Perspective Wealth Advisors LLC Top Holdings and 13F Report (2026) About Perspective Wealth Advisors LLCInvestment ActivityPerspective Wealth Advisors LLC has $154.18 million in total holdings as of March 31, 2026.Perspective Wealth Advisors LLC owns shares of 55 different stocks, but just 22 companies or ETFs make up 80% of its holdings.Approximately 15.80% of the portfolio was purchased this quarter.About 6.53% of the portfolio was sold this quarter.This quarter, Perspective Wealth Advisors LLC has purchased 55 new stocks and bought additional shares in 38 stocks.Perspective Wealth Advisors LLC sold shares of 10 stocks and completely divested from 3 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $22,490,708iShares Currency Hedged MSCI EAFE ETF $11,126,083iShares Core S&P Mid-Cap ETF $8,625,674SPDR Bloomberg Short Term High Yield Bond ETF $8,491,914Invesco QQQ $7,954,001 Largest New Holdings this Quarter 464287457 - iShares 1-3 Year Treasury Bond ETF $2,142,196 Holding464288646 - iShares 1-5 Year Investment Grade Corporate Bond ETF $2,133,410 Holding693475105 - The PNC Financial Services Group $1,616,651 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 3,859 shares (about $2.51M)Invesco S&P International Developed Momentum ETF 44,653 shares (about $2.45M)SPDR Bloomberg Short Term High Yield Bond ETF 95,102 shares (about $2.38M)iShares 1-3 Year Treasury Bond ETF 25,944 shares (about $2.14M)iShares 1-5 Year Investment Grade Corporate Bond ETF 40,590 shares (about $2.13M) Largest Sales this Quarter Vanguard International Dividend Appreciation ETF 22,757 shares (about $2.01M)WisdomTree U.S. Quality Dividend Growth Fund 2,582 shares (about $226.80K)Schwab International Equity ETF 9,083 shares (about $224.80K)Vanguard FTSE Emerging Markets ETF 2,302 shares (about $124.42K)WisdomTree International Hedged Quality Dividend Growth Fund 963 shares (about $46.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPerspective Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$22,490,708$2,509,662 â–²12.6%34,58314.6%FinanceHEFAiShares Currency Hedged MSCI EAFE ETF$11,126,083$1,208,430 â–²12.2%261,8217.2%ETFIJHiShares Core S&P Mid-Cap ETF$8,625,674$578,462 â–²7.2%127,7315.6%ETFSJNKSPDR Bloomberg Short Term High Yield Bond ETF$8,491,914$2,375,645 â–²38.8%339,9495.5%ETFQQQInvesco QQQ$7,954,001$1,282,475 â–²19.2%13,7815.2%FinanceFNDESchwab Fundamental Emerging Markets Equity ETF$6,438,436$630,564 â–²10.9%168,2814.2%ETFFLDRFidelity Low Duration Bond Factor ETF$6,185,435$729,079 â–²13.4%123,5854.0%ETFIJRiShares Core S&P Small-Cap ETF$5,793,343$375,043 â–²6.9%46,6043.8%ETFIVViShares Core S&P 500 ETF$5,748,957$108,434 â–²1.9%8,8013.7%ETFSPMOInvesco S&P 500 Momentum ETF$5,271,636$753,491 â–²16.7%47,0223.4%ETFGSYInvesco Ultra Short Duration ETF$4,696,850$341,318 â–²7.8%93,7123.0%ETFIDMOInvesco S&P International Developed Momentum ETF$4,377,548$2,448,770 â–²127.0%79,8242.8%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$4,272,921$912,070 â–²27.1%42,4872.8%ETFXMMOInvesco S&P MidCap Momentum ETF$3,402,169$455,943 â–²15.5%23,4602.2%ETFLVHDFranklin U.S. Low Volatility High Dividend Index ETF$2,917,552$284,214 â–²10.8%68,5521.9%ManufacturingLVHIFranklin International Low Volatility High Dividend Index ETF$2,917,073$203,390 â–²7.5%71,9551.9%ETFRWKInvesco S&P MidCap 400 Revenue ETF$2,687,047$175,588 â–²7.0%20,9501.7%ETFSCHDSchwab US Dividend Equity ETF$2,373,618$251,392 â–²11.8%77,3671.5%ETFSPHQInvesco S&P 500 Quality ETF$2,353,522$371,439 â–²18.7%31,3011.5%ETFXSMOInvesco S&P SmallCap Momentum ETF$2,212,334$281,122 â–²14.6%29,1021.4%ETFIWYiShares Russell Top 200 Growth ETF$2,147,523$132,136 â–²6.6%8,6301.4%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,142,196$2,142,196 â–²New Holding25,9441.4%ManufacturingIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$2,133,410$2,133,410 â–²New Holding40,5901.4%ManufacturingFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$2,124,466$122,874 â–²6.1%69,0211.4%ETFANGLVanEck Fallen Angel High Yield Bond ETF$2,075,968$160,286 â–²8.4%72,2831.3%ManufacturingRWJInvesco S&P SmallCap 600 Revenue ETF$2,046,156$127,361 â–²6.6%40,5341.3%ETFVEAVanguard FTSE Developed Markets ETF$1,807,825$26,081 â–¼-1.4%28,2121.2%ETFSCHYSchwab International Dividend Equity ETF$1,708,202$268,665 â–²18.7%53,9551.1%ETFPNCThe PNC Financial Services Group$1,616,651$1,616,651 â–²New Holding7,7691.0%FinanceIHDGWisdomTree International Hedged Quality Dividend Growth Fund$1,595,835$46,368 â–¼-2.8%33,1431.0%FinanceIDHQInvesco S&P International Developed Quality ETF$1,325,951$240,834 â–²22.2%37,4880.9%ETFVIGIVanguard International Dividend Appreciation ETF$1,225,810$2,013,117 â–¼-62.2%13,8570.8%ETFSCHFSchwab International Equity ETF$952,940$224,802 â–¼-19.1%38,5030.6%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$932,509$226,803 â–¼-19.6%10,6160.6%ManufacturingSPMDSPDR Portfolio S&P 400 Mid Cap ETF$908,494$207,388 â–²29.6%15,3410.6%ETFREGLProShares S&P MidCap 400 Dividend Aristocrats ETF$862,494$137,570 â–²19.0%9,9810.6%ETFSPLGSPDR Portfolio S&P 500 ETF$835,587$22,885 â–¼-2.7%10,9170.5%ETFVWOVanguard FTSE Emerging Markets ETF$699,191$124,423 â–¼-15.1%12,9360.5%ETFDIVIFranklin International Core Dividend Tilt Index ETF$679,995$9,674 â–¼-1.4%17,0810.4%ETFEDIVSPDR S&P Emerging Markets Dividend ETF$630,614$131,232 â–²26.3%15,9730.4%ETFNVDANVIDIA$611,131$157,492 â–²34.7%3,5040.4%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$609,702$63,493 â–²11.6%12,6180.4%ETFHDEFXtrackers MSCI EAFE High Dividend Yield Equity ETF$460,3520.0%14,2040.3%ETFTSLATesla$450,228$40,524 â–²9.9%1,2110.3%Auto/Tires/TrucksAAPLApple$375,040$91,857 â–²32.4%1,4780.2%Computer and TechnologySPYDSPDR Portfolio S&P 500 High Dividend ETF$373,903$148,259 â–²65.7%8,2140.2%ETFIQLTiShares MSCI Intl Quality Factor ETF$357,0810.0%7,7240.2%ETFSHYDVanEck Short High Yield Muni ETF$341,781$60,072 â–²21.3%15,0830.2%ETFOBILUS Treasury 12 Month Bill ETF$328,592$6,460 â–¼-1.9%6,5620.2%ETFVYMVanguard High Dividend Yield ETF$327,4490.0%2,2110.2%Financial ServicesSCHXSchwab US Large-Cap ETF$248,529$38,255 â–²18.2%9,6930.2%ETFUTWOUS Treasury 2 Year Note ETF$241,605$5,649 â–¼-2.3%5,0040.2%ETFMSFTMicrosoft$236,593$59,611 â–²33.7%6390.2%Computer and TechnologyIVEiShares S&P 500 Value ETF$229,5200.0%1,0870.1%ETFUTREUS Treasury 3 Year Note ETF$201,134$346 â–²0.2%4,0650.1%ETFSHYGiShares 0-5 Year High Yield Corporate Bond ETF$0$3,463,514 â–¼-100.0%00.0%ETFRBB FD INC$0$1,968,410 â–¼-100.0%00.0%F/M 3 YEAR INVESRBB FD INC$0$1,934,997 â–¼-100.0%00.0%F M 2YEAR INVESShowing 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 Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial 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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