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Joshua Ryder Taff

New Perspectives, Inc

Assets Managed
$325.852M
Holdings
49
Last Quarter
2026 - Q2
Filed Date
5d ago
Growth Rate
12.85%(2Q avg: 6.49%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in New Perspectives, Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of New Perspectives, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 325.852M in assets, with a quarterly growth rate of 12.85% and a 2-quarter average growth rate of 6.49%. The portfolio is managed by Joshua Ryder Taff, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
WCPB
Weitz Core Plus Bond Etf
Recent Activity
Increased 7.85%
24.06%
$78.382M
3.092M shares@ $25.36 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Increased 0.41%
19.79%
$64.465M
733,557 shares@ $87.88 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Increased 4.68%
10.16%
$33.08M
342,517 shares@ $96.59 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -2.35%
9.82%
$31.998M
43,452 shares@ $736.4 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 5.31%
6.78%
$22.073M
438,385 shares@ $50.36 avg price
SPMD
Spdr Portfolio S&p 400 Mid C
Recent Activity
Increased 4.8%
6.36%
$20.704M
306,457 shares@ $67.57 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Increased 3.31%
5.97%
$19.425M
64,653 shares@ $300.46 avg price
GLDM
Spdr Gold Minishares Trust
Recent Activity
Decreased -9.21%
3.53%
$11.501M
144,811 shares@ $79.42 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 8.51%
3.09%
$10.065M
33,221 shares@ $302.97 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -1.16%
2.8%
$9.108M
38,494 shares@ $236.62 avg price

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