Perspective Wealth Advisors LLC reported 8 positions worth $4.69M for the quarter ended Jun 30, 2026, up 42.5% on the prior quarter. It opened 3 new positions, added to 5, trimmed 0 and exited 0. Its largest holding is Pnc Financial Services Group, Inc. at 40.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +1,759 | – | $300.54K | 6.41% |
| AMZN Amazon Com Inc | +1,098 | – | $261.74K | 5.58% |
| GOOGL Alphabet Inc. | +592 | – | $211.40K | 4.51% |
| AAPL Apple Inc. | +219 | +14.8% | $63.36K | 10.47% |
| TSLA Tesla, Inc. | +47 | +3.9% | $19.77K | 11.29% |
| NVDA Nvidia Corp | +95 | +2.7% | $19.01K | 15.36% |
| MSFT Microsoft Corp | +49 | +7.7% | $18.28K | 5.48% |
| PNC Pnc Financial Services Group, Inc. | +16 | +0.2% | $3.94K | 40.89% |
No positions were reduced this quarter.
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PNC Pnc Financial Services Group, Inc. | Financial Services | 7,785 | $1.92M | 40.89% | +16 | +0.2% | Added | 0% |
| 2 | NVDA Nvidia Corp | Technology | 3,599 | $720.16K | 15.36% | +95 | +2.7% | Added | 0% |
| 3 | TSLA Tesla, Inc. | Consumer Discretionary | 1,258 | $529.16K | 11.29% | +47 | +3.9% | Added | 0% |
| 4 | AAPL Apple Inc. | Technology | 1,697 | $490.97K | 10.47% | +219 | +14.8% | Added | 0% |
| 5 | SPCX Space Exploration Technologies Corp | Industrials | 1,759 | $300.54K | 6.41% | +1,759 | – | New | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 1,098 | $261.74K | 5.58% | +1,098 | – | New | 0% |
| 7 | MSFT Microsoft Corp | Technology | 688 | $256.69K | 5.48% | +49 | +7.7% | Added | 0% |
| 8 | GOOGL Alphabet Inc. | Technology | 592 | $211.40K | 4.51% | +592 | – | New | 0% |
Tip. Select a row to see that position’s full history at Perspective Wealth Advisors.
As of its Q2 2026 13F filing, Perspective Wealth Advisors LLC’s five largest positions were Pnc Financial Services Group, Inc. (PNC) at 40.9%, Nvidia Corp (NVDA) at 15.4%, Tesla, Inc. (TSLA) at 11.3%, Apple Inc. (AAPL) at 10.5%, Space Exploration Technologies Corp (SPCX) at 6.4% of the reported portfolio.
Perspective Wealth Advisors LLC reported a 13F portfolio worth $4.69M across 8 positions for Q2 2026. That is up 42.5% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($300.54K), Amazon Com Inc ($261.74K), Alphabet Inc. ($211.40K). It opened 3 new positions.
From the Form 13F-HR reports Perspective Wealth Advisors LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.