million in total holdings as of June 30, 2026.New Perspectives, Inc owns shares of 49 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 5.16% of the portfolio was purchased this quarter.About 0.76% of the portfolio was sold this quarter.This quarter, New Perspectives, Inc has purchased 44 new stocks and bought additional shares in 13 stocks.New Perspectives, Inc sold shares of 6 stocks and completely divested from 1 stock this quarter.Largest Holdings NORTHERN LTS FD TR II $78,381,744SPDR Portfolio S&P 500 ETF $64,464,981iShares Core MSCI EAFE ETF $33,080,292Invesco QQQ $31,997,751WisdomTree Floating Rate Treasury Fund $22,072,696 Largest New Holdings this Quarter 01989A803 - ALLSPRING EXCHANGE TRADED FU $1,025,209 Holding02072L565 - Alpha Architect 1-3 Month Box ETF $323,285 Holding02079K305 - Alphabet $243,369 Holding458140100 - Intel $238,628 Holding084670702 - Berkshire Hathaway $209,163 Holding Largest Purchases this Quarter NORTHERN LTS FD TR II 225,041 shares (about $5.70M)Vanguard Mid-Cap ETF 26,280 shares (about $2.12M)iShares Core MSCI EAFE ETF 15,298 shares (about $1.48M)WisdomTree Floating Rate Treasury Fund 22,068 shares (about $1.11M)ALLSPRING EXCHANGE TRADED FU 40,902 shares (about $1.03M) Largest Sales this Quarter SPDR Gold MiniShares Trust 14,699 shares (about $1.17M)Invesco QQQ 1,046 shares (about $770.27K)Apple 380 shares (about $109.95K)Vanguard Dividend Appreciation ETF 452 shares (about $106.95K)Vanguard FTSE All-World ex-US ETF 985 shares (about $82.49K) 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$78,381,744$5,704,789 â–²7.8%3,091,98224.1%WEITZ CORE PLUSSPLGSPDR Portfolio S&P 500 ETF$64,464,981$259,158 â–²0.4%733,55719.8%ETFIEFAiShares Core MSCI EAFE ETF$33,080,292$1,477,481 â–²4.7%342,51710.2%ETFQQQInvesco QQQ$31,997,751$770,267 â–¼-2.4%43,4529.8%FinanceUSFRWisdomTree Floating Rate Treasury Fund$22,072,696$1,111,124 â–²5.3%438,3856.8%FinanceSPMDSPDR Portfolio S&P 400 Mid Cap ETF$20,704,241$948,070 â–²4.8%306,4576.4%ETFIWMiShares Russell 2000 ETF$19,425,015$621,031 â–²3.3%64,6536.0%FinanceGLDMSPDR Gold MiniShares Trust$11,500,885$1,167,394 â–¼-9.2%144,8113.5%FinanceQQQMInvesco NASDAQ 100 ETF$10,064,966$788,934 â–²8.5%33,2213.1%ETFVIGVanguard Dividend Appreciation ETF$9,108,447$106,952 â–¼-1.2%38,4942.8%ETFAAPLApple$3,101,846$109,953 â–¼-3.4%10,7201.0%Computer and TechnologyVOVanguard Mid-Cap ETF$2,830,190$2,117,385 â–²297.0%35,1270.9%ETFBRK.ABerkshire Hathaway$1,497,7000.0%20.5%FinanceEESWisdomTree U.S. SmallCap Fund$1,391,929$25,760 â–¼-1.8%20,5330.4%FinanceVEUVanguard FTSE All-World ex-US ETF$1,269,231$82,494 â–¼-6.1%15,1550.4%ETFLLYEli Lilly and Company$1,216,2220.0%1,0140.4%MedicalSHWSherwin-Williams$1,153,4720.0%3,3500.4%Basic MaterialsALLSPRING EXCHANGE TRADED FU$1,025,209$1,025,209 â–²New Holding40,9020.3%ULTRA SRT MUNIVUGVanguard Growth ETF$945,300$787,750 â–²500.0%10,9740.3%ETFEGPEastGroup Properties$695,624$203 â–²0.0%3,4350.2%FinanceMSFTMicrosoft$567,9090.0%1,5220.2%Computer and TechnologyJPMJPMorgan Chase & Co.$557,6730.0%1,7040.2%FinanceIWFiShares Russell 1000 Growth ETF$477,806$354,381 â–²287.1%3,8480.1%ETFSPXLDirexion Daily S&P 500 Bull 3x Shares$473,673$54,134 â–²12.9%1,7500.1%ETFNVDANVIDIA$442,7990.0%2,2130.1%Computer and TechnologyVHTVanguard Health Care ETF$425,1920.0%1,4220.1%ETFVXFVanguard Extended Market ETF$410,6780.0%1,6680.1%ETFVOOGVanguard S&P 500 Growth ETF$391,105$338,148 â–²638.5%4,7340.1%ETFVTVVanguard Value ETF$383,7750.0%1,7610.1%ETFCVXChevron$377,2970.0%2,2760.1%EnergySCHBSchwab US Broad Market ETF$367,4730.0%12,6890.1%ETFVOOVanguard S&P 500 ETF$349,6470.0%5090.1%ETFUNPUnion Pacific$343,8080.0%1,2640.1%TransportationAMGNAmgen$333,1500.0%9200.1%MedicalBOXXAlpha Architect 1-3 Month Box ETF$323,285$323,285 â–²New Holding2,7610.1%ETFSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$311,3410.0%6,4910.1%FinanceRFRegions Financial$310,5160.0%10,2820.1%FinanceAEPAmerican Electric Power$307,8230.0%2,2500.1%UtilitiesDWMWisdomTree International Equity Fund$305,6700.0%4,1750.1%FinanceSPDWSPDR Portfolio Developed World ex-US ETF$301,8360.0%5,9900.1%ETFADSKAutodesk$272,1880.0%1,4000.1%Computer and TechnologyABBVAbbVie$261,8850.0%1,0410.1%MedicalCBChubb$259,6440.0%7620.1%FinanceLNTAlliant Energy$245,9590.0%3,2240.1%UtilitiesGOOGLAlphabet$243,369$243,369 â–²New Holding6810.1%Computer and TechnologyINTCIntel$238,628$238,628 â–²New Holding1,7090.1%Computer and TechnologyJNJJohnson & Johnson$226,8770.0%8930.1%MedicalBRK.BBerkshire Hathaway$209,163$209,163 â–²New Holding4180.1%FinanceVBVanguard Small-Cap ETF$204,303$204,303 â–²New Holding6740.1%ETFCOSTCostco Wholesale$0$207,257 â–¼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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