PERSPECTIVE WEALTH ADVISORS LLC

LOVELAND, CO · CIK 2080427 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyLoveland, CO

$181.8m reported value +17.9% vs Q1 2026

70positions

58.6%in top 10

21 new 29 added 18 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	36,103	$27.0m14.83%	14.83%	Added +1.5k	+1,520 4.4%
2	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	212,133	$15.1m8.31%	8.31%	Added +183.9k	+183,921 651.9%
3	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	15,187	$11.2m6.15%	6.15%	Added +1.4k	+1,406 10.2%
4	ISHARES TR CORE S&P MCP ETF IJH	IJH	136,284	$10.5m5.78%	5.78%	Added +8.6k	+8,553 6.7%
5	INVESCO EXCH TRADED FD TR II S&P 500 MOMNTM SPMO	SPMO	56,556	$9.1m5.02%	5.02%	Added +9.5k	+9,534 20.3%
6	ISHARES TR CORE S&P SCP ETF IJR	IJR	48,743	$7.2m3.98%	3.98%	Added +2.1k	+2,139 4.6%
7	SCHWAB STRATEGIC TR FUNDAMENTAL EMER FNDE	FNDE	181,003	$7.2m3.95%	3.95%	Added +12.7k	+12,722 7.6%
8	ISHARES TR CORE S&P500 ETF IVV	IVV	9,378	$7.0m3.86%	3.86%	Added +577	+577 6.6%
9	INVESCO EXCH TRADED FD TR II S&P INTL MOMNT IDMO	IDMO	106,560	$6.4m3.53%	3.53%	Added +26.7k	+26,736 33.5%
10	SPDR SER TR BLOOMBERG SHT TE SJNK	SJNK	234,611	$5.9m3.23%	3.23%	Reduced -105.3k	-105,338 -31.0%
11	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	27,188	$4.6m2.54%	2.54%	Added +3.7k	+3,728 15.9%
12	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	71,896	$3.7m2.02%	2.02%	New
13	FIDELITY MERRIMACK STR TR LOW DURTIN ETF FLDR	FLDR	68,508	$3.4m1.89%	1.89%	Reduced -55.1k	-55,077 -44.6%
14	LEGG MASON ETF INVT FRANKLIN US LOW LVHD	LVHD	72,158	$3.2m1.75%	1.75%	Added +3.6k	+3,606 5.3%
15	INVESCO EXCHANGE TRADED FD T S&P SMLCP MOMENT XSMO	XSMO	33,843	$3.2m1.74%	1.74%	Added +4.7k	+4,741 16.3%
16	LEGG MASON ETF INVT FRANKLIN INTL LW LVHI	LVHI	75,653	$3.1m1.69%	1.69%	Added +3.7k	+3,698 5.1%
17	INVESCO EXCH TRADED FD TR II S&P MDCP 400 REV RWK	RWK	20,755	$3.0m1.67%	1.67%	Reduced -195	-195 -0.9%
18	INVESCO EXCHANGE TRADED FD T S&P500 QUALITY SPHQ	SPHQ	32,257	$2.9m1.60%	1.60%	Added +956	+956 3.0%
19	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	85,520	$2.7m1.49%	1.49%	Added +8.2k	+8,153 10.5%
20	ISHARES TR RUS TP200 GR ETF IWY	IWY	8,794	$2.6m1.41%	1.41%	Added +164	+164 1.9%
21	AB ACTIVE ETFS INC TAX AWARE SHRT TAFI	TAFI	98,187	$2.5m1.36%	1.36%	New
22	INVESCO EXCH TRADED FD TR II S&P SMALLCAP 600 RWJ	RWJ	39,349	$2.3m1.29%	1.29%	Reduced -1.2k	-1,185 -2.9%
23	SPDR SER TR BLOOMBERG INVT FLRN	FLRN	74,184	$2.3m1.26%	1.26%	Added +5.2k	+5,163 7.5%
24	VANECK ETF TRUST FALLEN ANGEL HG ANGL	ANGL	73,568	$2.2m1.18%	1.18%	Added +1.3k	+1,285 1.8%
25	ISHARES U S ETF TR SHORT MATURITY M MEAR	MEAR	39,136	$2.0m1.08%	1.08%	New
26	PNC FINL SVCS GROUP INC COM PNC	PNC	7,785	$1.9m1.05%	1.05%	Added +16	+16 0.2%
27	SCHWAB STRATEGIC TR INTERNL DIVID SCHY	SCHY	60,077	$1.9m1.05%	1.05%	Added +6.1k	+6,122 11.3%
28	INVESCO EXCH TRADED FD TR II S&P INTL QULTY IDHQ	IDHQ	37,246	$1.6m0.90%	0.90%	Reduced -242	-242 -0.7%
29	SCHWAB STRATEGIC TR GOVERNMENT MONEY SGVT	SGVT	15,362	$1.5m0.85%	0.85%	New
30	WISDOMTREE TR ITL HDG QTLY DIV IHDG	IHDG	28,890	$1.5m0.83%	0.83%	Reduced -4.3k	-4,253 -12.8%
31	SPDR SER TR PORTFOLIO INTRMD SPIB	SPIB	40,788	$1.4m0.75%	0.75%	New
32	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	37,815	$1.0m0.58%	0.58%	Reduced -688	-688 -1.8%
33	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	15,331	$1.0m0.57%	0.57%	Reduced -10	-10 -0.1%
34	JANUS DETROIT STR TR HENDRSON AAA CL JAAA	JAAA	19,787	$999.0k0.55%	0.55%	New
35	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	19,058	$972.9k0.54%	0.54%	New
36	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	17,784	$932.1k0.51%	0.51%	Reduced -22.8k	-22,806 -56.2%
37	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	10,389	$913.0k0.50%	0.50%	Reduced -528	-528 -4.8%
38	BLACKROCK ETF TRUST II ISHARES HIGH YIE HIMU	HIMU	16,253	$809.4k0.45%	0.45%	New
39	WISDOMTREE TR US QTLY DIV GRT DGRW	DGRW	8,373	$800.6k0.44%	0.44%	Reduced -2.2k	-2,243 -21.1%
40	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	8,492	$793.0k0.44%	0.44%	Reduced -5.4k	-5,365 -38.7%
41	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	13,567	$782.4k0.43%	0.43%	Added +949	+949 7.5%
42	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	12,316	$735.1k0.40%	0.40%	Reduced -620	-620 -4.8%
43	NVIDIA CORPORATION COM NVDA	NVDA	3,599	$720.2k0.40%	0.40%	Added +95	+95 2.7%
44	INVESCO ACTIVELY MANAGED EXC ULTRA SHRT DUR GSY	GSY	14,011	$702.7k0.39%	0.39%	Reduced -79.7k	-79,701 -85.0%
45	FRANKLIN TEMPLETON ETF TR INTL COR DIV TIL DIVI	DIVI	16,233	$693.5k0.38%	0.38%	Reduced -848	-848 -5.0%
46	SPDR INDEX SHS FDS S&P EM MKT DIV EDIV	EDIV	16,876	$691.2k0.38%	0.38%	Added +903	+903 5.7%
47	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	898	$616.8k0.34%	0.34%	New
48	PROSHARES TR S&P MDCP 400 DIV REGL	REGL	6,443	$590.0k0.32%	0.32%	Reduced -3.5k	-3,538 -35.5%
49	TESLA INC COM TSLA	TSLA	1,258	$529.2k0.29%	0.29%	Added +47	+47 3.9%
50	CAPITAL GRP FIXED INCM ETF T SHORT DURATION M CGSM	CGSM	19,857	$523.9k0.29%	0.29%	New
51	APPLE INC COM AAPL	AAPL	1,697	$491.0k0.27%	0.27%	Added +219	+219 14.8%
52	DBX ETF TR XTRACK MSCI EAFE HDEF	HDEF	15,270	$490.8k0.27%	0.27%	Added +1.1k	+1,066 7.5%
53	CAPITAL GRP FIXED INCM ETF T MUNICIPAL INCOME CGMU	CGMU	15,290	$420.0k0.23%	0.23%	New
54	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	8,413	$416.9k0.23%	0.23%	New
55	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	8,102	$409.7k0.23%	0.23%	New
56	ISHARES TR MSCI INTL QUALTY IQLT	IQLT	7,724	$382.7k0.21%	0.21%	Unchanged
57	WISDOMTREE TR US SMALLCAP DIVD DES	DES	9,075	$369.2k0.20%	0.20%	New
58	ISHARES TR SELECT DIVID ETF DVY	DVY	2,283	$356.8k0.20%	0.20%	New
59	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	2,258	$356.8k0.20%	0.20%	Added +47	+47 2.1%
60	CAPITAL GRP FIXED INCM ETF T HIGH YIELD BOND CGHY	CGHY	14,065	$356.3k0.20%	0.20%	New
61	BLACKROCK ETF TRUST II SHORT DURATION H SHYM	SHYM	15,557	$349.3k0.19%	0.19%	New
62	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	6,437	$307.1k0.17%	0.17%	Reduced -1.8k	-1,777 -21.6%
63	WISDOMTREE TR US MIDCAP DIVID DON	DON	5,375	$303.8k0.17%	0.17%	New
64	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	1,759	$300.5k0.17%	0.17%	New
65	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	9,986	$293.9k0.16%	0.16%	Added +293	+293 3.0%
66	AMAZON COM INC COM AMZN	AMZN	1,098	$261.7k0.14%	0.14%	New
67	MICROSOFT CORP COM MSFT	MSFT	688	$256.7k0.14%	0.14%	Added +49	+49 7.7%
68	PIMCO ETF TR ENHAN SHRT MA AC MINT	MINT	2,545	$256.6k0.14%	0.14%	Reduced -39.9k	-39,942 -94.0%
69	ISHARES TR S&P 500 VAL ETF IVE	IVE	1,087	$246.8k0.14%	0.14%	Unchanged
70	ALPHABET INC CAP STK CL A GOOGL	GOOGL	592	$211.4k0.12%	0.12%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR HEFA	HEFA	261,821	$11.1m261.8k shares
ISHARES TR SHY	SHY	25,944	$2.1m25.9k shares
VANECK ETF TRUST SHYD	SHYD	15,083	$341.8k15.1k shares
RBB FD INC OBIL	OBIL	6,562	$328.6k6.6k shares
RBB FD INC UTWO	UTWO	5,004	$241.6k5.0k shares
RBB FD INC UTRE	UTRE	4,065	$201.1k4.1k shares