New Perspectives, Inc
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), New Perspectives, Inc reported 42 stock positions worth $288.4 million. Its top holding was Weitz Core Plus Bond ETF (WCPB) at 24.6% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 20.5%) and iShares Core MSCI Eafe ETF (IEFA, 9.8%). Compared with Q3 2025, it opened 3 new positions, sold out of 1, added to 13 and reduced 7. The biggest buy was Weitz Core Plus Bond ETF (WCPB, shares +389%) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- TOUGALOO, MS
- CIK
- 0001909565
- Portfolio Value
- $288.4M (Q4 2025)
- SEC Filing
- 0001909565-26-000001 ↗ filed Jan 28, 2026
Holdings Value
Holdings 42 stocks · $288.4M
| WCPB Weitz Core Plus Bond ETF | 24.61% | 2,779,313 | $71.0M | Add +388.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 20.45% | 735,219 | $59.0M | Add +0.6% |
| IEFA iShares Core MSCI Eafe ETF | 9.79% | 315,519 | $28.2M | Add +2.2% |
| QQQ Invesco QQQ Trust Series 1 | 9.61% | 45,106 | $27.7M | Reduce -2.3% |
| USFR Wisdomtree Floating Rate Tre | 7.27% | 416,536 | $21.0M | Add +1.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 5.68% | 282,653 | $16.4M | Add +2.1% |
| IWM iShares Russell 2000 ETF | 5.15% | 60,354 | $14.9M | Add +2.5% |
| GLDM SPDR Gold Minishares Trust | 4.72% | 159,511 | $13.6M | Add +1.1% |
| VIG Vanguard Dividend Apprec ETF | 3.01% | 39,536 | $8.7M | Add +2.6% |
| QQQM Invesco Nasdaq 100 ETF | 2.31% | 26,340 | $6.7M | Add +19.0% |
| AAPL Apple Inc. | 1.05% | 11,100 | $3.0M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.90% | 8,943 | $2.6M | Reduce -0.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.52% | 2 | $1.5M | No change |
| EES Wisdomtree US Smallcap Fund | 0.43% | 21,928 | $1.2M | Reduce -6.2% |
| VEU Vanguard Ftse All-World Ex-U | 0.43% | 16,740 | $1.2M | No change |
| LLY Eli Lilly & Co. | 0.38% | 1,014 | $1.1M | Reduce -7.6% |
| SHW The Sherwin-Williams Co. | 0.38% | 3,350 | $1.1M | Reduce -6.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.31% | 1,829 | $892K | Add +0.6% |
| MSFT Microsoft Corp. | 0.26% | 1,521 | $736K | No change |
| EGP Eastgroup Properties Inc. | 0.21% | 3,434 | $612K | No change |
| JPM JPMorgan Chase & Co. | 0.19% | 1,703 | $549K | No change |
| IWF iShares Russell 1000 Growth | 0.17% | 1,057 | $500K | No change |
| VHT Vanguard Health Care ETF | 0.15% | 1,472 | $424K | Reduce -10.9% |
| ADSK Autodesk Inc. | 0.14% | 1,400 | $414K | No change |
| NVDA Nvidia Corp. | 0.14% | 2,188 | $408K | No change |
| CVX Chevron Corp. | 0.12% | 2,299 | $350K | Add +0.1% |
| VXF Vanguard Extended Market ETF | 0.12% | 1,668 | $349K | Reduce -0.8% |
| SCHB Schwab US Broad Market ETF | 0.12% | 13,089 | $343K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 1,761 | $336K | No change |
| VOO Vanguard S&P 500 ETF | 0.11% | 507 | $318K | New |
| SPXL Direxion Daily S&P 500 Bull | 0.11% | 1,425 | $314K | Add +50.0% |
| SHM SS SPDR N Ice St Muni ETF | 0.11% | 6,491 | $312K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.11% | 6,940 | $308K | No change |
| AMGN Amgen Inc. | 0.10% | 920 | $301K | No change |
| UNP Union Pacific Corp. | 0.10% | 1,264 | $292K | No change |
| DWM Wisdomtree International Equ | 0.10% | 4,175 | $287K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.10% | 640 | $284K | New |
| RF Regions Financial Corp. | 0.10% | 10,282 | $279K | No change |
| AEP American Electric Power | 0.09% | 2,250 | $259K | New |
| CB Chubb Ltd. | 0.08% | 762 | $238K | No change |
| ABBV Abbvie Inc. | 0.08% | 1,037 | $237K | Add +0.4% |
| LNT Alliant Energy Corp. | 0.07% | 3,224 | $210K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.3% | 9.61% | −2.80 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.9% | 0.90% | −0.29 |
| SHW The Sherwin-Williams Co. | Reduce -6.9% | 0.38% | −0.18 |
| EES Wisdomtree US Smallcap Fund | Reduce -6.2% | 0.43% | −0.15 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.13 |
| VHT Vanguard Health Care ETF | Reduce -10.9% | 0.15% | −0.05 |
| VXF Vanguard Extended Market ETF | Reduce -0.8% | 0.12% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -7.6% | 0.38% | +0.00 |
Portfolio Buys Q3 2025 → Q4 2025
| WCPB Weitz Core Plus Bond ETF | Add +388.7% | 24.61% | +18.13 |
| VOO Vanguard S&P 500 ETF | New | 0.11% | +0.11 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.10% | +0.10 |
| AEP American Electric Power | New | 0.09% | +0.09 |
| SPXL Direxion Daily S&P 500 Bull | Add +50.0% | 0.11% | +0.02 |
| ABBV Abbvie Inc. | Add +0.4% | 0.08% | −0.02 |
| CVX Chevron Corp. | Add +0.1% | 0.12% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.6% | 0.31% | −0.08 |
| QQQM Invesco Nasdaq 100 ETF | Add +19.0% | 2.31% | −0.14 |
| GLDM SPDR Gold Minishares Trust | Add +1.1% | 4.72% | −0.68 |
| VIG Vanguard Dividend Apprec ETF | Add +2.6% | 3.01% | −0.71 |
| IWM iShares Russell 2000 ETF | Add +2.5% | 5.15% | −1.22 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +2.1% | 5.68% | −1.41 |
| USFR Wisdomtree Floating Rate Tre | Add +1.1% | 7.27% | −2.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +2.2% | 9.79% | −2.28 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.6% | 20.45% | −5.17 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 49 | $325.9M | WCPB, SPYM, IEFA, QQQ, USFR |
| Q1 2026 | 44 | $288.8M | WCPB, SPYM, IEFA, QQQ, USFR |
| Q4 2025 | 42 | $288.4M | WCPB, SPYM, IEFA, QQQ, USFR |
| Q3 2025 | 40 | $223.4M | SPYM, QQQ, IEFA, USFR, SPMD |
| Q2 2025 | 36 | $202.2M | SPYM, QQQ, IEFA, USFR, SPMD |
| Q1 2025 | 38 | $187.4M | SPYM, QQQ, USFR, IEFA, SPMD |
| Q4 2024 | 35 | $186.6M | SPYM, QQQ, IEFA, SPMD, IWM |
| Q3 2024 | 37 | $187.8M | SPYM, QQQ, IEFA, SPMD, IWM |
| Q2 2024 | 31 | $187.3M | SPYM, QQQ, USFR, IEFA, SPMD |
| Q1 2024 | 30 | $180.6M | SPYM, QQQ, USFR, IEFA, SPMD |