CIK 1767151
Outlook Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
298
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 298
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ETV | EATON VANCE TAX-MANAGED BUY- | 120K | $1M+ | SH |
| FIW | FIRST TR EXCHANGE-TRADED FD | 16K | $1M+ | SH |
| FALN | ISHARES TR | 62K | $1M+ | SH |
| VGT | VANGUARD WORLD FD | 2K | $1M+ | SH |
| IAK | ISHARES TR | 12K | $1M+ | SH |
| PJUN | INNOVATOR ETFS TRUST | 38K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| BRLN | BLACKROCK ETF TRUST II | 30K | $1M+ | SH |
| PECO | PHILLIPS EDISON & CO INC | 42K | $1M+ | SH |
| ICVT | ISHARES TR | 15K | $1M+ | SH |
| OCTJ | INNOVATOR ETFS TRUST | 60K | $1M+ | SH |
| SPEM | SPDR INDEX SHS FDS | 30K | $1M+ | SH |
| IYF | ISHARES TR | 11K | $1M+ | SH |
| VCIT | VANGUARD SCOTTSDALE FDS | 16K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| JANZ | ELEVATION SERIES TRUST | 36K | $1M+ | SH |
| ONEZ | ELEVATION SERIES TRUST | 51K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 4K | $1M+ | SH |
| V | VISA INC | 4K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 16K | $1M+ | SH |
| VOLT | TEMA ETF TRUST | 43K | $1M+ | SH |
| CSCO | CISCO SYS INC | 16K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 19K | $1M+ | SH |
| BJUN | INNOVATOR ETFS TRUST | 25K | $1M+ | SH |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | 92K | $1M+ | SH |
| IYC | ISHARES TR | 11K | $1M+ | SH |
| QDEC | FIRST TR EXCHNG TRADED FD VI | 35K | $1M+ | SH |
| PEJ | INVESCO EXCHANGE TRADED FD T | 18K | $1M+ | SH |
| PSEP | INNOVATOR ETFS TRUST | 26K | $1M+ | SH |
| IAI | ISHARES TR | 6K | $1M+ | SH |
| VUSB | VANGUARD BD INDEX FDS | 22K | $1M+ | SH |
| PBW | INVESCO EXCHANGE TRADED FD T | 36K | $1M+ | SH |
| OCTH | INNOVATOR ETFS TRUST | 45K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| GGME | INVESCO EXCHANGE TRADED FD T | 17K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 7K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 2K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 9K | $500K+ | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 55K | $500K+ | SH |
| RMD | RESMED INC | 4K | $500K+ | SH |
| PAPR | INNOVATOR ETFS TRUST | 23K | $500K+ | SH |
| ITOT | ISHARES TR | 6K | $500K+ | SH |
| WMT | WALMART INC | 8K | $500K+ | SH |
| BAPR | INNOVATOR ETFS TRUST | 19K | $500K+ | SH |
| AMZN | AMAZON COM INC | 4K | $500K+ | SH |
| ZTS | ZOETIS INC | 7K | $500K+ | SH |
| HON | HONEYWELL INTL INC | 5K | $500K+ | SH |
| IGE | ISHARES TR | 17K | $500K+ | SH |
| TPR | TAPESTRY INC | 7K | $500K+ | SH |
| IQV | IQVIA HLDGS INC | 4K | $500K+ | SH |