13F-HR filed by New Perspectives, Inc
New Perspectives, Inc filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-22, with 49 holding rows worth $325,852,213.
- Accession
- 0001909565-26-000005
- Filer
- CIK 1909565
- Filed
- 2026-07-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 49 entries on the cover page, a total value of $325,852,213 stated on the cover page (in dollars after the unit check, H1), rows summing to $325,852,213 with VALUE read as dollars as filed, 13F file number 028-21670. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| NORTHERN LTS FD TR II | 664925880 | WEITZ CORE PLUS | 3,091,982 | $78,381,744 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 733,557 | $64,464,981 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 342,517 | $33,080,292 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 43,452 | $31,997,751 | dollars as filed | |
| WISDOMTREE TR | 97717Y527 | FLOATNG RAT TREA | 438,385 | $22,072,696 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 306,457 | $20,704,241 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 64,653 | $19,425,015 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 144,811 | $11,500,885 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 33,221 | $10,064,966 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 38,494 | $9,108,447 | dollars as filed | |
| Apple Inc | 037833100 | COM | 10,720 | $3,101,846 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 35,127 | $2,830,190 | dollars as filed | |
| BERKSHIRE HATHAWAY INC DEL | 084670108 | CL A | 2 | $1,497,700 | dollars as filed | |
| WISDOMTREE TR | 97717W562 | US SMALLCAP FUND | 20,533 | $1,391,929 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 15,155 | $1,269,231 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,014 | $1,216,222 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 3,350 | $1,153,472 | dollars as filed | |
| ALLSPRING EXCHANGE TRADED FU | 01989A803 | CMN | 40,902 | $1,025,209 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 10,974 | $945,300 | dollars as filed | |
| EASTGROUP PPTYS INC | 277276101 | COM | 3,435 | $695,624 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,522 | $567,909 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 1,704 | $557,673 | dollars as filed | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,848 | $477,806 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25459W862 | DA 500 BU 3X ETF | 1,750 | $473,673 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,213 | $442,799 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 1,422 | $425,192 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 1,668 | $410,678 | dollars as filed | |
| Vanguard S&P 500 Growth ETF | 921932505 | SHS | 4,734 | $391,105 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,761 | $383,775 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,276 | $377,297 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 12,689 | $367,473 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 509 | $349,647 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 1,264 | $343,808 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 920 | $333,150 | dollars as filed | |
| EA SERIES TRUST | 02072L565 | ALPHA ARCH 1-3 | 2,761 | $323,285 | dollars as filed | |
| SPDR SERIES TRUST | 78468R739 | ST NUVE TERM ETF | 6,491 | $311,341 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 10,282 | $310,516 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 2,250 | $307,823 | dollars as filed | |
| WISDOMTREE TR | 97717W703 | INTL EQUITY FD | 4,175 | $305,670 | dollars as filed | |
| SPDW | 78463X889 | COM | 5,990 | $301,836 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 1,400 | $272,188 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 1,041 | $261,885 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 762 | $259,644 | dollars as filed | |
| ALLIANT ENERGY CORP COM | 018802108 | Stock | 3,224 | $245,959 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 681 | $243,369 | dollars as filed | |
| Intel Corp | 458140100 | COM | 1,709 | $238,628 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 893 | $226,877 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 418 | $209,163 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 674 | $204,303 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001909565-26-000005 | this filing | 2026-07-22 | acceptance time not in the bulk data set |