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New Perspectives, Inc

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13F filer, CIK 1909565, TOUGALOO, MS

New Perspectives, Inc reported $223,384,978 across 40 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-22. Its ten largest share positions make up 90.88% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001909565-25-000006

Period
2025-09-30
Reported value
$223M
Holdings
40
Top 10 weight
90.88%
New
5
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WCPBnew+568,723$14.5M
QQQMadded+2,251$556K
IWMadded+2,032$492K
CVXnew+2,297$357K
IEFAadded+2,885$252K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
USFRreduced-93,831-$4.72M
SPYMreduced-42,854-$3.36M
QQQreduced-2,032-$1.22M
VIGreduced-1,515-$327K
COSTexited-208-$206K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001909565-25-000006, largest first. % of portfolio is the value over $223,384,978, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883,496 shares; 2024Q4: 866,924 shares; 2025Q1: 807,452 shares; 2025Q2: 773,541 shares; 2025Q3: 730,687 shares 730,687$57.2M25.62%-42,854Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,310 shares; 2024Q4: 59,574 shares; 2025Q1: 55,830 shares; 2025Q2: 48,184 shares; 2025Q3: 46,152 shares 46,152$27.7M12.4%-2,032Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,307 shares; 2024Q4: 322,326 shares; 2025Q1: 300,448 shares; 2025Q2: 305,854 shares; 2025Q3: 308,739 shares 308,739$27M12.07%+2,885Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,252 shares; 2024Q4: 262,850 shares; 2025Q1: 473,507 shares; 2025Q2: 505,756 shares; 2025Q3: 411,925 shares 411,925$20.7M9.27%-93,831Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,536 shares; 2024Q4: 260,702 shares; 2025Q1: 269,465 shares; 2025Q2: 272,527 shares; 2025Q3: 276,816 shares 276,816$15.8M7.09%+4,289Timeline
WCPBNORTHERN LTS FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 568,723 shares 568,723$14.5M6.48%newTimeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,280 shares; 2024Q4: 63,913 shares; 2025Q1: 66,603 shares; 2025Q2: 56,830 shares; 2025Q3: 58,862 shares 58,862$14.2M6.38%+2,032Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,584 shares; 2025Q2: 155,170 shares; 2025Q3: 157,803 shares 157,803$12.1M5.4%+2,633Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,510 shares; 2024Q4: 41,907 shares; 2025Q1: 41,144 shares; 2025Q2: 40,049 shares; 2025Q3: 38,534 shares 38,534$8.32M3.72%-1,515Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,860 shares; 2024Q4: 17,227 shares; 2025Q1: 18,571 shares; 2025Q2: 19,885 shares; 2025Q3: 22,136 shares 22,136$5.47M2.45%+2,251Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,699 shares; 2024Q4: 12,705 shares; 2025Q1: 12,475 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares 11,100$2.83M1.27%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,685 shares; 2024Q4: 9,657 shares; 2025Q1: 9,316 shares; 2025Q2: 8,951 shares; 2025Q3: 9,026 shares 9,026$2.65M1.19%+75Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares 2$1.51M0.68%0Timeline
EESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,446 shares; 2024Q4: 30,940 shares; 2025Q1: 30,948 shares; 2025Q2: 25,905 shares; 2025Q3: 23,366 shares 23,366$1.31M0.58%-2,539Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares 3,600$1.25M0.56%0Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,553 shares; 2024Q4: 19,531 shares; 2025Q1: 18,531 shares; 2025Q2: 18,296 shares; 2025Q3: 16,740 shares 16,740$1.19M0.53%-1,556Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,819 shares; 2025Q1: 1,819 shares; 2025Q2: 1,819 shares; 2025Q3: 1,819 shares 1,819$872K0.39%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares 1,097$837K0.37%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,518 shares; 2025Q1: 1,519 shares; 2025Q2: 1,520 shares; 2025Q3: 1,521 shares 1,521$788K0.35%+1Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,433 shares; 2024Q4: 3,434 shares; 2025Q1: 3,434 shares; 2025Q2: 3,434 shares; 2025Q3: 3,434 shares 3,434$581K0.26%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,703 shares; 2025Q3: 1,703 shares 1,703$537K0.24%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares 1,057$495K0.22%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares 1,400$445K0.2%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,652 shares 1,652$429K0.19%-180Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 2,773 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares 2,188$408K0.18%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,297 shares 2,297$357K0.16%newTimeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,814 shares; 2025Q1: 1,691 shares; 2025Q2: 1,691 shares; 2025Q3: 1,681 shares 1,681$352K0.16%-10Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 13,089 shares; 2025Q1: 13,089 shares; 2025Q2: 13,089 shares; 2025Q3: 13,089 shares 13,089$337K0.15%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,761 shares; 2025Q1: 1,761 shares; 2025Q2: 1,761 shares; 2025Q3: 1,761 shares 1,761$328K0.15%0Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,491 shares; 2025Q2: 6,491 shares; 2025Q3: 6,491 shares 6,491$313K0.14%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,264 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares 1,264$299K0.13%0Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,376 shares; 2024Q4: 6,358 shares; 2025Q1: 6,950 shares; 2025Q2: 6,950 shares; 2025Q3: 6,940 shares 6,940$297K0.13%-10Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000$281K0.13%0Timeline
DWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,175 shares; 2025Q1: 4,175 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares 4,175$276K0.12%0Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,282 shares; 2024Q4: 10,282 shares; 2025Q1: 10,282 shares; 2025Q2: 10,282 shares; 2025Q3: 10,282 shares 10,282$271K0.12%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares 920$260K0.12%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: not reported; 2025Q1: 1,024 shares; 2025Q2: not reported; 2025Q3: 1,033 shares 1,033$239K0.11%newTimeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,224 shares; 2025Q2: not reported; 2025Q3: 3,224 shares 3,224$217K0.1%newTimeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 762 shares; 2025Q1: 762 shares; 2025Q2: 762 shares; 2025Q3: 762 shares 762$215K0.1%0Timeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 950 shares 950$201K0.09%newTimeline

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
COSTCOSTCO WHOLESALE CORPORATION208$206Kshares

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001909565-25-000006 base2025-10-22acceptance time not in the bulk data set