New Perspectives, Inc
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), New Perspectives, Inc reported 44 stock positions worth $288.8 million. Its top holding was Weitz Core Plus Bond ETF (WCPB) at 25.1% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 19.4%) and iShares Core MSCI Eafe ETF (IEFA, 10.3%). Compared with Q4 2025, it opened 2 new positions, added to 12 and reduced 13. The biggest buy was Weitz Core Plus Bond ETF (WCPB, shares +3%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- TOUGALOO, MS
- CIK
- 0001909565
- Portfolio Value
- $288.8M (Q1 2026)
- SEC Filing
- 0001909565-26-000004 ↗ filed Apr 21, 2026
Holdings Value
Holdings 44 stocks · $288.8M
| WCPB Weitz Core Plus Bond ETF | 25.11% | 2,866,941 | $72.5M | Add +3.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 19.37% | 730,608 | $55.9M | Reduce -0.6% |
| IEFA iShares Core MSCI Eafe ETF | 10.26% | 327,219 | $29.6M | Add +3.7% |
| QQQ Invesco QQQ Trust Series 1 | 8.89% | 44,498 | $25.7M | Reduce -1.4% |
| USFR Wisdomtree Floating Rate Tre | 7.26% | 416,317 | $21.0M | Reduce -0.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 6.00% | 292,424 | $17.3M | Add +3.5% |
| IWM iShares Russell 2000 ETF | 5.38% | 62,586 | $15.5M | Add +3.7% |
| GLDM SPDR Gold Minishares Trust | 5.12% | 159,510 | $14.8M | Reduce 0.0% |
| VIG Vanguard Dividend Apprec ETF | 2.90% | 38,946 | $8.4M | Reduce -1.5% |
| QQQM Invesco Nasdaq 100 ETF | 2.52% | 30,617 | $7.3M | Add +16.2% |
| AAPL Apple Inc. | 0.98% | 11,100 | $2.8M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.88% | 8,847 | $2.5M | Reduce -1.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.50% | 2 | $1.4M | No change |
| EES Wisdomtree US Smallcap Fund | 0.42% | 20,913 | $1.2M | Reduce -4.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.42% | 16,140 | $1.2M | Reduce -3.6% |
| SHW The Sherwin-Williams Co. | 0.37% | 3,350 | $1.1M | No change |
| LLY Eli Lilly & Co. | 0.32% | 1,014 | $933K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.28% | 1,829 | $799K | No change |
| EGP Eastgroup Properties Inc. | 0.22% | 3,434 | $636K | No change |
| MSFT Microsoft Corp. | 0.20% | 1,522 | $564K | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.17% | 1,704 | $501K | Add +0.1% |
| CVX Chevron Corp. | 0.16% | 2,276 | $471K | Reduce -1.0% |
| IWF iShares Russell 1000 Growth | 0.15% | 994 | $424K | Reduce -6.0% |
| VHT Vanguard Health Care ETF | 0.13% | 1,422 | $387K | Reduce -3.4% |
| NVDA Nvidia Corp. | 0.13% | 2,213 | $386K | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 1,761 | $346K | No change |
| VXF Vanguard Extended Market ETF | 0.12% | 1,668 | $343K | No change |
| ADSK Autodesk Inc. | 0.12% | 1,400 | $335K | No change |
| AMGN Amgen Inc. | 0.11% | 920 | $324K | No change |
| SCHB Schwab US Broad Market ETF | 0.11% | 12,689 | $318K | Reduce -3.1% |
| SHM SS SPDR N Ice St Muni ETF | 0.11% | 6,491 | $310K | No change |
| UNP Union Pacific Corp. | 0.11% | 1,264 | $307K | No change |
| VOO Vanguard S&P 500 ETF | 0.11% | 509 | $304K | Add +0.4% |
| AEP American Electric Power | 0.10% | 2,250 | $295K | No change |
| DWM Wisdomtree International Equ | 0.10% | 4,175 | $292K | No change |
| SPXL Direxion Daily S&P 500 Bull | 0.10% | 1,550 | $287K | Add +8.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.09% | 5,990 | $273K | Reduce -13.7% |
| RF Regions Financial Corp. | 0.09% | 10,282 | $269K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.09% | 641 | $261K | Add +0.2% |
| CB Chubb Ltd. | 0.09% | 762 | $248K | No change |
| LNT Alliant Energy Corp. | 0.08% | 3,224 | $231K | No change |
| ABBV Abbvie Inc. | 0.08% | 1,041 | $226K | Add +0.4% |
| JNJ Johnson & Johnson | 0.08% | 893 | $218K | New |
| COST Costco Wholesale Corp. | 0.07% | 208 | $207K | New |
Portfolio Sells Q4 2025 → Q1 2026
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.6% | 19.37% | −1.09 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.4% | 8.89% | −0.71 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.5% | 2.90% | −0.11 |
| IWF iShares Russell 1000 Growth | Reduce -6.0% | 0.15% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.1% | 0.88% | −0.02 |
| VHT Vanguard Health Care ETF | Reduce -3.4% | 0.13% | −0.01 |
| EES Wisdomtree US Smallcap Fund | Reduce -4.6% | 0.42% | −0.01 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -13.7% | 0.09% | −0.01 |
| USFR Wisdomtree Floating Rate Tre | Reduce -0.1% | 7.26% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -3.1% | 0.11% | −0.01 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -3.6% | 0.42% | −0.01 |
| CVX Chevron Corp. | Reduce -1.0% | 0.16% | +0.04 |
| GLDM SPDR Gold Minishares Trust | Reduce 0.0% | 5.12% | +0.40 |
Portfolio Buys Q4 2025 → Q1 2026
| WCPB Weitz Core Plus Bond ETF | Add +3.1% | 25.11% | +0.50 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.7% | 10.26% | +0.47 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +3.5% | 6.00% | +0.32 |
| IWM iShares Russell 2000 ETF | Add +3.7% | 5.38% | +0.22 |
| QQQM Invesco Nasdaq 100 ETF | Add +16.2% | 2.52% | +0.21 |
| JNJ Johnson & Johnson | New | 0.08% | +0.08 |
| COST Costco Wholesale Corp. | New | 0.07% | +0.07 |
| ABBV Abbvie Inc. | Add +0.4% | 0.08% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.4% | 0.11% | −0.01 |
| NVDA Nvidia Corp. | Add +1.1% | 0.13% | −0.01 |
| VOOG Vanguard S&P 500 Growth ETF | Add +0.2% | 0.09% | −0.01 |
| SPXL Direxion Daily S&P 500 Bull | Add +8.8% | 0.10% | −0.01 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.17% | −0.02 |
| MSFT Microsoft Corp. | Add +0.1% | 0.20% | −0.06 |
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 |