PERSPECTIVE WEALTH ADVISORS LLC
CIK
2080427
Location
LOVELAND, CO
Portfolio Value
Micro
$33,734,401
Diversification
Highly concentrated
Filing Date
Global Rank
#6,943
/ 8,232
▲ 354
Top Industry
Banks - Regional
49.1%
3Y Alpha vs SPY
+7.5%
Period ended 2 months ago
Filed May 8, 2026 · 36d
2 quarters · since Dec 2025
Clone Performance
Feb 2026–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+12.1%
SPY
+9.1%
Annualised alpha
+11.5%
Max drawdown
−9.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
7 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
66.7%
−4.2 pts
Top 5
98.2%
−1.0 pts
Top 10
100.0%
0.0 pts
HHI
5,031
Highly concentrated−574
Portfolio Trend
2 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 90.2% | $30,444,825 |
| Financial Services | 4.8% | $1,616,651 |
| Technology | 3.6% | $1,222,736 |
| Consumer Cyclical | 1.3% | $450,189 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
6 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SPY | Spdr S&P 500 ETF Trust | +3,859 | 34,583 | $22,490,708 | |
| QQQ | Invesco Qqq Trust, Series 1 | +2,222 | 13,781 | $7,954,117 | |
| NVDA | Nvidia Corp | +903 | 3,504 | $611,097 | |
| AAPL | Apple Inc. | +362 | 1,478 | $375,101 | |
| MSFT | Microsoft Corp | +161 | 639 | $236,538 | |
| TSLA | Tesla, Inc. | +109 | 1,211 | $450,189 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reducedNo qualifying positions this quarter.
New Positions
Positions the filer opened this quarter
1 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PNC | Pnc Financial Services Group, Inc. | 7,769 | $1,616,651 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
7 positions ·
$33,734,401 total
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 34,583 | $22,490,708 | 66.67% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 13,781 | $7,954,117 | 23.58% | |
| PNC |
Pnc Financial Services Group, Inc.
Financial Services
|
NEW | 7,769 | $1,616,651 | 4.79% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 3,504 | $611,097 | 1.81% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 1,211 | $450,189 | 1.33% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,478 | $375,101 | 1.11% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 639 | $236,538 | 0.70% |