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New Perspectives, Inc

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13F filer, CIK 1909565, TOUGALOO, MS

New Perspectives, Inc reported $329,040,577 across 48 holdings for the quarter ended 2026-09-30, in a 13F-HR filed 2026-10-14. Its ten largest share positions make up 92.28% of the portfolio.

Accepted , ingested 13F-HR 0001909565-26-000006

Period
2026-09-30
Reported value
$329M
Holdings
48
Top 10 weight
92.28%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WCPBadded+118,011$2.86M
SPYMadded+12,980$1.17M
QQQMadded+3,525$1.07M
IEFAadded+8,631$836K
SPMDadded+12,417$783K

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-455-$337K
VBexited-674-$204K
GLDMreduced-1,577-$130K
AAPLreduced-350-$117K
AUSMreduced-3,025-$75K

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 2026

Share positions as resolved from 13F-HR 0001909565-26-000006, largest first. % of portfolio is the value over $329,040,577, 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; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 568,723 shares; 2025Q4: 2,779,313 shares; 2026Q1: 2,866,941 shares; 2026Q2: 3,091,982 shares; 2026Q3: 3,209,993 shares 3,209,993$77.7M23.62%+118,011Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 866,924 shares; 2025Q1: 807,452 shares; 2025Q2: 773,541 shares; 2025Q3: 730,687 shares; 2025Q4: 735,219 shares; 2026Q1: 730,608 shares; 2026Q2: 733,557 shares; 2026Q3: 746,537 shares 746,537$67M20.37%+12,980Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 322,326 shares; 2025Q1: 300,448 shares; 2025Q2: 305,854 shares; 2025Q3: 308,739 shares; 2025Q4: 315,519 shares; 2026Q1: 327,219 shares; 2026Q2: 342,517 shares; 2026Q3: 351,148 shares 351,148$34M10.34%+8,631Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 59,574 shares; 2025Q1: 55,830 shares; 2025Q2: 48,184 shares; 2025Q3: 46,152 shares; 2025Q4: 45,106 shares; 2026Q1: 44,498 shares; 2026Q2: 43,452 shares; 2026Q3: 42,997 shares 42,997$31.8M9.67%-455Timeline
USFRWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 262,850 shares; 2025Q1: 473,507 shares; 2025Q2: 505,756 shares; 2025Q3: 411,925 shares; 2025Q4: 416,536 shares; 2026Q1: 416,317 shares; 2026Q2: 438,385 shares; 2026Q3: 447,656 shares 447,656$22.6M6.86%+9,271Timeline
SPMDSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 260,702 shares; 2025Q1: 269,465 shares; 2025Q2: 272,527 shares; 2025Q3: 276,816 shares; 2025Q4: 282,653 shares; 2026Q1: 292,424 shares; 2026Q2: 306,457 shares; 2026Q3: 318,874 shares 318,874$20.1M6.11%+12,417Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 63,913 shares; 2025Q1: 66,603 shares; 2025Q2: 56,830 shares; 2025Q3: 58,862 shares; 2025Q4: 60,354 shares; 2026Q1: 62,586 shares; 2026Q2: 64,653 shares; 2026Q3: 66,618 shares 66,618$18.5M5.63%+1,965Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 65,584 shares; 2025Q2: 155,170 shares; 2025Q3: 157,803 shares; 2025Q4: 159,511 shares; 2026Q1: 159,510 shares; 2026Q2: 144,811 shares; 2026Q3: 143,234 shares 143,234$11.8M3.58%-1,577Timeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 17,227 shares; 2025Q1: 18,571 shares; 2025Q2: 19,885 shares; 2025Q3: 22,136 shares; 2025Q4: 26,340 shares; 2026Q1: 30,617 shares; 2026Q2: 33,221 shares; 2026Q3: 36,746 shares 36,746$11.2M3.4%+3,525Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 41,907 shares; 2025Q1: 41,144 shares; 2025Q2: 40,049 shares; 2025Q3: 38,534 shares; 2025Q4: 39,536 shares; 2026Q1: 38,946 shares; 2026Q2: 38,494 shares; 2026Q3: 38,336 shares 38,336$8.94M2.72%-158Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 12,705 shares; 2025Q1: 12,475 shares; 2025Q2: 11,100 shares; 2025Q3: 11,100 shares; 2025Q4: 11,100 shares; 2026Q1: 11,100 shares; 2026Q2: 10,720 shares; 2026Q3: 10,370 shares 10,370$3.45M1.05%-350Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 9,657 shares; 2025Q1: 9,316 shares; 2025Q2: 8,951 shares; 2025Q3: 9,026 shares; 2025Q4: 8,943 shares; 2026Q1: 8,847 shares; 2026Q2: 35,127 shares; 2026Q3: 35,057 shares 35,057$2.75M0.84%-70Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares; 2026Q2: 2 shares; 2026Q3: 2 shares 2$1.49M0.45%0Timeline
EESWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 30,940 shares; 2025Q1: 30,948 shares; 2025Q2: 25,905 shares; 2025Q3: 23,366 shares; 2025Q4: 21,928 shares; 2026Q1: 20,913 shares; 2026Q2: 20,533 shares; 2026Q3: 20,488 shares 20,488$1.32M0.4%-45Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 19,531 shares; 2025Q1: 18,531 shares; 2025Q2: 18,296 shares; 2025Q3: 16,740 shares; 2025Q4: 16,740 shares; 2026Q1: 16,140 shares; 2026Q2: 15,155 shares; 2026Q3: 15,055 shares 15,055$1.25M0.38%-100Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,097 shares; 2025Q1: 1,097 shares; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,014 shares; 2026Q1: 1,014 shares; 2026Q2: 1,014 shares; 2026Q3: 1,021 shares 1,021$1.18M0.36%+7Timeline
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,350 shares; 2026Q1: 3,350 shares; 2026Q2: 3,350 shares; 2026Q3: 3,350 shares 3,350$1.08M0.33%0Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,819 shares; 2025Q1: 1,819 shares; 2025Q2: 1,819 shares; 2025Q3: 1,819 shares; 2025Q4: 1,829 shares; 2026Q1: 1,829 shares; 2026Q2: 10,974 shares; 2026Q3: 10,974 shares 10,974$989K0.3%0Timeline
AUSMALLSPRING EXCHANGE TRADED FUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 40,902 shares; 2026Q3: 37,877 shares 37,877$939K0.29%-3,025Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,518 shares; 2025Q1: 1,519 shares; 2025Q2: 1,520 shares; 2025Q3: 1,521 shares; 2025Q4: 1,521 shares; 2026Q1: 1,522 shares; 2026Q2: 1,522 shares; 2026Q3: 1,522 shares 1,522$781K0.24%0Timeline
EGPEASTGROUP PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 3,434 shares; 2025Q1: 3,434 shares; 2025Q2: 3,434 shares; 2025Q3: 3,434 shares; 2025Q4: 3,434 shares; 2026Q1: 3,434 shares; 2026Q2: 3,435 shares; 2026Q3: 3,435 shares 3,435$678K0.21%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,297 shares; 2025Q4: 2,299 shares; 2026Q1: 2,276 shares; 2026Q2: 2,276 shares; 2026Q3: 3,188 shares 3,188$651K0.2%+912Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,593 shares; 2025Q1: 1,593 shares; 2025Q2: 1,703 shares; 2025Q3: 1,703 shares; 2025Q4: 1,703 shares; 2026Q1: 1,704 shares; 2026Q2: 1,704 shares; 2026Q3: 1,704 shares 1,704$564K0.17%0Timeline
SPXLDIREXION SHARES ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 950 shares; 2025Q4: 1,425 shares; 2026Q1: 1,550 shares; 2026Q2: 1,750 shares; 2026Q3: 1,840 shares 1,840$517K0.16%+90Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 2,773 shares; 2025Q1: 2,188 shares; 2025Q2: 2,188 shares; 2025Q3: 2,188 shares; 2025Q4: 2,188 shares; 2026Q1: 2,213 shares; 2026Q2: 2,213 shares; 2026Q3: 2,216 shares 2,216$506K0.15%+3Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,057 shares; 2025Q1: 1,057 shares; 2025Q2: 1,057 shares; 2025Q3: 1,057 shares; 2025Q4: 1,057 shares; 2026Q1: 994 shares; 2026Q2: 3,848 shares; 2026Q3: 3,848 shares 3,848$482K0.15%0Timeline
VHTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,832 shares; 2025Q1: 1,832 shares; 2025Q2: 1,832 shares; 2025Q3: 1,652 shares; 2025Q4: 1,472 shares; 2026Q1: 1,422 shares; 2026Q2: 1,422 shares; 2026Q3: 1,422 shares 1,422$449K0.14%0Timeline
VOOGVANGUARD ADMIRAL FDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 640 shares; 2026Q1: 641 shares; 2026Q2: 4,734 shares; 2026Q3: 4,734 shares 4,734$405K0.12%0Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 920 shares; 2025Q3: 920 shares; 2025Q4: 920 shares; 2026Q1: 920 shares; 2026Q2: 920 shares; 2026Q3: 920 shares 920$388K0.12%0Timeline
VXFVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,814 shares; 2025Q1: 1,691 shares; 2025Q2: 1,691 shares; 2025Q3: 1,681 shares; 2025Q4: 1,668 shares; 2026Q1: 1,668 shares; 2026Q2: 1,668 shares; 2026Q3: 1,651 shares 1,651$382K0.12%-17Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,761 shares; 2025Q1: 1,761 shares; 2025Q2: 1,761 shares; 2025Q3: 1,761 shares; 2025Q4: 1,761 shares; 2026Q1: 1,761 shares; 2026Q2: 1,761 shares; 2026Q3: 1,761 shares 1,761$381K0.12%0Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 13,089 shares; 2025Q1: 13,089 shares; 2025Q2: 13,089 shares; 2025Q3: 13,089 shares; 2025Q4: 13,089 shares; 2026Q1: 12,689 shares; 2026Q2: 12,689 shares; 2026Q3: 12,689 shares 12,689$372K0.11%0Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 507 shares; 2026Q1: 509 shares; 2026Q2: 509 shares; 2026Q3: 509 shares 509$357K0.11%0Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,264 shares; 2025Q1: 1,264 shares; 2025Q2: 1,264 shares; 2025Q3: 1,264 shares; 2025Q4: 1,264 shares; 2026Q1: 1,264 shares; 2026Q2: 1,264 shares; 2026Q3: 1,264 shares 1,264$344K0.1%0Timeline
BOXXEA SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,800 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,761 shares; 2026Q3: 2,761 shares 2,761$327K0.1%0Timeline
DWMWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 4,175 shares; 2025Q1: 4,175 shares; 2025Q2: 4,175 shares; 2025Q3: 4,175 shares; 2025Q4: 4,175 shares; 2026Q1: 4,175 shares; 2026Q2: 4,175 shares; 2026Q3: 4,175 shares 4,175$307K0.09%0Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 6,491 shares; 2025Q2: 6,491 shares; 2025Q3: 6,491 shares; 2025Q4: 6,491 shares; 2026Q1: 6,491 shares; 2026Q2: 6,491 shares; 2026Q3: 6,491 shares 6,491$303K0.09%0Timeline
SPDWSPDR INDEX SHS FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 6,358 shares; 2025Q1: 6,950 shares; 2025Q2: 6,950 shares; 2025Q3: 6,940 shares; 2025Q4: 6,940 shares; 2026Q1: 5,990 shares; 2026Q2: 5,990 shares; 2026Q3: 5,990 shares 5,990$301K0.09%0Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares; 2026Q2: 1,400 shares; 2026Q3: 1,400 shares 1,400$293K0.09%0Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 10,282 shares; 2025Q1: 10,282 shares; 2025Q2: 10,282 shares; 2025Q3: 10,282 shares; 2025Q4: 10,282 shares; 2026Q1: 10,282 shares; 2026Q2: 10,282 shares; 2026Q3: 10,282 shares 10,282$276K0.08%0Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 1,024 shares; 2025Q2: not reported; 2025Q3: 1,033 shares; 2025Q4: 1,037 shares; 2026Q1: 1,041 shares; 2026Q2: 1,041 shares; 2026Q3: 1,041 shares 1,041$272K0.08%0Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares; 2026Q2: 2,250 shares; 2026Q3: 2,250 shares 2,250$267K0.08%0Timeline
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: 762 shares; 2025Q1: 762 shares; 2025Q2: 762 shares; 2025Q3: 762 shares; 2025Q4: 762 shares; 2026Q1: 762 shares; 2026Q2: 762 shares; 2026Q3: 762 shares 762$248K0.08%0Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 893 shares; 2026Q2: 893 shares; 2026Q3: 893 shares 893$236K0.07%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 681 shares; 2026Q3: 661 shares 661$227K0.07%-20Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 418 shares; 2026Q3: 418 shares 418$208K0.06%0Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,709 shares; 2026Q3: 1,709 shares 1,709$205K0.06%0Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q4: not reported; 2025Q1: 3,224 shares; 2025Q2: not reported; 2025Q3: 3,224 shares; 2025Q4: 3,224 shares; 2026Q1: 3,224 shares; 2026Q2: 3,224 shares; 2026Q3: 3,224 shares 3,224$204K0.06%0Timeline

Sold out in Q3 2026

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

SecurityShares beforeValue beforeType
VBVANGUARD INDEX FDS674$204Kshares

How Q3 2026 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 0001909565-26-000006 base2026-10-14