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New Perspectives, Inc

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13F filer, CIK 1909565, TOUGALOO, MS

New Perspectives, Inc reported $288,383,781 across 42 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-01-28. Its ten largest share positions make up 92.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001909565-26-000001

Period
2025-12-31
Reported value
$288M
Holdings
42
Top 10 weight
92.6%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WCPBadded+2,210,590$56.5M
QQQMadded+4,204$1.06M
IEFAadded+6,780$607K
IWMadded+1,492$367K
SPYMadded+4,532$364K

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
QQQreduced-1,046-$643K
ORCLexited-1,000-$281K
LLYreduced-83-$89.2K
EESreduced-1,438-$81.9K
SHWreduced-250-$81K

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, Q4 2025

Share positions as resolved from 13F-HR 0001909565-26-000001, largest first. % of portfolio is the value over $288,383,781, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WCPBNORTHERN LTS FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 568,723 shares; 2025Q4: 2,779,313 shares 2,779,313$71M24.61%+2,210,590Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 883,496 shares; 2024Q4: 866,924 shares; 2025Q1: 807,452 shares; 2025Q2: 773,541 shares; 2025Q3: 730,687 shares; 2025Q4: 735,219 shares 735,219$59M20.45%+4,532Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,307 shares; 2024Q4: 322,326 shares; 2025Q1: 300,448 shares; 2025Q2: 305,854 shares; 2025Q3: 308,739 shares; 2025Q4: 315,519 shares 315,519$28.2M9.79%+6,780Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,310 shares; 2024Q4: 59,574 shares; 2025Q1: 55,830 shares; 2025Q2: 48,184 shares; 2025Q3: 46,152 shares; 2025Q4: 45,106 shares 45,106$27.7M9.61%-1,046Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 261,252 shares; 2024Q4: 262,850 shares; 2025Q1: 473,507 shares; 2025Q2: 505,756 shares; 2025Q3: 411,925 shares; 2025Q4: 416,536 shares 416,536$21M7.27%+4,611Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,536 shares; 2024Q4: 260,702 shares; 2025Q1: 269,465 shares; 2025Q2: 272,527 shares; 2025Q3: 276,816 shares; 2025Q4: 282,653 shares 282,653$16.4M5.68%+5,837Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,280 shares; 2024Q4: 63,913 shares; 2025Q1: 66,603 shares; 2025Q2: 56,830 shares; 2025Q3: 58,862 shares; 2025Q4: 60,354 shares 60,354$14.9M5.15%+1,492Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,584 shares; 2025Q2: 155,170 shares; 2025Q3: 157,803 shares; 2025Q4: 159,511 shares 159,511$13.6M4.72%+1,708Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,510 shares; 2024Q4: 41,907 shares; 2025Q1: 41,144 shares; 2025Q2: 40,049 shares; 2025Q3: 38,534 shares; 2025Q4: 39,536 shares 39,536$8.69M3.01%+1,002Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,860 shares; 2024Q4: 17,227 shares; 2025Q1: 18,571 shares; 2025Q2: 19,885 shares; 2025Q3: 22,136 shares; 2025Q4: 26,340 shares 26,340$6.66M2.31%+4,204Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,699 shares; 2024Q4: 12,705 shares; 2025Q1: 12,475 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares 11,100$3.02M1.05%0Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,685 shares; 2024Q4: 9,657 shares; 2025Q1: 9,316 shares; 2025Q2: 8,951 shares; 2025Q3: 9,026 shares; 2025Q4: 8,943 shares 8,943$2.6M0.9%-83Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2$1.51M0.52%0Timeline
EESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,446 shares; 2024Q4: 30,940 shares; 2025Q1: 30,948 shares; 2025Q2: 25,905 shares; 2025Q3: 23,366 shares; 2025Q4: 21,928 shares 21,928$1.25M0.43%-1,438Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,553 shares; 2024Q4: 19,531 shares; 2025Q1: 18,531 shares; 2025Q2: 18,296 shares; 2025Q3: 16,740 shares; 2025Q4: 16,740 shares 16,740$1.23M0.43%0Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,014 shares 1,014$1.09M0.38%-83Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,350 shares 3,350$1.09M0.38%-250Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,819 shares; 2024Q4: 1,819 shares; 2025Q1: 1,819 shares; 2025Q2: 1,819 shares; 2025Q3: 1,819 shares; 2025Q4: 1,829 shares 1,829$892K0.31%+10Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 1,518 shares; 2025Q1: 1,519 shares; 2025Q2: 1,520 shares; 2025Q3: 1,521 shares; 2025Q4: 1,521 shares 1,521$736K0.26%0Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,433 shares; 2024Q4: 3,434 shares; 2025Q1: 3,434 shares; 2025Q2: 3,434 shares; 2025Q3: 3,434 shares; 2025Q4: 3,434 shares 3,434$612K0.21%0Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,703 shares; 2025Q3: 1,703 shares; 2025Q4: 1,703 shares 1,703$549K0.19%0Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,057 shares; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares 1,057$500K0.17%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,832 shares; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,652 shares; 2025Q4: 1,472 shares 1,472$424K0.15%-180Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares 1,400$414K0.14%0Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,760 shares; 2024Q4: 2,773 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares; 2025Q4: 2,188 shares 2,188$408K0.14%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,297 shares; 2025Q4: 2,299 shares 2,299$350K0.12%+2Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,814 shares; 2025Q1: 1,691 shares; 2025Q2: 1,691 shares; 2025Q3: 1,681 shares; 2025Q4: 1,668 shares 1,668$349K0.12%-13Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,363 shares; 2024Q4: 13,089 shares; 2025Q1: 13,089 shares; 2025Q2: 13,089 shares; 2025Q3: 13,089 shares; 2025Q4: 13,089 shares 13,089$343K0.12%0Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,761 shares; 2024Q4: 1,761 shares; 2025Q1: 1,761 shares; 2025Q2: 1,761 shares; 2025Q3: 1,761 shares; 2025Q4: 1,761 shares 1,761$336K0.12%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 507 shares 507$318K0.11%newTimeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 950 shares; 2025Q4: 1,425 shares 1,425$314K0.11%+475Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,491 shares; 2025Q2: 6,491 shares; 2025Q3: 6,491 shares; 2025Q4: 6,491 shares 6,491$312K0.11%0Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,376 shares; 2024Q4: 6,358 shares; 2025Q1: 6,950 shares; 2025Q2: 6,950 shares; 2025Q3: 6,940 shares; 2025Q4: 6,940 shares 6,940$308K0.11%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares 920$301K0.1%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,264 shares; 2024Q4: 1,264 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares 1,264$292K0.1%0Timeline
DWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,175 shares; 2024Q4: 4,175 shares; 2025Q1: 4,175 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares 4,175$287K0.1%0Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 640 shares 640$284K0.1%newTimeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,282 shares; 2024Q4: 10,282 shares; 2025Q1: 10,282 shares; 2025Q2: 10,282 shares; 2025Q3: 10,282 shares; 2025Q4: 10,282 shares 10,282$279K0.1%0Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,250 shares 2,250$259K0.09%newTimeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 762 shares; 2025Q1: 762 shares; 2025Q2: 762 shares; 2025Q3: 762 shares; 2025Q4: 762 shares 762$238K0.08%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: not reported; 2025Q1: 1,024 shares; 2025Q2: not reported; 2025Q3: 1,033 shares; 2025Q4: 1,037 shares 1,037$237K0.08%+4Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,224 shares; 2025Q2: not reported; 2025Q3: 3,224 shares; 2025Q4: 3,224 shares 3,224$210K0.07%0Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ORCLORACLE CORP1,000$281Kshares

How Q4 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 0001909565-26-000001 base2026-01-28acceptance time not in the bulk data set