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 101–150 of 298
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPSM | SPDR SERIES TRUST | 18K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 15K | $500K+ | SH |
| ACN | ACCENTURE PLC IRELAND | 3K | $500K+ | SH |
| POCT | INNOVATOR ETFS TRUST | 19K | $500K+ | SH |
| BMAY | INNOVATOR ETFS TRUST | 18K | $500K+ | SH |
| ADI | ANALOG DEVICES INC | 3K | $500K+ | SH |
| FLRN | SPDR SERIES TRUST | 26K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 2K | $500K+ | SH |
| CPAI | NORTHERN LTS FD TR III | 20K | $500K+ | SH |
| BIV | VANGUARD BD INDEX FDS | 10K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| CRH | CRH PLC | 6K | $500K+ | SH |
| PAUG | INNOVATOR ETFS TRUST | 18K | $500K+ | SH |
| JCI | JOHNSON CTLS INTL PLC | 7K | $500K+ | SH |
| TJX | TJX COS INC NEW | 5K | $500K+ | SH |
| HWM | HOWMET AEROSPACE INC | 4K | $500K+ | SH |
| SYY | SYSCO CORP | 10K | $500K+ | SH |
| IJK | ISHARES TR | 8K | $500K+ | SH |
| STE | STERIS PLC | 3K | $500K+ | SH |
| UBER | UBER TECHNOLOGIES INC | 9K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1K | $500K+ | SH |
| VB | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| VRT | VERTIV HOLDINGS CO | 4K | $500K+ | SH |
| CI | THE CIGNA GROUP | 3K | $500K+ | SH |
| T | AT&T INC | 29K | $500K+ | SH |
| ALL | ALLSTATE CORP | 3K | $500K+ | SH |
| SEPZ | ELEVATION SERIES TRUST | 17K | $500K+ | SH |
| KDEC | INNOVATOR ETFS TRUST | 28K | $500K+ | SH |
| NFLX | NETFLIX INC | 7K | $500K+ | SH |
| GRID | FIRST TR EXCHANGE TRADED FD | 5K | $500K+ | SH |
| COP | CONOCOPHILLIPS | 7K | $500K+ | SH |
| IJR | ISHARES TR | 6K | $500K+ | SH |
| DECZ | ELEVATION SERIES TRUST | 17K | $500K+ | SH |
| LLY | ELI LILLY & CO | 621 | $500K+ | SH |
| BDEC | INNOVATOR ETFS TRUST | 13K | $500K+ | SH |
| DGRW | WISDOMTREE TR | 7K | $500K+ | SH |
| PSLV | SPROTT ASSET MANAGEMENT LP | 28K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 4K | $500K+ | SH |
| PHM | PULTE GROUP INC | 6K | $500K+ | SH |
| TER | TERADYNE INC | 3K | $500K+ | SH |
| SLB | SLB LIMITED | 17K | $500K+ | SH |
| WDAY | WORKDAY INC | 3K | $500K+ | SH |
| BJUL | INNOVATOR ETFS TRUST | 13K | $500K+ | SH |
| BFEB | INNOVATOR ETFS TRUST | 13K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $500K+ | SH |
| BLV | VANGUARD BD INDEX FDS | 9K | $500K+ | SH |
| QMAR | FIRST TR EXCHNG TRADED FD VI | 19K | $500K+ | SH |
| ILCG | ISHARES TR | 6K | $500K+ | SH |
| GPC | GENUINE PARTS CO | 5K | $500K+ | SH |
| NOW | SERVICENOW INC | 4K | $500K+ | SH |