PERSPECTIVE WEALTH ADVISORS LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
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
Q1 2026
55
154,181
SPY, HEFA, IJH, SJNK
13F-HR
5/8/2026
000198615226000074
Q4 2025
55
140,425
SPY, HEFA, IJH, QQQ
13F-HR
2/13/2026
000198615226000036