Perspective Wealth Advisors LLC
Perspective Wealth Advisors LLC reported 70 holdings worth US$182M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Perspective Wealth Advisors LLC reported 70 holdings worth US$182M as of Jun 30, 2026. Largest: Pnc Financial Services Group, Inc. (the), Nvidia Corporation and Tesla, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 70
- Value as reported
- US$182M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Pnc Financial Services Group, Inc. (the) | 7,785 | US$1.92M | 1.1% |
| Nvidia Corporation | 3,599 | US$720K | 0.40% |
| Tesla, Inc. | 1,258 | US$529K | 0.29% |
| Apple Inc | 1,697 | US$491K | 0.27% |
| Space Exploration Technologies Corp | 1,759 | US$301K | 0.17% |
| Amazon.com, Inc. | 1,098 | US$262K | 0.14% |
| Microsoft Corp. | 688 | US$257K | 0.14% |
| Alphabet Inc (google) Class C | 592 | US$211K | 0.12% |