Universe · entity

Outlook Wealth Advisors, LLC

Institutional manager (13F) · CIK 1767151
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $259M
#IssuerValueShares
1ISHARES TR$18M28,043
2VANGUARD INDEX FDS$16M83,259
3INNOVATOR ETFS TRUST$15M318,020
4INVESCO QQQ TR$14M24,305
5NVIDIA CORPORATION$13M73,879
6ISHARES TR$12M247,330
7ISHARES TR$10M234,734
8FIRST TR EXCHNG TRADED FD VI$10M312,068
9ISHARES TR$9M73,975
10ISHARES TR$8M93,460
11ISHARES TR$8M81,501
12ISHARES TR$6M113,067
13APPLE INC$6M23,520
14ISHARES TR$6M106,063
15ISHARES TR$5M73,688
16FIRST TR EXCHNG TRADED FD VI$5M135,262
17EXXON MOBIL CORP$5M29,942
18AIM ETF PRODUCTS TRUST$4M117,551
19AIM ETF PRODUCTS TRUST$4M107,029
20ISHARES TR$4M55,214
21AIM ETF PRODUCTS TRUST$4M150,604
22MICROSOFT CORP$4M10,427
23AIM ETF PRODUCTS TRUST$4M117,474
24STATE STR SPDR S&P 500 ETF T$4M5,700
25INNOVATOR ETFS TRUST$3M103,212
26AIM ETF PRODUCTS TRUST$3M100,551
27CHEVRON CORPORATION$3M15,521
28ALPHABET INC$3M11,015
29INNOVATOR ETFS TRUST$3M44,042
30JOHNSON & JOHNSON$3M12,792
31INNOVATOR ETFS TRUST$3M69,623
32FIRST TR EXCHANGE TRADED FD$3M19,640
33VANGUARD INDEX FDS$3M6,418
34INVESCO EXCHANGE TRADED FD T$3M16,052
35INNOVATOR ETFS TRUST$3M47,582
36ISHARES TR$2M45,337
37FIRST TR EXCHNG TRADED FD VI$2M41,319
38LAM RESEARCH CORP$2M10,408
39INVESCO EXCHANGE TRADED FD T$2M11,411
40SSGA ACTIVE TR$2M37,126
41ISHARES GOLD TR$2M24,145
42BROADCOM INC$2M6,847
43ISHARES TR$2M11,399
44VANGUARD CHARLOTTE FDS$2M41,898
45VANGUARD TAX-MANAGED FDS$2M30,368
46SPDR INDEX SHS FDS$2M41,689
47INNOVATOR ETFS TRUST$2M34,834
48INNOVATOR ETFS TRUST$2M40,776
49SPDR SERIES TRUST$2M23,850
50NORTHERN LTS FD TR III$2M43,534
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.