Perspective Wealth Advisors LLC ETF holdings
Loveland, CO
Reported $177.1M in 62 ETFs in its Form 13F for June 30, 2026.
ETF value
$177.1M
ETFs held
62
Change from prior quarter
+17.4%
With price moves
ETFs as a share of its 13F
97.4%
of $181.8M
Top 10 of 62 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPY | State Street SPDR S&P 500 ETF Trust | $27.0M | 36,103 | +1,520 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $15.1M | 212,133 | +183,921 shares |
| QQQ | Invesco QQQ Trust | $11.2M | 15,187 | +1,406 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $10.5M | 136,284 | +8,553 shares |
| SPMO | Invesco S&P 500 Momentum ETF | $9.1M | 56,556 | +9,534 shares |
| IJR | iShares Core S&P Small-Cap ETF | $7.2M | 48,743 | +2,139 shares |
| FNDE | Schwab Fundamental Emerging Markets Equity ETF | $7.2M | 181,003 | +12,722 shares |
| IVV | iShares Core S&P 500 ETF | $7.0M | 9,378 | +577 shares |
| IDMO | Invesco S&P International Developed Momentum ETF | $6.4M | 106,560 | +26,736 shares |
| SJNK | State Street SPDR Bloomberg Short Term High Yield Bond ETF | $5.9M | 234,611 | −105,338 shares |
52 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002080427. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Perspective Wealth Advisors LLC own?
Perspective Wealth Advisors LLC reported 62 ETF positions worth $177.1M in its Form 13F for June 30, 2026. The largest was SPY, at $27.0M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.