Outlook Wealth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1767151
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$462.7M
Holdings
305
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Outlook Wealth Advisors, LLC disclosed 305 positions worth $462.7M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 26 new positions and exited 32. The portfolio is most concentrated in Other (70.3% of disclosed assets). All figures are sourced directly from Outlook Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1767151.
AI Fund Analysis
StableISHARES TR - CORE S&P500 E
4.6% weight
Held 10 quarters
VANGUARD INDEX FDS - VALUE
4.0% weight
Held 10 quarters
$QQQ3.9% weight
Held 10 quarters
INNOVATOR ETFS TRUST - US
3.6% weight
Held 10 quarters
$NVDA3.2% weight
Held 10 quarters
VANGUARD INDEX FDS - VALUE
9 quarters accumulating
$CNP9 quarters accumulating
FIDELITY COVINGTON TRUST -
9 quarters accumulating
SPDR SERIES TRUST - ST STR
5 quarters accumulating
SSGA ACTIVE ETF TR - ST ST
5 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsEnergyHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$21.1M28,200 shVANGUARD INDEX FDS - VALUE ETF
—Quality
$18.3M84,073 sh- —
Quality
$17.9M24,240 sh INNOVATOR ETFS TRUST - US EQTY BUF SEP
—Quality
$16.9M320,071 sh- 85.9
Quality
$14.7M73,506 sh ISHARES TR - HIGH YLD SYSTM B
—Quality
$11.3M242,213 shISHARES TR - CORE S&P SCP ETF
—Quality
$11.1M74,930 shFIRST TR EXCHNG TRADED FD VI - FT VEST NAS
—Quality
$10.9M313,875 shISHARES TR - INTL SEL DIV ETF
—Quality
$9.9M239,217 shISHARES TR - CORE MSCI EAFE
—Quality
$9.2M95,081 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $21.1M | 28,200 |
| VANGUARD INDEX FDS - VALUE ETF | — | $18.3M | 84,073 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $17.9M | 24,240 |
| INNOVATOR ETFS TRUST - US EQTY BUF SEP | — | $16.9M | 320,071 |
| NVIDIA CORP$NVDA | 85.9 | $14.7M | 73,506 |
| ISHARES TR - HIGH YLD SYSTM B | — | $11.3M | 242,213 |
| ISHARES TR - CORE S&P SCP ETF | — | $11.1M | 74,930 |
| FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | — | $10.9M | 313,875 |
| ISHARES TR - INTL SEL DIV ETF | — | $9.9M | 239,217 |
| ISHARES TR - CORE MSCI EAFE | — | $9.2M | 95,081 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Outlook Wealth Advisors, LLC's 305 positions.
Showing top 10 of 305 holdings.
Sector Allocation
Other
$325.3M
Technology
$57.1M
Financials
$24.8M
Industrials
$14.3M
Energy
$11.7M
Healthcare
$8.1M
Consumer Discretionary
$7.3M
Materials
$4.3M
Top Holdings — Outlook Wealth Advisors, LLC (Q2 2026)
Top 150 of 305 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $21.1M | 4.6% | +1% | — |
| 2 | — | VANGUARD INDEX FDS - VALUE ETF | $18.3M | 4.0% | +1% | — |
| 3 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $17.9M | 3.9% | -0% | — |
| 4 | — | INNOVATOR ETFS TRUST - US EQTY BUF SEP | $16.9M | 3.6% | +1% | — |
| 5 | $NVDA | NVIDIA CORP | $14.7M | 3.2% | -1% | 85.9 |
| 6 | — | ISHARES TR - HIGH YLD SYSTM B | $11.3M | 2.5% | -2% | — |
| 7 | — | ISHARES TR - CORE S&P SCP ETF | $11.1M | 2.4% | +1% | — |
| 8 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | $10.9M | 2.4% | +1% | — |
| 9 | — | ISHARES TR - INTL SEL DIV ETF | $9.9M | 2.1% | +2% | — |
| 10 | — | ISHARES TR - CORE MSCI EAFE | $9.2M | 2.0% | +2% | — |
| 11 | — | ISHARES TR - JPMORGAN USD EMG | $8.0M | 1.7% | +2% | — |
| 12 | — | ISHARES TR - MSCI EMG MKT ETF | $7.8M | 1.7% | +1% | — |
| 13 |  $AAPL | Apple Inc. | $6.8M | 1.5% | -1% | 76.4 |
| 14 | — | AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF | $6.6M | 1.4% | NEW | — |
| 15 | — | ISHARES TR - EAFE VALUE ETF | $5.8M | 1.3% | +2% | — |
| 16 | — | FIRST TR EXCHANGE TRADED FD - NASDQ SEMCNDTR | $5.7M | 1.2% | +3% | — |
| 17 | — | ISHARES TR - ISHS 1-5YR INVS | $5.6M | 1.2% | +1% | — |
| 18 |  $SPY | SPDR S&P 500 ETF TRUST | $4.6M | 1.0% | +9% | — |
| 19 | — | AIM ETF PRODUCTS TRUST - ALLIA US JAN ETF | $4.6M | 1.0% | +0% | — |
| 20 | — | AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF | $4.3M | 0.9% | NEW | — |
| 21 |  $LRCX | LAM RESEARCH CORP | $4.2M | 0.9% | -7% | 79.4 |
| 22 | — | ISHARES TR - 3YRTB ETF | $4.2M | 0.9% | +2% | — |
| 23 | — | INNOVATOR ETFS TRUST - NASDAQ 100 MANA | $3.9M | 0.8% | +3% | — |
| 24 |  $GOOG | Alphabet Inc. | $3.9M | 0.8% | -2% | 78.2 |
| 25 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $3.9M | 0.8% | NEW | — |
| 26 | — | AIM ETF PRODUCTS TRUST - ALLIA US FEB ETF | $3.8M | 0.8% | NEW | — |
| 27 |  $MSFT | MICROSOFT CORP | $3.8M | 0.8% | -2% | 79.8 |
| 28 |  $XOM.R34088 | EXXON MOBIL CORP | $3.8M | 0.8% | -7% | 57.9 |
| 29 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $3.6M | 0.8% | +0% | — |
| 30 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $3.5M | 0.8% | +10% | — |
| 31 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BUF | $3.4M | 0.7% | +1% | — |
| 32 | — | VANGUARD INDEX FDS - GROWTH ETF | $3.3M | 0.7% | +505% | — |
| 33 |  $JNJ | JOHNSON & JOHNSON | $3.2M | 0.7% | -0% | 69 |
| 34 | — | ELEVATION SERIES TRUST - TRUE SE BUFF ETF | $3.2M | 0.7% | +341% | — |
| 35 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BF | $3.1M | 0.7% | +11% | — |
| 36 | — | ISHARES TR - U.S. TECH ETF | $3.0M | 0.6% | +3% | — |
| 37 |  $IVZ | Invesco Ltd. | $2.9M | 0.6% | +3% | — |
| 38 | — | NORTHERN LTS FD TR III - COUN QUA EQU ETF | $2.9M | 0.6% | +29% | — |
| 39 | — | SPDR SERIES TRUST - ST STR P500ETF | $2.6M | 0.6% | +23% | — |
| 40 |  $CVX | CHEVRON CORP | $2.6M | 0.6% | -1% | 62.8 |
| 41 | $IVZ | Invesco Ltd. | $2.5M | 0.6% | +4% | — |
| 42 | — | ISHARES TR - ISHS 5-10YR INVT | $2.5M | 0.5% | +2% | — |
| 43 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $2.5M | 0.5% | -2% | — |
| 44 | — | PIMCO ETF TR - ULTR SH GO AC FD | $2.5M | 0.5% | +141% | — |
| 45 |  $AVGO | Broadcom Inc. | $2.4M | 0.5% | -6% | 84.5 |
| 46 |  $SNDK | Sandisk Corp | $2.3M | 0.5% | +89% | 87.7 |
| 47 | — | INVESCO EXCHANGE TRADED FD T - NEXT GEN CON ETF | $2.3M | 0.5% | NEW | — |
| 48 | — | SSGA ACTIVE TR - STATE STREET US | $2.3M | 0.5% | -5% | — |
| 49 | $IVZ | Invesco Ltd. | $2.2M | 0.5% | NEW | — |
| 50 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $2.2M | 0.5% | +0% | — |
| 51 | — | INVESCO EXCHANGE TRADED FD T - BLDG CONSTR ETF | $2.2M | 0.5% | NEW | — |
| 52 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $2.1M | 0.5% | +8% | — |
| 53 | — | INNOVATOR ETFS TRUST - GRWT100 PWR BF | $2.0M | 0.4% | -1% | — |
| 54 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $2.0M | 0.4% | -1% | — |
| 55 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $2.0M | 0.4% | +0% | — |
| 56 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.9M | 0.4% | +6% | — |
| 57 |  $IAU | ISHARES GOLD TRUST | $1.8M | 0.4% | +1% | — |
| 58 |  $CSCO | CISCO SYSTEMS, INC. | $1.8M | 0.4% | -1% | 70.3 |
| 59 | — | ISHARES TR - FLTG RATE NT ETF | $1.8M | 0.4% | +0% | — |
| 60 |  $ETV | Eaton Vance Tax-Managed Buy-Write Opportunities Fund | $1.8M | 0.4% | +0% | — |
| 61 | — | TEMA ETF TRUST - ELECTRIFICATION | $1.7M | 0.4% | -0% | — |
| 62 | — | ISHARES TR - CONV BD ETF | $1.7M | 0.4% | -1% | — |
| 63 |  $PECO | Phillips Edison & Company, Inc. | $1.7M | 0.4% | +0% | 65.4 |
| 64 | — | SPDR INDEX SHS FDS - ST PORT MARK ETF | $1.7M | 0.4% | +6% | — |
| 65 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | $1.7M | 0.4% | +9% | — |
| 66 |  $META | Meta Platforms, Inc. | $1.6M | 0.3% | -0% | 79.6 |
| 67 | — | INVESCO EXCHANGE TRADED FD T - OIL GAS SVC ETF | $1.6M | 0.3% | NEW | — |
| 68 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $1.5M | 0.3% | -27% | — |
| 69 |  $TER | TERADYNE, INC | $1.5M | 0.3% | -4% | 77.3 |
| 70 |  $MU | MICRON TECHNOLOGY INC | $1.5M | 0.3% | +38% | 86.2 |
| 71 |  $NXPI | NXP Semiconductors N.V. | $1.4M | 0.3% | +0% | — |
| 72 | — | INNOVATOR ETFS TRUST - US SMALL CAP PWR | $1.4M | 0.3% | +12% | — |
| 73 |  $GLD | SPDR GOLD TRUST | $1.4M | 0.3% | +16% | — |
| 74 |  $JPM | JPMORGAN CHASE & CO | $1.4M | 0.3% | -2% | 70.7 |
| 75 |  $APH | AMPHENOL CORP /DE/ | $1.4M | 0.3% | +81% | 79.3 |
| 76 | — | INNOVATOR ETFS TRUST - US EQTY BUFR JUN | $1.4M | 0.3% | +4% | — |
| 77 |  $VRT | Vertiv Holdings Co | $1.4M | 0.3% | -7% | 81 |
| 78 | $META | Meta Platforms, Inc. | $1.3M | 0.3% | +4% | 79.6 |
| 79 | — | INNOVATOR ETFS TRUST - PREMIUM INC 30 B | $1.3M | 0.3% | -9% | — |
| 80 |  $V | VISA INC. | $1.3M | 0.3% | -1% | 82.9 |
| 81 | — | ISHARES TR - US TELECOM ETF | $1.3M | 0.3% | NEW | — |
| 82 | — | SELECT SECTOR SPDR TR - ST STR STAPL ETF | $1.2M | 0.3% | +49% | — |
| 83 | — | VANGUARD SCOTTSDALE FDS - INT-TERM CORP | $1.2M | 0.3% | -5% | — |
| 84 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | $1.2M | 0.3% | -0% | — |
| 85 | — | ISHARES TR - US BR DEL SE ETF | $1.2M | 0.3% | +15% | — |
| 86 |  $JGH | Nuveen Global High Income Fund | $1.2M | 0.3% | +1% | — |
| 87 |  $BNY | Bank of New York Mellon Corp | $1.1M | 0.2% | -3% | 74.1 |
| 88 | — | INNOVATOR ETFS TRUST - US EQTY PWR BUF | $1.1M | 0.2% | -4% | — |
| 89 |  $TXN | TEXAS INSTRUMENTS INC | $1.1M | 0.2% | +0% | 73.4 |
| 90 | — | HARBOR ETF TRUST - COMM ALL WEA ETF | $1.1M | 0.2% | +27% | — |
| 91 |  $KLAC | KLA CORP | $1.1M | 0.2% | +865% | 78.6 |
| 92 | — | ISHARES TR - NORTH AMERN NAT | $1.1M | 0.2% | +7% | — |
| 93 | — | VANGUARD BD INDEX FDS - VANGUARD ULTRA | $1.1M | 0.2% | -0% | — |
| 94 | — | VANGUARD WORLD FD - INF TECH ETF | $1.1M | 0.2% | +700% | — |
| 95 | — | ISHARES TR - CORE S&P TTL STK | $1.0M | 0.2% | +0% | — |
| 96 | — | ELEVATION SERIES TRUST - TRUE QU BEAR ETF | $1.0M | 0.2% | +6% | — |
| 97 |  $PG | PROCTER & GAMBLE Co | $1.0M | 0.2% | -0% | 64.6 |
| 98 | — | AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT | $1.0M | 0.2% | NEW | — |
| 99 | — | INNOVATOR ETFS TRUST - PREM INC 20 BARR | $1.0M | 0.2% | -4% | — |
| 100 | — | BLACKROCK ETF TRUST II - ISHA FLOA LN ETF | $1.0M | 0.2% | -34% | — |
| 101 |  $ASML | ASML HOLDING NV | $1.0M | 0.2% | +3% | — |
| 102 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $980,092 | 0.2% | +4% | — |
| 103 |  $ARMK | Aramark | $960,327 | 0.2% | +1% | 47.1 |
| 104 |  $AMZN | AMAZON COM INC | $953,119 | 0.2% | -2% | 68.7 |
| 105 |  $DINO | HF Sinclair Corp | $945,777 | 0.2% | NEW | 58.7 |
| 106 |  $JCI | Johnson Controls International plc | $937,330 | 0.2% | -1% | — |
| 107 |  $HWM | Howmet Aerospace Inc. | $910,335 | 0.2% | -3% | 73.9 |
| 108 |  $TPR | TAPESTRY, INC. | $909,940 | 0.2% | -2% | 72.7 |
| 109 |  $WMT | Walmart Inc. | $908,686 | 0.2% | -1% | 60.2 |
| 110 |  $HD | HOME DEPOT, INC. | $905,121 | 0.2% | -2% | 60.3 |
| 111 |  $PDI | PIMCO Dynamic Income Fund | $880,478 | 0.2% | +0% | — |
| 112 |  $AMAT | APPLIED MATERIALS INC /DE | $879,373 | 0.2% | -1% | 72.3 |
| 113 | — | INNOVATOR ETFS TRUST - US EQTY BUFR MAY | $866,504 | 0.2% | +0% | — |
| 114 |  $BAC | BANK OF AMERICA CORP /DE/ | $863,975 | 0.2% | +1% | 67.6 |
| 115 |  $ETN | Eaton Corp plc | $859,972 | 0.2% | -0% | — |
| 116 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $854,033 | 0.2% | +152% | — |
| 117 | — | INNOVATOR ETFS TRUST - US EQT PWR BUF | $846,364 | 0.2% | +0% | — |
| 118 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $838,688 | 0.2% | +12% | — |
| 119 | — | VANGUARD INDEX FDS - SMALL CP ETF | $838,126 | 0.2% | +1% | — |
| 120 | — | ISHARES TR - S&P MC 400GR ETF | $831,590 | 0.2% | +0% | — |
| 121 | — | INNOVATOR ETFS TRUST - US EQTY PWR BF | $827,955 | 0.2% | +0% | — |
| 122 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $817,993 | 0.2% | -1% | — |
| 123 |  $ORCL | ORACLE CORP | $814,844 | 0.2% | -2% | 66.2 |
| 124 |  $SYY | SYSCO CORP | $799,628 | 0.2% | -0% | 54.7 |
| 125 | — | INNOVATOR ETFS TRUST - US EQT BUFR APR | $797,116 | 0.2% | -2% | — |
| 126 |  $ALL | ALLSTATE CORP | $796,164 | 0.2% | +2% | 78.5 |
| 127 |  $SPGI | S&P Global Inc. | $796,028 | 0.2% | +0% | 76.1 |
| 128 | — | VANGUARD BD INDEX FDS - INTERMED TERM | $791,850 | 0.2% | -0% | — |
| 129 | — | SPDR SERIES TRUST - ST STR SP600 SML | $773,295 | 0.2% | -7% | — |
| 130 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $761,306 | 0.2% | +1% | — |
| 131 |  $LLY | ELI LILLY & Co | $744,895 | 0.2% | -0% | 87.5 |
| 132 |  $SLB | SLB LIMITED/NV | $744,638 | 0.2% | -2% | 57.9 |
| 133 |  $TJX | TJX COMPANIES INC /DE/ | $743,221 | 0.2% | -0% | 68.7 |
| 134 |  $MSTR | Strategy Inc | $727,963 | 0.2% | +32% | 17.9 |
| 135 |  $AXP | AMERICAN EXPRESS CO | $719,334 | 0.2% | -1% | 69.4 |
| 136 |  $IQV | IQVIA HOLDINGS INC. | $714,570 | 0.1% | +1% | 61.4 |
| 137 |  $COP | CONOCOPHILLIPS | $712,574 | 0.1% | +2% | 70.2 |
| 138 | — | ISHARES TR - FALN ANGLS USD | $710,471 | 0.1% | +2% | — |
| 139 |  $BRK.B | BERKSHIRE HATHAWAY INC | $706,552 | 0.1% | -2% | 73.8 |
| 140 | — | ISHARES TR - MORNINGSTAR GRWT | $705,747 | 0.1% | +0% | — |
| 141 |  $CI | Cigna Group | $701,490 | 0.1% | +2% | 66.2 |
| 142 | — | INNOVATOR ETFS TRUST - US EQTY BUF DEC | $697,217 | 0.1% | -3% | — |
| 143 |  $MA | Mastercard Inc | $693,437 | 0.1% | -3% | 85.1 |
| 144 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST NAS | $691,641 | 0.1% | -3% | — |
| 145 |  $PANW | Palo Alto Networks Inc | $691,451 | 0.1% | -13% | 65.5 |
| 146 |  $DAL | DELTA AIR LINES, INC. | $677,854 | 0.1% | +2% | 57.5 |
| 147 |  $WT | WisdomTree, Inc. | $674,813 | 0.1% | +0% | 59.9 |
| 148 |  $CRH | CRH PUBLIC LTD CO | $670,134 | 0.1% | +1% | — |
| 149 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $664,915 | 0.1% | +2% | — |
| 150 | — | SPDR SERIES TRUST - STATE STRET SPDR | $661,880 | 0.1% | +3% | — |
New Positions (26)
AIM ETF PRODUCTS TRUST - ALLIA US MAY ETF$6.6M
AIM ETF PRODUCTS TRUST - ALLIA US JUN ETF$4.3M
FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT$3.9M
AIM ETF PRODUCTS TRUST - ALLIA US FEB ETF$3.8M
INVESCO EXCHANGE TRADED FD T - NEXT GEN CON ETF$2.3M
INVESCO EXCHANGE TRADED FD T - BLDG CONSTR ETF$2.2M
INVESCO EXCHANGE TRADED FD T - OIL GAS SVC ETF$1.6M
ISHARES TR - US TELECOM ETF$1.3M
AIM ETF PRODUCTS TRUST - ALLIANZIM US EQT$1.0M
$DINO HF Sinclair Corp$945,777
$CVS CVS HEALTH Corp$617,185 VIRTUS ETF TR II - VIRTUS NEWFLEET$530,895
J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM$529,542
$HONA Honeywell Aerospace Inc.$489,472
$GM General Motors Co$484,992Exited Positions (32)
AIM ETF PRODUCTS TRUST
AIM ETF PRODUCTS TRUST
AIM ETF PRODUCTS TRUST
AIM ETF PRODUCTS TRUST
FIRST TR EXCHANGE-TRADED FD
ISHARES TR
ISHARES TR
INVESCO EXCHANGE TRADED FD T
ISHARES TR
AIM ETF PRODUCTS TRUST
INVESCO EXCHANGE TRADED FD T
$ZTS Zoetis Inc. ELEVATION SERIES TRUST
ELEVATION SERIES TRUST
$PHM PULTEGROUP INC/MI/Browse Top Institutional Investors
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