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Portfolio (Quarterly) Guide ↗

Outlook Wealth Advisors, LLC

· CIK 0001767151
13F Portfolio $463M AUM 305 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 29 New 113 Added 82 Reduced 34 Exited
Page 2 of 5  ·  82 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 3,679.0 $1.3M 0.27% -22.0 -0.6% $343.30 +11.9%
22 VCIT VANGUARD SCOTTSDALE FDS 14,777.0 $1.2M 0.26% -807.0 -5.2% $82.51 -1.1%
23 BK BANK OF NY MELLON CORP Financial Services 7,877.0 $1.1M 0.24% -216.0 -2.7% $143.75 +0.0%
24 PSEP INNOVATOR ETFS TRUST 24,430.0 $1.1M 0.24% -918.0 -3.6% $46.05 +1.6%
25 OCTH INNOVATOR ETFS TRUST 43,046.0 $1.0M 0.22% -2K -3.9% $24.00 +0.6%
26 BRLN BLACKROCK ETF TRUST II 19,968.0 $1.0M 0.22% -10K -34.5% $50.90 -0.2%
27 AMZN AMAZON COM INC Consumer Cyclical 3,999.0 $953K 0.21% -73.0 -1.8% $238.34 +9.5%
28 JCI JOHNSON CONTROLS INTERNATION Industrials 6,435.0 $937K 0.20% -93.0 -1.4% $145.66 -2.6%
29 HWM HOWMET AEROSPACE INC Industrials 3,386.0 $910K 0.20% -88.0 -2.5% $268.85 -1.8%
30 TPR TAPESTRY INC Consumer Cyclical 6,243.0 $910K 0.20% -154.0 -2.4% $145.75 -10.7%
31 WMT WALMART INC Consumer Defensive 8,023.0 $909K 0.20% -101.0 -1.2% $113.26 -7.0%
32 HD HOME DEPOT INC Consumer Cyclical 2,566.0 $905K 0.20% -45.0 -1.7% $352.74 -4.2%
33 AMAT APPLIED MATLS INC Technology 1,216.0 $879K 0.19% -18.0 -1.5% $723.17 -33.6%
34 VNQ VANGUARD INDEX FDS 8,483.0 $818K 0.18% -88.0 -1.0% $96.43 +2.9%
35 ORCL ORACLE CORP Technology 5,560.0 $815K 0.18% -95.0 -1.7% $146.55 -1.3%
36 BAPR INNOVATOR ETFS TRUST 14,967.0 $797K 0.17% -244.0 -1.6% $53.26 +1.9%
37 SPSM SPDR SERIES TRUST 13,427.0 $773K 0.17% -976.0 -6.8% $57.59 -1.0%
38 SLB SLB LIMITED Energy 16,016.0 $745K 0.16% -328.0 -2.0% $46.49 +14.6%
39 AXP AMERICAN EXPRESS CO Financial Services 2,127.0 $719K 0.15% -18.0 -0.8% $338.19 -0.7%
40 BERKSHIRE HATHAWAY INC DEL 1,412.0 $707K 0.15% -29.0 -2.0% $500.39
Page 2 of 5  ·  82 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.7%
Financial Services 26.8%
Energy 7.7%
Industrials 7.6%
Healthcare 5.0%
Communication Services 4.4%
Consumer Cyclical 3.3%
Consumer Defensive 3.0%
Real Estate 2.9%
Utilities 1.4%