Outlook Wealth Advisors, LLC
โขCIK: 1767151โขFiling: Q4 2025
**Outlook Wealth Advisors, LLC** manages $442M across a diversified portfolio of 298 positions. The fund exhibits significant exposure to core market indices, notably holding $22.5M in IVV and $19.8M in BSEP. Key technology and sector allocations include $16.4M in NDQ and $14.0M in NVDA, alongside substantial positions in VTV ($15.0M) and HYDB ($13.1M). This structure suggests a tactical allocation favoring established market leaders and sector-specific growth vectors.
Total AUM
$442.2M
QoQ Performance
+10.2%
Positions
190
Top 10 Concentration
34.2%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
IVV5.1%
BSEP4.5%
NDQ3.7%
VTV3.4%
NVDA3.2%
HYDB3.0%
QSPT2.7%
GSEP2.4%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other78.4%
Technology9.2%
ETF6.5%
Financial1.4%
Energy1.3%
Healthcare1.0%
Consumer0.9%
Industrial0.5%
๐ช Exited Positionssold since Q3 2025
+99 more exited positions
Changes from Q3 2025
NEW14 new positions
โ72 increased
โ93 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023