Outlook Wealth Advisors, LLC
Annual return '25
-5.8%
SPY '25
+17.7%
Alpha
-23.6ptsvs SPY
Invested
$413.1M
Holdings
310
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR
Q1 2026: Increased +1.5% (187.8k → 190.7k shares)
4.4%
02
$VTV
VANGUARD INDEX FDS
Held since at least Q1 2024
4.0%
03
$BSEP
INNOVATOR ETFS TRUST
Held since at least Q1 2024
3.7%
04
$NDQ
INVESCO QQQ TR
Held since at least Q1 2024
3.4%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +14.9% (10.8k → 12.4k shares)
3.1%
06
$HYDB
ISHARES TR
Held since at least Q1 2024
2.8%
07
$IDV
ISHARES TR
Held since at least Q1 2024
2.4%
08
$QSPT
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
2.3%
09
$IJR
ISHARES TR
Q1 2026: Sold 3.8% (19.1k → 18.4k shares)
2.2%
10
$IEFA
ISHARES TR
Q1 2026: Increased +1.8% (206.8k → 210.5k shares)
2.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:32 UTC.