PERSPECTIVE WEALTH ADVISORS LLC - Portfolio overview

PERSPECTIVE WEALTH ADVISORS LLC has 55 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 14.59%
2. HEFA - ISHARES TR, 7.22%
3. IJH - ISHARES TR, 5.59%

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

Explore securities or join Upside Invest to compare portfolios.