PERSPECTIVE WEALTH ADVISORS LLC
Long book
$154.2M
Q1 2026
Positions
55
Top-10 weight
57%
concentration
Last quarter
+11.3%
SPY +14.8%
Turnover
10%
of book per quarter
Strategy in plain words
auto-generated from filingsPERSPECTIVE WEALTH ADVISORS LLC is a wealth-management firm allocating client money, running a $154.2M US long book across 55 positions.
The portfolio is concentrated: the top 10 names carry 57% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: SS SPDR S&P 500 ETF TRUST-US, ISHA CURR HEDGED MSCI EAFE, ISHARES CORE S&P MIDCAP ETF, SS SPDR BB ST HI YIELD ETF, INVESCO QQQ TRUST SERIES 1.
Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2025
-0.0%
Q1 2026
+11.3%
Sector allocation
Financials 49%
Technology 37%
Industrials 14%