Lindsay Marie Rider

Perspective Wealth Advisors Llc

Assets Managed

$154.181M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 24d ago

Growth Rate

9.8%(2Q avg: 4.9%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Perspective Wealth Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 55 positions.

Assets under management

The assets under management (AUM) of Perspective Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 154.181M in assets, with a quarterly growth rate of 9.8% and a 2-quarter average growth rate of 4.9%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPY Spdr S&p 500 Etf Trust Recent Activity Increased 12.57%	14.59%	$22.491M 34,583 shares@ $650.34 avg price	Increased 12.57%
HEFA Isha Curr Hedged Msci Eafe Recent Activity Increased 12.19%	7.22%	$11.126M 261,821 shares@ $42.5 avg price	Increased 12.19%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 7.19%	5.6%	$8.626M 127,731 shares@ $67.53 avg price	Increased 7.19%
SJNK Spdr Bloomberg Short Term Hi Recent Activity Increased 38.85%	5.51%	$8.492M 339,949 shares@ $24.98 avg price	Increased 38.85%
QQQ Invesco Qqq Trust Series 1 Recent Activity Increased 19.23%	5.16%	$7.954M 13,781 shares@ $577.18 avg price	Increased 19.23%
FNDE Schwab Fndmntl Em Mrk Eq Etf Recent Activity Increased 10.86%	4.18%	$6.438M 168,281 shares@ $38.27 avg price	Increased 10.86%
FLDR Fidelity Low Duration Etf Recent Activity Increased 13.37%	4.02%	$6.185M 123,585 shares@ $50.06 avg price	Increased 13.37%
IJR Ishares Core S&p Small-cap E Recent Activity Increased 6.93%	3.76%	$5.793M 46,604 shares@ $124.31 avg price	Increased 6.93%
IVV Ishares Core S&p 500 Etf Recent Activity Increased 1.93%	3.73%	$5.749M 8,801 shares@ $653.22 avg price	Increased 1.93%
SPMO Invesco S&p 500 Momentum Etf Recent Activity Increased 16.68%	3.42%	$5.272M 47,022 shares@ $112.11 avg price	Increased 16.68%

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