Perspective Wealth Advisors LLC
Net buyer this quarter
$182M
14
+$732K
25.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $27M | 14.83% | Not reported | +4.4% | Q1 2026 |
 QQQ | $11.2M | 6.15% | Not reported | +10.2% | Q1 2026 |
 FLDR | $3.43M | 1.89% | Not reported | -44.6% | Q1 2026 |
 PNC | $1.92M | 1.05% | 0.00% | +0.2% | Q1 2026 |
| SPMD | $1.04M | 0.57% | Not reported | -0.1% | Q1 2026 |
 NVDA | $720K | 0.40% | 0.00% | +2.7% | Q1 2026 |
 TSLA | $529K | 0.29% | 0.00% | +3.9% | Q1 2026 |
 AAPL | $491K | 0.27% | 0.00% | +14.8% | Q1 2026 |
 PULS | $417K | 0.23% | 0.05% | New | Q2 2026 |
 VYM | $357K | 0.20% | Not reported | +2.1% | Q1 2026 |
 SPCX | $301K | 0.17% | Not reported | New | Q2 2026 |
 AMZN | $262K | 0.14% | 0.00% | New | Q2 2026 |
 MSFT | $257K | 0.14% | 0.00% | +7.7% | Q1 2026 |
 GOOGL | $211K | 0.12% | 0.00% | New | Q2 2026 |
| Q1 2026 | |||||
| SPY | $22.5M | 14.59% | Not reported | New | Q1 2026 |
| QQQ | $7.95M | 5.16% | Not reported | New | Q1 2026 |
| FLDR | $6.19M | 4.01% | Not reported | New | Q1 2026 |
| PNC | $1.62M | 1.05% | 0.00% | New | Q1 2026 |
| SPMD | $908K | 0.59% | Not reported | New | Q1 2026 |
| NVDA | $611K | 0.40% | 0.00% | New | Q1 2026 |
| TSLA | $450K | 0.29% | 0.00% | New | Q1 2026 |
| AAPL | $375K | 0.24% | 0.00% | New | Q1 2026 |
| VYM | $327K | 0.21% | Not reported | New | Q1 2026 |
| MSFT | $237K | 0.15% | 0.00% | New | Q1 2026 |