PERSPECTIVE WEALTH ADVISORS LLC — 13F holdings

PERSPECTIVE WEALTH ADVISORS LLC reported 70 holdings worth $182M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. SPY SPDR S&P 500 ETF TR — $27.0M (14.8%)
2. VEA VANGUARD TAX-MANAGED FDS — $15.1M (8.3%)
3. QQQ Invesco Qqq Tr — $11.2M (6.2%)
4. IJH ISHARES TR — $10.5M (5.8%)
5. SPMO INVESCO EXCH TRADED FD TR II — $9.14M (5.0%)
6. IJR ISHARES TR — $7.23M (4.0%)
7. FNDE SCHWAB STRATEGIC TR — $7.18M (4.0%)
8. IVV ISHARES TR — $7.02M (3.9%)
9. IDMO INVESCO EXCH TRADED FD TR II — $6.42M (3.5%)
10. SJNK SPDR SERIES TRUST — $5.87M (3.2%)