Universe · entity
Outlook Wealth Advisors, LLC
Institutional manager (13F) · CIK 1767151
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $259M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $18M | 28,043 |
| 2 | VANGUARD INDEX FDS | $16M | 83,259 |
| 3 | INNOVATOR ETFS TRUST | $15M | 318,020 |
| 4 | INVESCO QQQ TR | $14M | 24,305 |
| 5 | NVIDIA CORPORATION | $13M | 73,879 |
| 6 | ISHARES TR | $12M | 247,330 |
| 7 | ISHARES TR | $10M | 234,734 |
| 8 | FIRST TR EXCHNG TRADED FD VI | $10M | 312,068 |
| 9 | ISHARES TR | $9M | 73,975 |
| 10 | ISHARES TR | $8M | 93,460 |
| 11 | ISHARES TR | $8M | 81,501 |
| 12 | ISHARES TR | $6M | 113,067 |
| 13 | APPLE INC | $6M | 23,520 |
| 14 | ISHARES TR | $6M | 106,063 |
| 15 | ISHARES TR | $5M | 73,688 |
| 16 | FIRST TR EXCHNG TRADED FD VI | $5M | 135,262 |
| 17 | EXXON MOBIL CORP | $5M | 29,942 |
| 18 | AIM ETF PRODUCTS TRUST | $4M | 117,551 |
| 19 | AIM ETF PRODUCTS TRUST | $4M | 107,029 |
| 20 | ISHARES TR | $4M | 55,214 |
| 21 | AIM ETF PRODUCTS TRUST | $4M | 150,604 |
| 22 | MICROSOFT CORP | $4M | 10,427 |
| 23 | AIM ETF PRODUCTS TRUST | $4M | 117,474 |
| 24 | STATE STR SPDR S&P 500 ETF T | $4M | 5,700 |
| 25 | INNOVATOR ETFS TRUST | $3M | 103,212 |
| 26 | AIM ETF PRODUCTS TRUST | $3M | 100,551 |
| 27 | CHEVRON CORPORATION | $3M | 15,521 |
| 28 | ALPHABET INC | $3M | 11,015 |
| 29 | INNOVATOR ETFS TRUST | $3M | 44,042 |
| 30 | JOHNSON & JOHNSON | $3M | 12,792 |
| 31 | INNOVATOR ETFS TRUST | $3M | 69,623 |
| 32 | FIRST TR EXCHANGE TRADED FD | $3M | 19,640 |
| 33 | VANGUARD INDEX FDS | $3M | 6,418 |
| 34 | INVESCO EXCHANGE TRADED FD T | $3M | 16,052 |
| 35 | INNOVATOR ETFS TRUST | $3M | 47,582 |
| 36 | ISHARES TR | $2M | 45,337 |
| 37 | FIRST TR EXCHNG TRADED FD VI | $2M | 41,319 |
| 38 | LAM RESEARCH CORP | $2M | 10,408 |
| 39 | INVESCO EXCHANGE TRADED FD T | $2M | 11,411 |
| 40 | SSGA ACTIVE TR | $2M | 37,126 |
| 41 | ISHARES GOLD TR | $2M | 24,145 |
| 42 | BROADCOM INC | $2M | 6,847 |
| 43 | ISHARES TR | $2M | 11,399 |
| 44 | VANGUARD CHARLOTTE FDS | $2M | 41,898 |
| 45 | VANGUARD TAX-MANAGED FDS | $2M | 30,368 |
| 46 | SPDR INDEX SHS FDS | $2M | 41,689 |
| 47 | INNOVATOR ETFS TRUST | $2M | 34,834 |
| 48 | INNOVATOR ETFS TRUST | $2M | 40,776 |
| 49 | SPDR SERIES TRUST | $2M | 23,850 |
| 50 | NORTHERN LTS FD TR III | $2M | 43,534 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.