New Perspectives, Inc holds a concentrated book of 49 stocks worth $325.9M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Allspring Ultra SH Muni ETF and trimmed Invesco QQQ Trust Series 1. Their largest long position is Weitz Core Plus Bond ETF at 24% of the equity book. Cloning the disclosed picks since 2024 would be +26% (+13.7%/yr). That is a simulation of the disclosed long book, not audited returns.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1909565/holdings"
Use Arkolith to show New Perspectives, Inc's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.6 points over this window.
Growth of $10,000 cloning New Perspectives, Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
7% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as New Perspectives, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| JPMORGAN CHASE & CO | 55 / 49 | $338.5B |
| COMMONWEALTH EQUITY SERVICES, LLC | 55 / 49 | $16.1B |
| Farther Finance Advisors, LLC | 55 / 49 | $2.1B |
| MORGAN STANLEY | 54 / 49 | $430.8B |
| WELLS FARGO & COMPANY/MN | 54 / 49 | $126.5B |
| ROYAL BANK OF CANADA | 54 / 49 | $111.9B |
| ENVESTNET ASSET MANAGEMENT INC | 54 / 49 | $61.8B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 54 / 49 | $27.2B |
Ranked by how many of New Perspectives, Inc's top 49 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Northern LTS FD TR II WEITZ CORE PLUS | $78.4M | 3.09M | 24.1% | ▲+7.8% Added · +225K sh | |
| 2 | SPDR Series Trust ST STR P500ETF | $64.5M | 733.6K | 19.8% | ▲+0.4% Added · +3K sh | |
| 3 | Ishares TR CORE MSCI EAFE | $33.1M | 342.5K | 10.2% | ▲+4.7% Added · +15K sh | |
| 4 | Invesco QQQ TR UNIT SER 1 | $32.0M | 43.5K | 9.8% | ▼−2.4% Reduced · −1K sh | |
| 5 | Wisdomtree TR FLOATNG RAT TREA | $22.1M | 438.4K | 6.8% | ▲+5.3% Added · +22K sh | |
| 6 | SPDR Series Trust ST STR P400MID | $20.7M | 306.5K | 6.4% | ▲+4.8% Added · +14K sh | |
| 7 | Ishares TR RUSSELL 2000 ETF | $19.4M | 64.7K | 6.0% | ▲+3.3% Added · +2K sh | |
| 8 | World Gold TR SPDR GLD MINIS | $11.5M | 144.8K | 3.5% | ▼−9.2% Reduced · −15K sh | |
| 9 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $10.1M | 33.2K | 3.1% | ▲+8.5% Added · +3K sh | |
| 10 | Vanguard Specialized Funds DIV APP ETF | $9.1M | 38.5K | 2.8% | ▼−1.2% Reduced · −452 sh | |
| 11 | Apple Inc COM | $3.1M | 10.7K | 1.0% | ▼−3.4% Reduced · −380 sh | |
| 12 | Vanguard Index FDS MID CAP ETF | $2.8M | 35.1K | 0.9% | ▲+297% Added · +26K sh | |
| 13 | Berkshire Hathaway Inc Del CL A | $1.5M | 2 | 0.5% | —Held | |
| 14 | Wisdomtree TR US SMALLCAP FUND | $1.4M | 20.5K | 0.4% | ▼−1.8% Reduced · −380 sh | |
| 15 | Vanguard Intl Equity Index F ALLWRLD EX US | $1.3M | 15.2K | 0.4% | ▼−6.1% Reduced · −985 sh | |
| 16 | Eli Lilly & Co COM | $1.2M | 1.0K | 0.4% | —Held | |
| 17 | Sherwin Williams Co COM | $1.2M | 3.4K | 0.4% | —Held | |
| 18 | Allspring Exchange Traded Fu ULTRA SRT MUNI | $1.0M | 40.9K | 0.3% | ▲New New position | |
| 19 | Vanguard Index FDS GROWTH ETF | $945K | 11.0K | 0.3% | ▲+500% Added · +9K sh | |
| 20 | Eastgroup Pptys Inc COM | $696K | 3.4K | 0.2% | ▲~0% Added · +1 sh | |
| 21 | Microsoft Corp COM | $568K | 1.5K | 0.2% | —Held | |
| 22 | JPMorgan Chase & Co COM | $558K | 1.7K | 0.2% | —Held | |
| 23 | Ishares TR RUS 1000 GRW ETF | $478K | 3.8K | 0.1% | ▲+287% Added · +3K sh | |
| 24 | Direxion Shares ETF Trust DA 500 BU 3X ETF | $474K | 1.8K | 0.1% | ▲+13% Added · +200 sh | |
| 25 | Nvidia Corporation COM | $443K | 2.2K | 0.1% | —Held | |
| 26 | Vanguard World FD HEALTH CAR ETF | $425K | 1.4K | 0.1% | —Held | |
| 27 | Vanguard Index FDS EXTEND MKT ETF | $411K | 1.7K | 0.1% | —Held | |
| 28 | Vanguard Admiral FDS Inc 500 GRTH IDX F | $391K | 4.7K | 0.1% | ▲+639% Added · +4K sh | |
| 29 | Vanguard Index FDS VALUE ETF | $384K | 1.8K | 0.1% | —Held | |
| 30 | Chevron Corporation COM | $377K | 2.3K | 0.1% | —Held | |
| 31 | Schwab Strategic TR US BRD MKT ETF | $367K | 12.7K | 0.1% | —Held | |
| 32 | Vanguard Index FDS S&P 500 ETF SHS | $350K | 509 | 0.1% | —Held | |
| 33 | Union Pac Corp COM | $344K | 1.3K | 0.1% | —Held | |
| 34 | Amgen Inc COM | $333K | 920 | 0.1% | —Held | |
| 35 | Ea Series Trust ALPHA ARCH 1-3 | $323K | 2.8K | 0.1% | ▲New New position | |
| 36 | SPDR Series Trust ST NUVE TERM ETF | $311K | 6.5K | 0.1% | —Held | |
| 37 | Regions Financial Corp New COM | $311K | 10.3K | 0.1% | —Held | |
| 38 | American Elec PWR Co Inc COM | $308K | 2.3K | 0.1% | —Held | |
| 39 | Wisdomtree TR INTL EQUITY FD | $306K | 4.2K | 0.1% | —Held | |
| 40 | SPDR Index SHS FDS ST STR PO EX ETF | $302K | 6.0K | 0.1% | —Held | |
| 41 | Autodesk Inc COM | $272K | 1.4K | 0.1% | —Held | |
| 42 | Abbvie Inc COM | $262K | 1.0K | 0.1% | —Held | |
| 43 | Chubb Limited COM | $260K | 762 | 0.1% | —Held | |
| 44 | Alliant Energy Corp COM | $246K | 3.2K | 0.1% | —Held | |
| 45 | Alphabet Inc CAP STK CL A | $243K | 681 | 0.1% | ▲New New position | |
| 46 | Intel Corp COM | $239K | 1.7K | 0.1% | ▲New New position | |
| 47 | Johnson & Johnson COM | $227K | 893 | 0.1% | —Held | |
| 48 | Berkshire Hathaway Inc Del CL B NEW | $209K | 418 | 0.1% | ▲New New position | |
| 49 | Vanguard Index FDS SMALL CP ETF | $204K | 674 | 0.1% | ▲New New position |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 49 | $325.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 21, 2026 | 44 | $288.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 28, 2026 | 42 | $288.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 22, 2025 | 40 | $223.4M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 17, 2025 | 36 | $202.2M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 38 | $187.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 35 | $186.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 18, 2024 | 37 | $187.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.