Institutions / Outlook Wealth Advisors, LLC
Outlook Wealth Advisors, LLC
CIK 1767151 · Institution · as of Dec 31, 2025
Portfolio value
$442.18M
Positions
298
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 298 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $22.53M | 5.1% |
| Innovator Etfs Trust | $19.84M | 4.5% |
| Invesco Qqq Tr | $16.38M | 3.7% |
| Vanguard Index Fds | $14.99M | 3.4% |
| NVIDIA Corp | $14.03M | 3.2% |
| iShares Tr | $13.07M | 3.0% |
| First Tr Exchng Traded Fd VI | $12.08M | 2.7% |
| First Trust Exchange-Traded Fund VIII | $10.39M | 2.4% |
| First Tr Exchng Traded Fd VI | $9.57M | 2.2% |
| Aim ETF Products Trust | $8.76M | 2.0% |
| Aim ETF Products Trust | $8.38M | 1.9% |
| Aim ETF Products Trust | $8.28M | 1.9% |
| Aim ETF Products Trust | $7.53M | 1.7% |
| iShares Tr | $7.25M | 1.6% |
| Aim ETF Products Trust | $6.88M | 1.6% |
| Apple Inc. | $6.31M | 1.4% |
| iShares Tr | $6.19M | 1.4% |
| iShares Tr | $5.93M | 1.3% |
| iShares Tr | $5.26M | 1.2% |
| Microsoft Corp | $5.10M | 1.2% |
| iShares Tr | $4.96M | 1.1% |
| Innovator Etfs Trust | $4.81M | 1.1% |
| SPDR S&P 500 ETF Tr | $4.59M | 1.0% |
| Elevation Series Trust | $4.57M | 1.0% |
| Exxon Mobil Corp | $4.00M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.