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New Perspectives, Inc

Q1 2026 13F Holdings

  • Location
    tougaloo, MS
  • Num holdings

    44

  • Value ($000)

    $288,753

  • Date Filed
    04/21/2026
  • Form type
    13F-HR
  • CIK
    0001909565
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

NORTHERN LTS FD TR II

WEITZ CORE PLUS
664925880
$72.5M
25 %

2,866,941

K
KRE

SPDR SERIES TRUST

STATE STREET SPD
78464A854
$55.92M
19 %

730,608

I
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$29.62M
10 %

327,219

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$25.68M
9 %

44,498

U
USFR

WISDOMTREE TR

FLOATNG RAT TREA
97717Y527
$20.96M
7 %

416,317

S
SPMD

SPDR SERIES TRUST

STATE STREET SPD
78464A847
$17.32M
6 %

292,424

I
IWM

ISHARES TR

RUSSELL 2000 ETF
464287655
$15.52M
5 %

62,586

G
GLDM

WORLD GOLD TR

SPDR GLD MINIS
98149E303
$14.78M
5 %

159,510

V
VIG

VANGUARD SPECIALIZED FUNDS

DIV APP ETF
921908844
$8.38M
3 %

38,946

Q
QQQM

INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF
46138G649
$7.28M
3 %

30,617

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