Outlook Wealth Advisors, LLC - Portfolio Stock Holdings
Outlook Wealth Advisors, LLC disclosed 337 stock positions in a recent SEC 13F filing. $462,050,663 of stock holdings were filed, with the largest holdings including IVV, VTV, and QQQ. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $593,701,413 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
337Est. Stock Holding Value:
$462,050,663Top Stock Holdings By Sector
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Portfolio Stock Holdings - Outlook Wealth Advisors, LLC
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Stock
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Holdings (Shares)
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Holdings (USD)
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% of Portfolio
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Change (Shares)
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% Change
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