13F Filings History of PERSPECTIVE WEALTH ADVISORS LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$140,425,433
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Loveland, CO
Summary
This page shows a list of all the recent 13F filings made by PERSPECTIVE WEALTH ADVISORS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PERSPECTIVE WEALTH ADVISORS LLC reported 55 stock holdings with total value $140,425,433 as of Q4 2025. Top holdings included SPY, HEFA, IJH, QQQ, and SJNK.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 55 $140,425,433 $0 $0 $0 SPY, HEFA, IJH, QQQ, SJNK 13F-HR 13 Feb 2026, 13:59