New Perspectives, Inc - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, New Perspectives, Inc held in its portfolio 40 assets valued at $288,383,781 (i.e. $288.38M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($75.66M), NORTHERN LTS FD TR II ($70.98M), and ISHARES TR ($28.23M).
The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
New Perspectives, Inc - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1024363 | 75659159 | STATE STREET SPD |
| NORTHERN LTS FD TR II | 2779313 | 70983654 | WEITZ CORE PLUS |
| ISHARES TR | 315519 | 28226330 | CORE MSCI EAFE |
| INVESCO QQQ TR | 45106 | 27709235 | UNIT SER 1 |
| WISDOMTREE TR | 416536 | 20960078 | FLOATNG RAT TREA |
| ISHARES TR | 60354 | 14856758 | RUSSELL 2000 ETF |
| WORLD GOLD TR | 159511 | 13617450 | SPDR GLD MINIS |
| VANGUARD SPECIALIZED FUNDS | 39536 | 8689166 | DIV APP ETF |
| INVESCO EXCH TRADED FD TR II | 26340 | 6661913 | NASDAQ 100 ETF |
| APPLE INC | 11100 | 3017554 | COM |
| VANGUARD INDEX FDS | 8943 | 2595519 | MID CAP ETF |
| BERKSHIRE HATHAWAY INC DEL | 2 | 1509600 | CL A |
| WISDOMTREE TR | 21928 | 1248333 | US SMALLCAP FUND |
| VANGUARD INTL EQUITY INDEX F | 16740 | 1231394 | ALLWRLD EX US |
| ELI LILLY & CO | 1014 | 1089726 | COM |
| SHERWIN WILLIAMS CO | 3350 | 1085501 | COM |
| VANGUARD INDEX FDS | 1829 | 892296 | GROWTH ETF |
| MICROSOFT CORP | 1521 | 735796 | COM |
| EASTGROUP PPTYS INC | 3434 | 611784 | COM |
| JPMORGAN CHASE & CO. | 1703 | 548869 | COM |
| ISHARES TR | 1057 | 500278 | RUS 1000 GRW ETF |
| VANGUARD WORLD FD | 1472 | 423715 | HEALTH CAR ETF |
| AUTODESK INC | 1400 | 414414 | COM |
| NVIDIA CORPORATION | 2188 | 408062 | COM |
| CHEVRON CORP NEW | 2299 | 350437 | COM |
| VANGUARD INDEX FDS | 1668 | 348812 | EXTEND MKT ETF |
| SCHWAB STRATEGIC TR | 13089 | 343324 | US BRD MKT ETF |
| VANGUARD INDEX FDS | 1761 | 336333 | VALUE ETF |
| VANGUARD INDEX FDS | 507 | 318254 | S&P 500 ETF SHS |
| DIREXION SHS ETF TR | 1425 | 314369 | DRX S&P500BULL |
| SPDR INDEX SHS FDS | 6940 | 308205 | PORTFOLIO DEVLPD |
| AMGEN INC | 920 | 301125 | COM |
| UNION PAC CORP | 1264 | 292388 | COM |
| WISDOMTREE TR | 4175 | 287073 | INTL EQUITY FD |
| VANGUARD ADMIRAL FDS INC | 640 | 284476 | 500 GRTH IDX F |
| REGIONS FINANCIAL CORP NEW | 10282 | 278642 | COM |
| AMERICAN ELEC PWR CO INC | 2250 | 259448 | COM |
| CHUBB LIMITED | 762 | 237835 | COM |
| ABBVIE INC | 1037 | 236884 | COM |
| ALLIANT ENERGY CORP | 3224 | 209592 | COM |
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