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 251–298 of 298
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| WHD | CACTUS INC | 6K | $100K–$500K | SH |
| VOO | VANGUARD INDEX FDS | 444 | $100K–$500K | SH |
| WES | WESTERN MIDSTREAM PARTNERS L | 7K | $100K–$500K | SH |
| LIN | LINDE PLC | 650 | $100K–$500K | SH |
| EMHC | SPDR SERIES TRUST | 11K | $100K–$500K | SH |
| SRLN | SSGA ACTIVE ETF TR | 7K | $100K–$500K | SH |
| NTAP | NETAPP INC | 3K | $100K–$500K | SH |
| FELV | FIDELITY COVINGTON TRUST | 8K | $100K–$500K | SH |
| PNR | PENTAIR PLC | 3K | $100K–$500K | SH |
| ELS | EQUITY LIFESTYLE PPTYS INC | 4K | $100K–$500K | SH |
| PLMR | PALOMAR HLDGS INC | 2K | $100K–$500K | SH |
| UAPR | INNOVATOR ETFS TRUST | 8K | $100K–$500K | SH |
| EFA | ISHARES TR | 3K | $100K–$500K | SH |
| RACE | FERRARI N V | 715 | $100K–$500K | SH |
| PYLD | PIMCO ETF TR | 10K | $100K–$500K | SH |
| EXP | EAGLE MATLS INC | 1K | $100K–$500K | SH |
| PODD | INSULET CORP | 910 | $100K–$500K | SH |
| QLD | PROSHARES TR | 4K | $100K–$500K | SH |
| FAST | FASTENAL CO | 6K | $100K–$500K | SH |
| GEN | GEN DIGITAL INC | 9K | $100K–$500K | SH |
| CAPL | CROSSAMERICA PARTNERS LP | 12K | $100K–$500K | SH |
| HLNE | HAMILTON LANE INC | 2K | $100K–$500K | SH |
| KAUG | INNOVATOR ETFS TRUST | 9K | $100K–$500K | SH |
| MRSH | MARSH & MCLENNAN COS INC | 1K | $100K–$500K | SH |
| SEIC | SEI INVTS CO | 3K | $100K–$500K | SH |
| PSA | PUBLIC STORAGE OPER CO | 945 | $100K–$500K | SH |
| MU | MICRON TECHNOLOGY INC | 858 | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 7K | $100K–$500K | SH |
| KJAN | INNOVATOR ETFS TRUST | 6K | $100K–$500K | SH |
| PAYX | PAYCHEX INC | 2K | $100K–$500K | SH |
| VST | VISTRA CORP | 1K | $100K–$500K | SH |
| BJAN | INNOVATOR ETFS TRUST | 4K | $100K–$500K | SH |
| FDS | FACTSET RESH SYS INC | 791 | $100K–$500K | SH |
| VONE | VANGUARD SCOTTSDALE FDS | 733 | $100K–$500K | SH |
| LII | LENNOX INTL INC | 466 | $100K–$500K | SH |
| FISR | SSGA ACTIVE TR | 9K | $100K–$500K | SH |
| SCHD | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| RELX | RELX PLC | 5K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 1K | $100K–$500K | SH |
| IYH | ISHARES TR | 3K | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 927 | $100K–$500K | SH |
| ORCL | ORACLE CORP | 1K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 365 | $100K–$500K | SH |
| ROE | EA SERIES TRUST | 6K | $100K–$500K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC F | 10K | $100K–$500K | SH |
| CRF | CORNERSTONE TOTAL RETURN FD | 14K | $100K–$500K | SH |
| PACB | PACIFIC BIOSCIENCES CALIF IN | 18K | $15K–$50K | SH |
| STC | STEWART INFORMATION SVCS COR | 50K | <$1K | SH |