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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 16  ·  305 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LRCX LAM RESEARCH CORP Technology 9,697.0 $4.2M 0.91% -711.0 -6.8% $431.70 -27.2%
22 ISHG ISHARES TR 56,096.0 $4.2M 0.90% +882.0 +1.6% $74.25 +2.6%
23 QFLR INNOVATOR ETFS TRUST 106,513.0 $3.9M 0.84% +3K +3.2% $36.44 -4.0%
24 GOOGL ALPHABET INC Communication Services 10,782.0 $3.9M 0.83% -233.0 -2.1% $357.48 -3.1%
25 GMAY FIRST TR EXCHNG TRADED FD VI 89,510.0 $3.9M 0.83% NEW $43.04 +1.7%
26 FEBW AIM ETF PRODUCTS TRUST 108,127.0 $3.8M 0.83% NEW $35.54 +1.6%
27 MSFT MICROSOFT CORP Technology 10,227.0 $3.8M 0.82% -200.0 -1.9% $372.24 +31.4%
28 XOM EXXON MOBIL CORP Energy 27,763.0 $3.8M 0.82% -2K -7.3% $136.72 +18.4%
29 DECW AIM ETF PRODUCTS TRUST 100,801.0 $3.6M 0.78% $35.65 +1.7%
30 PDEC INNOVATOR ETFS TRUST 76,508.0 $3.5M 0.76% +7K +9.9% $45.79 +2.3%
31 NJUL INNOVATOR ETFS TRUST 44,367.0 $3.4M 0.74% +325.0 +0.7% $77.43 -1.1%
32 VUG VANGUARD INDEX FDS 38,812.0 $3.3M 0.72% +32K +504.7% $86.14 +1.4%
33 JNJ JOHNSON & JOHNSON Healthcare 12,759.0 $3.2M 0.70% $253.97 +7.7%
34 ELEVATION SERIES TRUST 115,043.0 $3.2M 0.69% +89K +340.7% $27.54
35 NJAN INNOVATOR ETFS TRUST 52,802.0 $3.1M 0.67% +5K +11.0% $58.87 +1.3%
36 IYW ISHARES TR 11,758.0 $3.0M 0.64% +359.0 +3.1% $252.23 -2.6%
37 PPA INVESCO EXCHANGE TRADED FD T 16,557.0 $2.9M 0.63% +505.0 +3.1% $176.66 -3.3%
38 CPAI NORTHERN LTS FD TR III 55,979.0 $2.9M 0.63% +12K +28.6% $52.14 +0.0%
39 SPYM SPDR SERIES TRUST 29,453.0 $2.6M 0.56% +6K +23.5% $88.15 +2.2%
40 CVX CHEVRON CORPORATION Energy 15,430.0 $2.6M 0.55% -91.0 -0.6% $165.76 +21.7%
Page 2 of 16  ·  305 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%