PERSPECTIVE WEALTH ADVISORS LLC
55 holdingsFiling period: 2026-03-31Current AUM: $170.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 34.6K | $22.5M | $25.8M | 15.19% | +3.9K | 2026-03-31 |
| 2 | HEFA | ISHARES TR | 261.8K | $11.1M | $12.2M | 7.15% | +28.4K | 2026-03-31 |
| 3 | IJH | ISHARES TR | 127.7K | $8.6M | $9.6M | 5.65% | +8.6K | 2026-03-31 |
| 4 | SJNK | SPDR SERIES TRUST | 339.9K | $8.5M | $8.4M | 4.97% | +95.1K | 2026-03-31 |
| 5 | QQQ | INVESCO QQQ TR | 13.8K | $8.0M | $9.5M | 5.58% | +2.2K | 2026-03-31 |
| 6 | FNDE | SCHWAB STRATEGIC TR | 168.3K | $6.4M | $6.9M | 4.09% | +16.5K | 2026-03-31 |
| 7 | FLDR | FIDELITY MERRIMACK STR TR | 123.6K | $6.2M | $6.2M | 3.63% | +14.6K | 2026-03-31 |
| 8 | IJR | ISHARES TR | 46.6K | $5.8M | $6.8M | 3.99% | +3.0K | 2026-03-31 |
| 9 | IVV | ISHARES TR | 8.8K | $5.7M | $6.6M | 3.88% | +166 | 2026-03-31 |
| 10 | SPMO | INVESCO EXCH TRADED FD TR II | 47.0K | $5.3M | $6.8M | 3.98% | +6.7K | 2026-03-31 |
| 11 | GSY | INVESCO ACTIVELY MANAGED EXC | 93.7K | $4.7M | $4.7M | 2.76% | +6.8K | 2026-03-31 |
| 12 | IDMO | INVESCO EXCH TRADED FD TR II | 79.8K | $4.4M | $4.8M | 2.85% | +44.7K | 2026-03-31 |
| 13 | MINT | PIMCO ETF TR | 42.5K | $4.3M | $4.3M | 2.52% | +9.1K | 2026-03-31 |
| 14 | XMMO | INVESCO EXCHANGE TRADED FD T | 23.5K | $3.4M | $3.6M | 2.13% | +3.1K | 2026-03-31 |
| 15 | LVHI | LEGG MASON ETF INVT | 72.0K | $2.9M | $3.1M | 1.81% | +5.0K | 2026-03-31 |
| 16 | LVHD | LEGG MASON ETF INVT | 68.6K | $2.9M | $3.1M | 1.81% | +6.7K | 2026-03-31 |
| 17 | RWK | INVESCO EXCH TRADED FD TR II | 20.9K | $2.7M | $3.1M | 1.83% | +1.4K | 2026-03-31 |
| 18 | SCHD | SCHWAB STRATEGIC TR | 77.4K | $2.4M | $2.6M | 1.52% | +8.2K | 2026-03-31 |
| 19 | SPHQ | INVESCO EXCHANGE TRADED FD T | 31.3K | $2.4M | $2.6M | 1.56% | +4.9K | 2026-03-31 |
| 20 | XSMO | INVESCO EXCHANGE TRADED FD T | 29.1K | $2.2M | $2.5M | 1.48% | +3.7K | 2026-03-31 |
| 21 | IWY | ISHARES TR | 8.6K | $2.1M | $2.4M | 1.40% | +531 | 2026-03-31 |
| 22 | SHY | ISHARES TR | 25.9K | $2.1M | $2.1M | 1.25% | -- | 2026-03-31 |
| 23 | IGSB | ISHARES TR | 40.6K | $2.1M | $2.1M | 1.25% | -- | 2026-03-31 |
| 24 | FLRN | SPDR SERIES TRUST | 69.0K | $2.1M | $2.1M | 1.25% | +4.0K | 2026-03-31 |
| 25 | ANGL | VANECK ETF TRUST | 72.3K | $2.1M | $2.1M | 1.23% | +5.6K | 2026-03-31 |
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