13F-HR filed by PERSPECTIVE WEALTH ADVISORS LLC
PERSPECTIVE WEALTH ADVISORS LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 70 holding rows worth $181,815,656.
- Accession
- 0001986152-26-000138
- Filer
- CIK 2080427
- Filed
- 2026-08-14
- 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, 70 entries on the cover page, a total value of $181,815,656 stated on the cover page (in dollars after the unit check, H1), rows summing to $181,815,656 with VALUE read as dollars as filed, 13F file number 028-26358. 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 |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 36,103 | $26,960,572 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 212,133 | $15,114,476 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 15,187 | $11,183,558 | dollars as filed | |
| IJH | 464287507 | COM | 136,284 | $10,508,859 | dollars as filed | |
| Invesco S&P 500 Momentum ETF | 46138E339 | SHS | 56,556 | $9,136,056 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 48,743 | $7,229,074 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 181,003 | $7,182,204 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 9,378 | $7,023,154 | dollars as filed | |
| Invesco S&P International Dev Momt ETF | 46138E222 | SHS | 106,560 | $6,424,502 | dollars as filed | |
| SPDR SERIES TRUST | 78468R408 | ST TERM HIGH ETF | 234,611 | $5,872,311 | dollars as filed | |
| Invesco S&P MidCap Momentum ETF | 46137V464 | SHS | 27,188 | $4,625,766 | dollars as filed | |
| JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF | 46641Q654 | ETF | 71,896 | $3,666,696 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188408 | LOW DURTIN ETF | 68,508 | $3,432,946 | dollars as filed | |
| LEGG MASON ETF INVT | 52468L406 | FRANKLIN US LOW | 72,158 | $3,175,140 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V498 | S&P SMLCP MOMENT | 33,843 | $3,168,720 | dollars as filed | |
| LEGG MASON ETF INVT | 52468L505 | FRANKLIN INTL LW | 75,653 | $3,070,395 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G672 | S&P MDCP 400 REV | 20,755 | $3,035,599 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V241 | S&P500 QUALITY | 32,257 | $2,906,356 | dollars as filed | |
| SCHD | 808524797 | COM | 85,520 | $2,711,838 | dollars as filed | |
| ISHARES TR | 464289438 | RUS TP200 GR ETF | 8,794 | $2,555,752 | dollars as filed | |
| AB ACTIVE ETFS INC | 00039J202 | TAX AWARE SHRT | 98,187 | $2,476,276 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G664 | S&P SMALLCAP 600 | 39,349 | $2,341,266 | dollars as filed | |
| SPDR Bloomberg Investment Grade Floating Rate ETF | 78468R200 | SHS | 74,184 | $2,288,576 | dollars as filed | |
| VANECK ETF TRUST | 92189F437 | COM | 73,568 | $2,151,128 | dollars as filed | |
| ISHARES SHORT MATURITY MUNICIPAL BOND ACTIVE ETF | 46431W838 | ETF | 39,136 | $1,971,672 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 7,785 | $1,916,791 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524672 | INTERNL DIVID | 60,077 | $1,906,230 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E214 | S&P INTL QULTY | 37,246 | $1,628,023 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524581 | GOVT MONE MA ETF | 15,362 | $1,547,568 | dollars as filed | |
| WISDOMTREE TR | 97717X594 | ITL HDG QTLY DIV | 28,890 | $1,513,258 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 40,788 | $1,364,766 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 37,815 | $1,047,465 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 15,331 | $1,035,762 | dollars as filed | |
| JANUS DETROIT STR TR | 47103U845 | HENDRSON AAA CL | 19,787 | $999,046 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 19,058 | $972,911 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 17,784 | $932,059 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 10,389 | $912,985 | dollars as filed | |
| BLACKROCK ETF TRUST | 092528843 | ISHARES HIGH YIE | 16,253 | $809,399 | dollars as filed | |
| WISDOMTREE TR | 97717X669 | US QTLY DIV GRT | 8,373 | $800,626 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 8,492 | $792,983 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 13,567 | $782,409 | dollars as filed | |
| VWO | 922042858 | SHS | 12,316 | $735,142 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 3,599 | $720,164 | dollars as filed | |
| INVESCO ACTIVELY MANAGED EXC | 46090A887 | ULTRA SHRT DUR | 14,011 | $702,659 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P108 | INTL COR DIV TIL | 16,233 | $693,474 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X533 | ST MAR DIVID ETF | 16,876 | $691,199 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 898 | $616,755 | dollars as filed | |
| PROSHARES TR | 74347B680 | S&P MDCP 400 DIV | 6,443 | $590,024 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,258 | $529,159 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y607 | SHOR DUR MUN ETF | 19,857 | $523,927 | dollars as filed | |
| Apple Inc | 037833100 | COM | 1,697 | $490,973 | dollars as filed | |
| XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF | 233051630 | ETF | 15,270 | $490,778 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y201 | MUN INM ETF | 15,290 | $420,016 | dollars as filed | |
| PGIM ETF TR | 69344A107 | PGIM ULTRA SH BD | 8,413 | $416,864 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 8,102 | $409,718 | dollars as filed | |
| ISHARES TR | 46434V456 | MSCI INTL QUALTY | 7,724 | $382,724 | dollars as filed | |
| WISDOMTREE TR | 97717W604 | US SMALLCAP DIVD | 9,075 | $369,171 | dollars as filed | |
| ISHARES TR | 464287168 | COM | 2,283 | $356,833 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 2,258 | $356,832 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y870 | HIGH YIELD BOND | 14,065 | $356,266 | dollars as filed | |
| BLACKROCK ETF TRUST II | 092528108 | ISHARES HIGH YIE | 15,557 | $349,255 | dollars as filed | |
| SPDR Portfolio S&P 500 High Dividend ETF | 78468R788 | SHS | 6,437 | $307,111 | dollars as filed | |
| WISDOMTREE TR | 97717W505 | US MIDCAP DIVID | 5,375 | $303,795 | dollars as filed | |
| SPACE EXPLORATION TECHN CORP CLASS A COM STK | 84615Q103 | Stock | 1,759 | $300,543 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 9,986 | $293,888 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 1,098 | $261,738 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 688 | $256,692 | dollars as filed | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 2,545 | $256,568 | dollars as filed | |
| iShares S&P 500 Value ETF | 464287408 | SHS | 1,087 | $246,814 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 592 | $211,401 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001986152-26-000138 | this filing | 2026-08-14 | acceptance time not in the bulk data set |