New Perspectives, Inc - Portfolio overview

New Perspectives, Inc has 46 reported holdings in this dataset, with the latest filing dated 2026-04-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. WCPB - NORTHERN LTS FD TR II, 20.94%
2. SPLG - SPDR SERIES TRUST, 16.53%
3. SPYM - SPDR SERIES TRUST, 16.15%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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