Long-term investor
Perspective Wealth Advisors LLC @perspectivewealthadvisor
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002080427).
Record
- Tracked since 2025-12-31 (270 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +912.9%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 14.8% · long · since 2025-12-31
- 921943858 · 8.3% · long · since 2025-12-31
- 46090E103 · 6.2% · long · since 2025-12-31
- 464287507 · 5.8% · long · since 2025-12-31
- 46138E339 · 5.0% · long · since 2025-12-31
- 464287804 · 4.0% · long · since 2025-12-31
- 808524730 · 4.0% · long · since 2025-12-31
- 464287200 · 3.9% · long · since 2025-12-31
- 46138E222 · 3.5% · long · since 2025-12-31
- 78468R408 · 3.2% · long · since 2025-12-31
- 46137V464 · 2.5% · long · since 2025-12-31
- 46641Q654 · 2.0% · long · since 2026-06-30