Loading…
CIK 0002080427 • 3 13F filings • Feb 13, 2026 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("perspective-wealth-advisors-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| APPLE INC | COM | $303K | 0.2%Prev: 0.3% | 1,116 SH | Decreased-581 SH |
| DBX ETF TR | XTRACK MSCI EAFE | $440K | 0.3%Prev: 0.3% | 14,204 SH | Decreased-1,066 SH |
| FIDELITY MERRIMACK STR TR | LOW DURTIN ETF | $5.5M | 3.9%Prev: 1.9% | 109,018 SH | Increased+40,510 SH |
| FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | $674K | 0.5%Prev: 0.4% | 17,324 SH | Decreased+1,091 SH |
| INVESCO ACTIVELY MANAGED EXC | ULTRA SHRT DUR | $4.4M | 3.1%Prev: 0.4% | 86,902 SH | Increased+72,891 SH |
| INVESCO EXCH TRADED FD TR II | S&P 500 MOMNTM | $4.8M | 3.4%Prev: 5.0% | 40,301 SH | Decreased-16,255 SH |
| INVESCO EXCH TRADED FD TR II | S&P INTL MOMNT | $2.0M | 1.4%Prev: 3.5% | 35,171 SH | Decreased-71,389 SH |
| INVESCO EXCH TRADED FD TR II | S&P INTL QULTY | $1.1M | 0.8%Prev: 0.9% | 30,679 SH | Decreased-6,567 SH |
| INVESCO EXCH TRADED FD TR II | S&P MDCP 400 REV | $2.5M | 1.8%Prev: 1.7% | 19,581 SH | Decreased-1,174 SH |
| INVESCO EXCH TRADED FD TR II | S&P SMALLCAP 600 | $1.9M | 1.3%Prev: 1.3% | 38,011 SH | Decreased-1,338 SH |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $2.8M | 2.0%Prev: 2.5% | 20,316 SH | Decreased-6,872 SH |
| INVESCO EXCHANGE TRADED FD T | S&P SMLCP MOMENT | $1.8M | 1.3%Prev: 1.7% | 25,404 SH | Decreased-8,439 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $2.0M | 1.4%Prev: 1.6% | 26,361 SH | Decreased-5,896 SH |
| INVESCO QQQ TR | UNIT SER 1 | $7.1M | 5.1%Prev: 6.2% | 11,559 SH | Decreased-3,628 SH |
| ISHARES TR | 0-5YR HI YL CP | $3.5M | 2.5% | 80,791 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $7.9M | 5.6%Prev: 5.8% | 119,165 SH | Decreased-17,119 SH |
| ISHARES TR | CORE S&P SCP ETF | $5.2M | 3.7%Prev: 4.0% | 43,587 SH | Decreased-5,156 SH |
| ISHARES TR | CORE S&P500 ETF | $5.9M | 4.2%Prev: 3.9% | 8,635 SH | Decreased-743 SH |
| ISHARES TR | HDG MSCI EAFE | $9.7M | 6.9% | 233,384 SH | New |
| ISHARES TR | MSCI INTL QUALTY | $351K | 0.2%Prev: 0.2% | 7,724 SH | Decreased |
| ISHARES TR | RUS TP200 GR ETF | $2.2M | 1.6%Prev: 1.4% | 8,099 SH | Decreased-695 SH |
| ISHARES TR | S&P 500 VAL ETF | $231K | 0.2%Prev: 0.1% | 1,087 SH | Decreased |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | $2.5M | 1.8%Prev: 1.7% | 66,938 SH | Decreased-8,715 SH |
| LEGG MASON ETF INVT | FRANKLIN US LOW | $2.5M | 1.8%Prev: 1.7% | 61,874 SH | Decreased-10,284 SH |
| MICROSOFT CORP | COM | $231K | 0.2%Prev: 0.1% | 478 SH | Decreased-210 SH |
| NVIDIA CORPORATION | COM | $485K | 0.3%Prev: 0.4% | 2,601 SH | Decreased-998 SH |
| PIMCO ETF TR | ENHAN SHRT MA AC | $3.4M | 2.4%Prev: 0.1% | 33,418 SH | Increased+30,873 SH |
| PROSHARES TR | S&P MDCP 400 DIV | $707K | 0.5%Prev: 0.3% | 8,389 SH | Increased+1,946 SH |
| RBB FD INC | F M 2YEAR INVES | $1.9M | 1.4% | 38,083 SH | New |
| RBB FD INC | F/M 3 YEAR INVES | $2.0M | 1.4% | 38,408 SH | New |
| RBB FD INC | US TREAS 3 YR NT | $202K | 0.1% | 4,058 SH | New |
| RBB FD INC | US TREASRY 12 MT | $336K | 0.2% | 6,691 SH | New |
| RBB FD INC | US TREASY 2 YR | $249K | 0.2% | 5,121 SH | New |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | $5.5M | 3.9% | 151,800 SH | New |
| SCHWAB STRATEGIC TR | INTERNL DIVID | $1.4M | 1.0%Prev: 1.0% | 45,469 SH | Decreased-14,608 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $1.1M | 0.8%Prev: 0.6% | 47,586 SH | Increased+9,771 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $1.9M | 1.4%Prev: 1.5% | 69,173 SH | Decreased-16,347 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $221K | 0.2%Prev: 0.2% | 8,201 SH | Decreased-1,785 SH |
| SPDR INDEX SHS FDS | S&P EM MKT DIV | $495K | 0.4% | 12,649 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $21.0M | 14.9% | 30,724 SH | New |
| SPDR SERIES TRUST | STATE STREET SPD | $10.5M | 7.5% | 349,192 SH | New |
| TESLA INC | COM | $496K | 0.4%Prev: 0.3% | 1,102 SH | Decreased-156 SH |
| VANECK ETF TRUST | FALLEN ANGEL HG | $2.0M | 1.4%Prev: 1.2% | 66,702 SH | Decreased-6,866 SH |
| VANECK ETF TRUST | SHRT HGH YLD MUN | $285K | 0.2% | 12,432 SH | New |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $819K | 0.6%Prev: 0.4% | 15,238 SH | Increased+2,922 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.8M | 1.3%Prev: 8.3% | 28,619 SH | Decreased-183,514 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $317K | 0.2%Prev: 0.2% | 2,211 SH | Decreased-47 SH |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | $3.3M | 2.4%Prev: 0.4% | 36,614 SH | Increased+28,122 SH |
| WISDOMTREE TR | ITL HDG QTLY DIV | $1.7M | 1.2%Prev: 0.8% | 34,106 SH | Increased+5,216 SH |
| WISDOMTREE TR | US QTLY DIV GRT | $1.2M | 0.8%Prev: 0.4% | 13,198 SH | Increased+4,825 SH |
| 13F-HR |
| 0001986152-26-000074 |
| $154.2M |
| View |