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New Perspectives, Inc.
New Perspectives, Inc. is a financial services and investment advisory firm headquartered in Hyattsville, Maryland. The firm provides comprehensive financial planning and investment advisory services, including retirement planning, market comparison, life insurance strategies, and income analysis. New Perspectives, Inc. aims to educate and empower clients about their finances, focusing on a personal and client-centered experience. The firm serves individual investors and families, helping them build effective strategies for achieving their financial goals.
Investment Strategy
New Perspectives, Inc. employs a personalized investment approach that prioritizes a thorough understanding of each client’s financial goals and needs. The firm’s strategies include portfolio construction based on asset allocation tailored to individual risk tolerance, time horizon, and investment objectives. The focus is on long-term planning, diversification, and education, ensuring clients are well-informed about their investments and how those investments align with their goals. Typical services include retirement planning, wealth management, and insurance integration, designed to help clients achieve a stable financial future.
Latest 13F Filing Activity
New Perspectives, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 39 equity positions with a total 13F market value of $223M. The fund increased holdings in Ishares TR, World Gold TR, Ishares TR among other positions. New Perspectives, Inc. reduced exposure to Wisdomtree TR, Costco WHSL Corp. New, Vanguard Intl Equity Index F among others.
Top Holdings
Equity Positions (39)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 25.62% | $57.2M | 730,687 | $61.42 | $78.34 | +$1.0M |
Q QQQ | INVESCO QQQ TR | 12.40% | $27.7M | 46,152 | $444.95 | $600.37 | +$1.1M |
I IEFA | ISHARES TR | 12.07% | $27.0M | 308,739 | $74.14 | $87.31 | +$1.4M |
U USFR | WISDOMTREE TR | 9.27% | $20.7M | 411,925 | $50.32 | $50.27 | -$4.7M |
S SPMD | SPDR SERIES TRUST | 7.09% | $15.8M | 276,816 | $53.05 | $57.19 | +$1.0M |
Industry Allocation
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