PERSPECTIVE WEALTH ADVISORS LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Loveland, CO
CIK
0002080427
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 55 140,425 SPY, HEFA, IJH, QQQ 13F-HR 2/13/2026 000198615226000036