Managed by Perspective Wealth Advisors Llc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | S | $6.2M | 244.8K | 0.00% | — |
| 6 | I IAU — | $5.9M | 8.6K | 0.00% | — |
| 7 | F FIS — | $5.5M | 109.0K | 0.00% | — |
| 8 | S | $5.5M | 151.8K | 0.00% | — |
| 9 | I IAU — | $5.2M | 43.6K | 0.00% | — |
| 10 | Q QQQ — | $4.8M | 40.3K | 0.00% | — |
| 11 | Q QQQ — | $4.4M | 86.9K | 0.00% | — |
| 12 | I IAU — | $3.5M | 80.8K | 0.00% | — |
| 13 | P PDI — | $3.4M | 33.4K | 0.00% | — |
| 14 | V VGES — | $3.3M | 36.6K | 0.00% | — |
| 15 | Q QQQ — | $2.8M | 20.3K | 0.00% | — |
| 16 | Q QQQ — | $2.5M | 19.6K | 0.00% | — |
| 17 | B BEN — | $2.5M | 61.9K | 0.00% | — |
| 18 | B BEN — | $2.5M | 66.9K | 0.00% | — |
| 19 | I IAU — | $2.2M | 8.1K | 0.00% | — |
| 20 | S | $2M | 65.0K | 0.00% | — |