Outlook Wealth Advisors, LLC

Outlook Wealth Advisors, LLC reported 305 holdings worth US$463M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 3, 2026

Outlook Wealth Advisors, LLC reported 305 holdings worth US$463M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Stewart Information Services Corporation. Filed Aug 3, 2026 (Form 13F).

Holdings
305
Value as reported
US$463M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation73,506US$14.7M3.2%
Apple Inc23,357US$6.76M1.5%
Stewart Information Services Corporation49,932US$6.71M1.5%
Alphabet Inc (google) Class C11,987US$4.29M0.93%
Lam Research Corporation9,697US$4.19M0.90%
Microsoft Corp.10,227US$3.81M0.82%
Exxon Mobil Corporation27,763US$3.8M0.82%
Johnson & Johnson12,759US$3.24M0.70%
Chevron Corporation15,430US$2.56M0.55%
Broadcom Inc.6,465US$2.44M0.53%
Sandisk Corporation1,012US$2.3M0.50%
Cisco Systems, Inc.15,334US$1.8M0.39%
Phillips Edison & Company, Inc.41,766US$1.74M0.38%
Teradyne, Inc.3,143US$1.52M0.33%
Micron Technology, Inc.1,278US$1.48M0.32%
Jp Morgan Chase & Co.4,221US$1.38M0.30%
Amphenol Corporation7,834US$1.38M0.30%
Vertiv Holdings, Llc4,070US$1.35M0.29%
Meta Platforms, Inc.2,353US$1.33M0.29%
Visa Inc.3,679US$1.26M0.27%
The Bank Of New York Mellon Corporation7,877US$1.13M0.24%
Texas Instruments Incorporated3,765US$1.12M0.24%
Kla Corporation3,637US$1.1M0.24%
Procter & Gamble Company (the)7,121US$1.04M0.23%
Asml Holding Nv507US$1.01M0.22%
Aramark16,877US$960K0.21%
Amazon.com, Inc.3,999US$953K0.21%
Hf Sinclair Corporation13,579US$946K0.20%
Howmet Aerospace Inc.3,386US$910K0.20%
Tapestry, Inc.6,243US$910K0.20%
Walmart Inc.8,023US$909K0.20%
Home Depot, Inc. (the)2,566US$905K0.20%
Applied Materials, Inc.1,216US$879K0.19%
Bank Of America Corporation15,162US$864K0.19%
Oracle Corporation5,560US$815K0.18%
Sysco Corporation9,567US$800K0.17%
Allstate Corporation (the)3,345US$796K0.17%
S&p Global Inc.1,955US$796K0.17%
Eli Lilly And Company621US$745K0.16%
Tjx Companies, Inc. (the)4,905US$743K0.16%
American Express Company2,127US$719K0.16%
Iqvia Holdings, Inc.3,699US$715K0.15%
Conocophillips6,854US$713K0.15%
Berkshire Hathaway Inc.1,412US$707K0.15%
The Cigna Group2,545US$701K0.15%
Mastercard Incorporated1,350US$693K0.15%
Palo Alto Networks, Inc.2,028US$691K0.15%
Delta Air Lines, Inc.7,238US$678K0.15%
Diamondback Energy, Inc.3,737US$657K0.14%
American Tower Corporation (reit)3,908US$639K0.14%
Cvs Health Corporation5,966US$617K0.13%
Taiwan Semiconductor Manufacturing Co., Ltd.1,283US$613K0.13%
Monolithic Power Systems, Inc.433US$598K0.13%
Southern Copper Corporation3,348US$583K0.13%
At&t Inc.27,631US$572K0.12%
Monster Beverage Corporation5,753US$553K0.12%
Marathon Petroleum Corporation2,158US$552K0.12%
Netflix, Inc.7,565US$540K0.12%
Qualcomm Incorporated2,909US$538K0.12%
Autoliv, Inc.4,608US$535K0.12%
Portland General Electric Co9,945US$515K0.11%
Kimberly-clark Corporation4,695US$515K0.11%
Ppl Corporation13,837US$503K0.11%
General Motors Company6,292US$485K0.10%
Ferguson Enterprises Inc.1,993US$473K0.10%
Union Pacific Corporation1,735US$472K0.10%
Nextera Energy, Inc.5,283US$464K0.10%
Old Dominion Freight Line, Inc.2,069US$448K0.10%
Advanced Drainage Systems, Inc.2,777US$436K0.09%
Cadence Design Systems, Inc.1,135US$426K0.09%
Enterprise Products Partners L.p.11,542US$424K0.09%
Netapp, Inc.2,570US$398K0.09%
Kinder Morgan, Inc.12,389US$396K0.09%
Canadian National Railway Company3,316US$395K0.09%
Intel Corporation2,830US$395K0.09%
Parker-hannifin Corporation399US$390K0.08%
Pepsico, Inc.2,845US$385K0.08%
Simon Property Group, Inc.1,656US$370K0.08%
Illinois Tool Works Inc.1,353US$366K0.08%
Caterpillar, Inc.342US$364K0.08%
Gold Fields Limited10,691US$359K0.08%
Novartis Ag2,271US$356K0.08%
Advanced Micro Devices Inc598US$347K0.08%
Tanger Inc.8,747US$345K0.07%
Commerce Bancshares, Inc.5,947US$343K0.07%
Centerpoint Energy, Inc (holding Co)7,584US$334K0.07%
Idexx Laboratories, Inc.632US$333K0.07%
Gaming And Leisure Properties, Inc.7,365US$328K0.07%
Abbvie Inc.1,301US$327K0.07%
Federated Hermes, Inc.5,883US$325K0.07%
Cactus, Inc. Class A Common Stock6,159US$316K0.07%
Interdigital, Inc.1,114US$315K0.07%
Moody's Corporation693US$314K0.07%
Servicenow, Inc.3,126US$310K0.07%
Cintas Corporation1,823US$310K0.07%
International Business Machines Corporation1,102US$310K0.07%
Western Midstream Partners, Lp7,063US$309K0.07%
Graco Inc.4,083US$309K0.07%
Fastenal Company6,411US$308K0.07%
Wells Fargo & Company3,726US$308K0.07%

Every holding of Outlook Wealth Advisors, LLC

Source

View original at SEC

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